Geoff Stein

Geoff Stein is a lawyer and partner of Brown Wright Stein Lawyers in Sydney. With over 20 years of experience in commercial and tax law, Geoff advises clients on tax, commercial, trust, estate planning and wealth management and goes beyond the obvious legal process, to provide clients with advice that benefits their entire business.

Asset Protection – COVID-19 Contract Law – Bucket or Holding Company – Land Tax  – How To Avoid s109T – Tax Deduct Your Home Loan – How To Save Stamp Duty – How to Save Land Tax – Company Capital – LRBA Timing – Vendor Finance Arrangements – Pre-CGT Shares and Company Assets – Structure Property Development – Losses Need an FTE – GST-Free Sale of Farm Land – Missing Trust Distributions 

Paul Mackenroth

Paul Mackenroth is a senior associate and trust lawyer at Cleary Hoare in Brisbane with a focus on trusts for asset protection and estate planning. A former detective with the Queensland Police, Paul is a popular presenter and public speaker at industry and client events.

Elements of a Trust – Duties of Trustees – Set Up a Discretionary Trust – Revocable Trusts – Trust Structure – Family Trusts Elections – Taxation of Trusts Div 6 ITAA36 – Trust Income Streaming – Pre-CGT Company Assets After Death –  SMSF Trustee Discretion – Family Provision Claims – Declaring a Dividend – Testamentary Trust Law Change – Testamentary Trust Questions 

Edward Chan

Ed Chan is non-executive chairman of Chan & Naylor and co-founder of WIZE Mentoring .

Practice Management – Consolidation in the Accounting Industry – Insights of a Mentor – The Three Pillars of Growth – Team Structure – Ideal Team Structure – Marketing – How To Buy a Parcel of Fees – More About Buying Parcels of Fees – How To Find and Retain Great Staff – Why the Partnership Model Doesn’t Work – Pricing  

Andrew Henshaw

Andrew Henshaw is a tax lawyer and partner at Velocity Legal. 

ATO Disputes – Div 7A Listener Questions – Div 7A Reform – Insights of a Tax Lawyer – Div 7A UPE – Shareholder Loan Write Off – The 2019 Harding Case – Small Business CGT Concessions for Big Business – Small Business CGT Concession Case Studies – SMSF Buys Property Jointly – Related Party LRBA – Tax Effective Structuring – AirBnB Triggers CGT – Main Residence Exemption Upon Divorce or Death – Main Residence Exemption for Foreign Residents – Cash Boost – Cash Flow Boost – Jobkeeper Payments – Jobkeeper Rules – Jobkeeper Rulings – COVID-19 Restructuring – Jobkeeper Changes – Jobkeeper 2.1 – The Eichmann Case – Eichmann Decision – The Budget – In Connection With Your Retirement – Structure a Hobby Farm – 2021/22 Federal Budget – Work-related Self-Education Expenses – The History of PSI – PSI Rules – Tax Deduct Your Super Yacht – Tax Deducting Your Home Loan – Duplex Development Brainstorming – Div 7A Past Amendment Periods – CGT Event K6 – s100A ITAA36 – The Guardian Case – Blue Zone Arrangements – s100A Q & A – Amendment Periods – Distributable Surplus – Div 7A Loan Write – Off – The Carter Case – Disclaimer of Trust Income – Updated s100A TR and PCG – s100A B Blood and Guardian Case – Foreign Trusts – UPE To Company: The Bendel Case – Amendment Period Changes – PSI in PCG 2024/D2 – PSI Examples in PCG 2024/D2 – PSI Examples in PCG 2024/D2 – Item 17 Ministerial Determination       

Emily Pritchard

Emily is the Legal & Client Services Director for Acis, Australia’s largest provider of business and investment structures and restructures for accounting firms. She leads Acis’ inhouse legal team whose role is to mitigate the risks faced by non-lawyers in the preparation of legal documents.

Avoid Foreign Trust Status – Common Trust Deed Issues – Share Buybacks – Queensland Land Tax Changes

Nathan Watt

Nathan Watt is the co-founder of fast-growing accounting and business advice firm Watson & Watt in Newstead, Queensland. On Tax Talks Nathan generously shares his insights and experiences about running his firm.

Lead Funnel for Accountants – The Cost of Marketing – What Changed on 1 July 2021

Angelique Faes

Angelique Faes is a Senior Practice Consultant at Class. She has been involved in the development of Class Trust. Her experience varied from working in a general accounting practice, to financial planning to working on SMSFs. 

Trust Reporting 

Rani Gandha

Rani Gandha is a Partner at Turnbull Hill Lawyers  in Newcastle, leading its property and business team with a focus on asset protection and structuring as well as large commercial or property transactions. In addition, Rani assists clients with the set up and administration of wills and estates.

Cancel a Property Contract in NSW – SMSF Trustee Responsibilities – Death of an SMSF Trustee 

Clint Harding

Clint Harding leads the taxation practice at Arnold Bloch Leibler in Sydney focusing on corporate and international tax. Corporate Tax Adviser of the Year for 2018. Clint is a regular author and presenter as well as a committee member at The Tax Institute and Law Council of Australia.

Australia’s Tax Residency Rules are Broken – Investing in Overseas Shares – Expand Overseas – International Taxation 101 – Inbound Investments 

Nick Sinclair

Nick Sinclair is the chairman of TOA Global, one of the fastest growing accounting outsourcing companies worldwide. Nick is a popular conference speaker and has featured in many interviews.

Insights of an Offshoring Provider  – How To Run an Offshore Team