Kevin Bungard
Kevin Bungard is the CEO of Class. A highly regarded industry expert in cloud technology systems, Kevin has over 30 years of experience developing software solutions and applying technology in the Australian financial services and superannuation administration industries.
How Data Feeds Work – The Story of Class – Class SMSF Benchmark Report December 2017 – Class SMSF Benchmark Report June 2018 – SMSF Performance
Simon Dorevitch
Simon Dorevitch is a CA, CTA and manager at A & A Tax Legal Consulting in Melbourne with a Masters of Applied Taxation.
Changes to the R & D Tax Incentive – Early Stage Innovation Companies – Base Erosion and Profit Shifting – Multilateral Instrument – Implementation of the MLI – Indirect Tax Zone – Export of Goods – Incoterms – Services Connected With ITZ – Export of Services – Taxable Importations – Low Value Imported Goods – Netflix Tax – Electronic Distribution Platforms – Foreign Investment Review Board
Jeff Zulman
Jeff Zulman is a pioneer of specialist cashflow lending in Australia. After reading law in Oxford and working for Goldman Sachs in London, Jeff turned serial entrepreneur, investing and exiting several successful ventures in Australia. In 2011 Jeff founded Trailblazer Finance with now almost $10 billion in underlying assets funding its loan portfolio – so far without a single default.
John Peterson
John Peterson is a business adviser for small to medium accounting and tax practices. As the founding director of Best Practice John has a 20 year track record of helping accountants and advisers achieve rapid growth and succession planning.
Get the Foundations Right – Four Quadrants of Success – A Fish Rots from the Head Down – Mission, Vision and Values – Succession and Balance – Strategic Objectives
Tom Sargent
Tom Sargent is the Feeds Operations Manager at Class, driving innovation and growth in the delivery of data feeds, supporting Class’ technology leadership in this area. Tom has over 30 years of end-to-end experience in the finance industry including retail banking, funds management operations, wrap platforms and B2B data integration.
Melanie Dunn
Melanie Dunn is the head of technical services at retirement specialists Accurium and a regular presenter at leading SMSF conferences. A Fellow of the Institute of Actuaries of Australia Melanie has over 10 years of superannuation experience and specialises in complex issues such as retirement modelling, pensions and segregation strategies.
Segregation – Disregarded Small Fund Assets – Actuarial Certificates – How To Maximise ECPI
Ben Sewell
Ben Sewell of Sewell & Kettle is an expert in commercial litigation, insolvency law and personal property securities law. A lot of his work involves offshore tax havens. Since 2003 Ben has represented a range of clients as an advocate in the NSW, Victorian, Queensland and Federal Courts and has acted on both sides in offshore entity disputes.
The Panama Papers – Common Reporting Standards – Offshore Tax Havens – Phoenix Activity – New Safe Harbour for Directors – COVID-19 Insolvency Law – COVID-19 Tenancy Law – COVID-19 Debt Hibernation – When To Call It A Day – ASIC Deregistration of Insolvent Companies
Aaron Dunn
Aaron Dunn is the CEO and Co-Founder of Smarter SMSF, as well as a sought after presenter and tax practitioner. As a CPA and SMSF Specialist Adviser Aaron has worked within the SMSF sector for more than 20 years. In a previous life Aaron was a nationally ranked high jumper with a personal best of 2.14m.
King Tan
King Tan is a senior associate at King & Wood Mallesons in Sydney. As a tax adviser and lawyer King is in a good position to help his clients through an ATO tax dispute – from voluntary disclosures, risk reviews and tax audits to tax debt management, objections and appeals.
The Life Cycle of a Tax Dispute – Risk Reviews & Tax Audits – Objections & Appeals
Ashley Porter
Ashley Porter is the founder and CEO of community-driven SMSF administration platform Mclowd. A former IP lawyer with an MBA from Melbourne Business School, Ashley’s career has been dominated by emerging technologies. Ashley worked for Sun Microsystems in Australia and the UK during the early days of the internet as well as Artists Technologies, before founding eHound, a successful location-based services company.
Georgina Xiradis
Georgina is an Associate at Johnson Winter & Slattery (JWS) and advises clients Australia wide on property and commercial contracting matters across many different sectors including agriculture and forestry, manufacturing and processing, transport and logistics, fashion retail and advertising and marketing.
Miranda Brownlee
Miranda Brownlee is a media professional with four years of experience at Momentum Media, working as a journalist across various business to business publications including InvestorDaily, ifa, SMSF Adviser and nestegg.com.au.
Jeffrey Atizado & Clinton Cowin
Clinton Cowin and Jeffrey Atizado are both cloud integrators and co-founders of TradiePad and SMB Consultants respectively as well as their joint initiative Cloud Integration Partners. Both are popular speakers at numerous industry events and in podcast interviews.
Insights of Cloud Integrators – App Ecosystem – App Integration
Patrick Huang
Patrick Huang is part of Coleman Greig Lawyers in Sydney. With experience in a wide range of tax and legal issues from global mobility and executive remuneration to employee share schemes, succession planning and commercial transactions, Patrick’s focus is on tax, estate planning and super strategies.
Improving the Small Business CGT Concessions ED – Legal Issues When Buying or Selling a Business – Earnout Arrangements – Child Maintenance Trust Questions
Zile Yu
Zile Yu is the Head of Innovation and Special Projects at Meridian Lawyers. Zile combines his background as a leading property lawyer and his fervent belief, passion and experience as an innovator to revolutionise legal practice. He has presented on blockchain, smart contracts and artificial intelligence.
Innovation in the Legal Industry
Heather Smith
Heather Smith is the author of ‘Xero for Dummies’, host of the Cloud Stories podcast and an accredited Xero trainer. A CA and management accountant with a deep understanding of using business apps to improve workflows and data driven decisions, Heather has run a Platinum Xero practice for close to two decades and is on the advisory board of several businesses.
Accounting Apps – Writing Xero for Dummies – Telling Cloud Stories
Steven Fine
Steven Fine is the head of Growth Focus, specialising in the sale and succession of financial services practices. After graduating from the University of Rochester in New York State followed later by an MBA from the Australian Graduate School of Management, Steven embarked on a long career in consulting and business broking, which led to the start of Growth Focus in 2010.
How To Sell My Accounting Practice – Top 10 Mistakes When Selling an Accounting Practice – How To Buy an Accounting Practice – How to Exit
Mark Holton
Mark Holton of Smithink over 30 years’ experience as an accountant and tax agent and consults accountants in the implementation and delivery of business advisory services using structured systems and software. Mark is a regular and very entertaining speaker, trainer and facilitator at accounting events in Australia, New Zealand, Canada and the UK.
Craig McBride
Craig McBride is the Manager of Premium Services at icare, the NSW government insurance provider. Having worked within the NSW Workers Compensation system since 1993, Craig reviews and supervises icare’s premium calculations including rating methodology, mine safety premium adjustment rates and dust disease levy rates.
Matthew Taylor
Matthew Taylor is a licensed business broker, assisting accounting and financial services firms around acquisitions and mergers as well as funding and valuations. With well over 100 exits under his belt, Matthew has a unique insight into Australia’s accounting and financial services market.
How to Choose a Buyer – DIY Sale of Accounting Practices – How to Sell Your Practice
Tax Talks
Tax Talks is Australia’s tax news podcast for tax professionals. Informative, entertaining and free.
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