David Lewis
David Lewis is the Chairman of Omnis Software Ltd in the UK as well as CEO of IT consulting and software distribution company, The DLA Group, in Sydney. An IT and IP lawyer by training and serial entrepreneur, David has built start ups in Australia, the USA, UK and Hong Kong and advised many more throughout the world.
Michael McCarthy
Michael has over 30 years of experience as a registered Tax Practitioner and extensive knowledge of a wide array of tax issues. As the Senior Tax Specialist at Tax & Super Australia, Michael assists in answering tricky tax questions through the Tax & Super Helpline for members.
Stuart Smith
Stuart Smith of Vebiz is a grant specialist consulting on business commercialisation and government grants, especially the R&D Tax Incentive and Export Market Development Grant. With an Honours degree in Applied Science and 30 years of management experience, Stuart is well positioned to combine the scientific and technical aspects of his clients’ projects with a strong commercial focus.
Daniel Mikhail
Daniel Mikhail is a Certified Financial Planner and part of Partners Wealth Group in Sydney.
Personal Insurance Inside and Outside of Super – Pension Strategies Post July 2017 – SMSF Update – Life Insurance – TPD Insurance – Income Protection and Trauma – Wrap and Managed Accounts – Managed Funds
David Moss
David Moss is the Accountants Services Director of Merit Wealth in Sydney and an expert in superannuation / SMSF legislation and strategies. Being able to explain expert knowledge in a straight forward way has made David a popular speaker and trainer in the superannuation industry.
From TRIS to an ABP – Partial Commutations Require an AFSL
Angelina Torrisi
Angelina Torrisi is the Director | Solicitor at Family Law Practice Australia. Angelina lives and breathes family law and freely shares her expertise and knowledge. On Tax Talks she explains the legal side of divorce and relationship breakdowns.
Mark Sinclair
Dr. Mark Sinclair founded Mentor Education in 2003, which delivers a wide range of ASIC registered industry RG 146 specialist courses as well as other qualifications. Mark’s career spans financial services, corporate advisory (AT Kearney and KPMG) and lecturing (RMIT University).
Scott Brunsdon
Scott Brunsdon is the general manager of depreciator.com.au, a leading provider of tax depreciation schedules. An active property investor with a strong background in marketing, Scott is passionate about giving property investors an easy and seamless experience.
Jonathan Preston
Jonathan Preston worked in financial markets trading CFDs before moving into mortgage brokering with Home Loan Experts in Sydney. Jonathan is also the founder and host of two podcast series being “The SMS Podcast” and “The Australian Property Podcast“.
Ben Symons
Ben Symons is a barrister in Sydney. Among other cases, Ben has acted for the respondents at the Federal Court in Todd Stephen McGrouther [2015], Seymour [2015] as well as the Full Federal Court in Macoun [2014]. On Tax Talks Ben shares his knowledge and expertise discussing the role of superannuation and testamentary trusts in estate planning.
Claire Thornett
Claire Thornett is a member of the Specialist Tax Advisory team at WLF Accounting & Advisory in Hobart. Claire’s expertise includes specialist taxation advice for not-for-profits, charities and cooperatives; tax effect accounting; preparation and review of income tax and fringe benefits tax returns for a range of entities.
Fringe Benefit Tax – Meal Entertainment Fringe Benefits – Car Parking Fringe Benefits
Andrew Fricot and Ankur Dhar
Andrew and Ankur are Customer Account Advisors at Revenue NSW. Having joined Revenue NSW in 2004 and 2005 respectively, Andrew and Ankur specialise in payroll tax as well as Small Business Grants and the Jobs Action Plan Rebate.
Payroll Tax Contractor Provisions – Payroll Tax Grouping Provisions – Payroll Tax – NSW Payroll Tax Exemptions And Rebates
Jane Bruno
Jane Bruno has been helping American expatriates with their US tax obligations for well over 30 years through Bruno American Tax Services. Having worked at the IRS in Germany and lived in South Africa and Nigeria, Jane is still working in her chosen speciality of providing tax advice to US communities all over the world. Jane has written a book as well as numerous articles and blog posts about US expatriate tax matters — all with the aim of helping American expatriates with their US tax returns.
Kevin O’Hara
Kevin O’Hara is co-founder and CEO of Techwitty as well as CIO and Technology Investment Portfolio Manager of Tulla Private Equity Group. An advisor to The Crypto Company, Kevin sits on a range of philanthropic and strategic global advisory boards.
Chloe Ward
Chloe Ward is the Associate Director of Intello and an SMSF Specialist Adviser with the SMSF Association. Based at the Gold Coast Chloe is passionate about helping others to work through the many changes the SMSF industry is currently facing.
Why Not To Offshore SMSF Work – SMSF Events Based Reporting – SMSF Estate Planning Post July 2017
Robert Campbell
Robert Campbell has worked in senior roles at Ernst & Young, Grant Thornton and Pitcher Partners. Established in 2012, Robert is the principal partner at McLeod Campbell & Associates. Robert is a Chartered Accountant, a Chartered Tax Adviser and a lecturer for The Tax Institute in Sydney.
Tax Residency of Individuals and Companies – The Story behind the Bywater Case – Commercial Debt Forgiveness
Susan Franks and Karen Liew
Susan Franks and Karen Liew are tax policy advisers with Chartered Accountants Australia and New Zealand (CA ANZ). Members of various ATO, TPB and Board of Taxation reference and stewardship groups, they both write, analyse and advise extensively about Australian tax policies.
Manoj Abichandani
Manoj Abichandani has worked in the SMSF industry for over three decades in various roles ranging from tax agent and accountant over SMSF auditor and IT entrepreneur to consulting other accountants. Manoj is the SMSF Technical Director at www.trustdeed.com.au but also runs Online SMSF Auditor and a range of other online ventures.
Online SMSF Auditing Software – Online Legal Documents – Sole Purpose Test
Mike O’Hagan
Mike O’Hagan started MiniMovers with $200 and a ute and grew it to an annual turnover of $23m with 320 employees. One crucial step in the success of MiniMovers and Mike’s other ventures was building up a large team in the Philippines.
Mike shares his knowledge and experience of offshoring to the Philippines on regular tours through Manila and Clark with mikesbusinesstours.com.
Andrew Hunzicker
Andrew Hunzicker is an American CPA & CFO with extensive expertise and a strong focus on the cannabis industry, based in Bend, Oregon. As the founder of Dope CFO, Andrew runs a Cannabis & CBD Accounting and Tax training program.