Presenters
The Institute of Chartered Accountants
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Presenter Profiles
Adalene Pandeli
Director Corporate Tax Group
KPMG
Adalene is a Director in KPMG's Corporate Tax Group. Adalene joined KPMG in 1998. Adalene has experience in assisting both in-bound and out-bound multi-national corporate groups with a broad range of corporate and international tax issues.
Adalene is responsible to present and coordinate the Institute's KPMG Monthly Corporate Tax Update. This series will see KPMG partners, directors and managers present an up to the minute tax update as part of the Chartered Accountants Live Online Training program.
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Adrian Rowley
Chief Investment Officer
London Partners
Adrian Joined London Partners in 1997 and in 2001 transitioned to the Portfolio Management Department from his previous role as a Certified Financial Planner (CFP). Adrian became Chief Investment Officer (CIO) in 2003. As CIO, Adrian chairs the investment committee and provides analysis of investment markets, portfolio asset allocation and reviews internal and external research.
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Allan Swan
Principal
MOORESLEGAL
Allan Swan is a principal of MOORESLEGAL. He holds degrees in law and economics and a diploma in financial services. Allan’s background in taxation and trusts law gives him a practical perspective in providing legal advice and consulting services to financial advisors, accountants, lawyers, and their clients, in respect of:
• Estate planning and testamentary trusts.
• Superannuation death benefits
• Self managed superannuation funds.
• Family, unit, hybrid, protective and specific purpose trusts.
• Asset protection planning.
• Intra business agreements and business succession.
• Taxation and duty issues arising from the above areas.
Most of Allan’s working week is spent as a legal practitioner, the balance is taken up with presenting seminars, workshops and conference papers and with writing.
Examples of Allan’s extensive writing include the books Estate Planning Documents (published by MOORESLEGAL) and Master Estate Planning Guide (to be published by CCH in the 2nd half of 2009).
Allan is accredited by SPAA as an SMSF Specialist Advisor and is a fellow of the Taxation Institute of Australia.
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Andrew Archer
Audit & Assurance Services
Grant Thornton Australia Limited
Andrew has been with Grant Thornton since 1987, including a two-year secondment to the London office. Andrew has also spent 6 months managing an Australian subsidiary of a US Group. He has been a partner since 1999. He is responsible for co-ordinating audit and other services to a diverse portfolio of clients, including listed companies, international groups, large proprietary companies and not-for-profit organisations.
In addition to his client service role, Andrew is involved in technical matters including financial reporting, accounting standards, and assurance. Andrew was an alternate member of the Urgent Issues Group and is also a member of the Grant Thornton IFRS Interpretations Group, an international committee responsible for the implementation and consistent application of IFRS globally. He also participates in various technical discussion groups and is a regular presenter of technical materials for the Institute of Chartered Accountants in Australia.
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Andrew Bloore
CEO
Smartsuper Pty Ltd
Andrew is one of the two founders of Smartsuper Pty Ltd. He is responsible for Technical Services of Smartsuper Pty Ltd and has an in depth knowledge of the legislation and its uses.
Andrew was personally appointed by the Commissioner for Taxation to the top Superannuation Consultative Committee within the ATO. Smartsuper is the only private company in Australia represented on this committee. The focus of that committee is to liaise with the legislators and industry in relation to legislative change. He was also part of the Treasury committee responsible for the drafting and review of the recent Simple Super Legislation and Regulations.
Andrew has presented at senate select committees on superannuation and to various government and industry bodies and was involved in the drafting of the audit paper for Self Managed Superannuation Funds.
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Andrew Hutt
Partner – Taxation
KPMG
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Andrew Mackenzie
CEO
Shirlaws Pty Ltd
Andrew is a partner in the global Shirlaws business and the CEO of Shirlaws in Australia. He joined Shirlaws Australia in 2001 and coaches business clients across a range of industries including accountants, lawyers, real estate agents, mortgage brokers, software developers, importers, recruiters and financial planners.
Andrew started his career in importing and his roles focused on selling products with complex decision-making processes, long lead times and high educational and implementation requirements. In 1996 he gained the agency for several new product lines and established his own importing business focusing on the healthcare and hospitality industries. He has genuine empathy for his clients because he understands first-hand the pressures and joys of owning and managing his own businesses.
In late 2005 he relocated to Auckland, New Zealand with his young family in order to formally establish and grow the Shirlaws business. The business is now well established and Andrew is a director in this business.
In January 2008 Andrew returned to Australia to take on the role of CEO of Shirlaws Australia.
His strengths in coaching come from his uncanny ability to cut to the core of the issues facing a business. He thinks laterally, asking questions to challenge old assumptions, open up possibilities and renew energy in a business. He is courageous, funny and honest. Andrew is often called on to make formal presentations or facilitate strategic meetings, and he has a rare capacity to manage the energy of a group while communicating ideas and providing new frameworks for making decisions.
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Andrew Stringer
Head of Audit
Institute of Chartered Accountants in Australia
TBC
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Andrew Heard
Director
Heard Phillips
Andrew Heard is a Chartered Accountant and Official Liquidator and is the joint founder of Heard Phillips; a boutique chartered accounting practice based in Adelaide focused on providing value for money business improvement, restructuring and corporate insolvency services.
Andrew has worked exclusively in the field of restructuring and corporate insolvency since 1990. In that time he has worked in specialist practices, second tier firms and the big 4.
In the past Andrew has conducted many high profile matters including being appointed the Receiver & Manager of Andrew Garret’s vineyard and viticultural assets and Torbrek Vintners Limited, the restructuring manager for the recovery of a $45 million portfolio of impaired assets for a major Australian trading bank, the restructuring adviser to a family owned group with interests in civil engineering, mining and transport and he prepared investigative accountants reviews of a large plastics and brushware manufacturer and a professional services practice with offices in 6 countries.
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Arnie Narayan
Partner
Duncan Basheer Hannon, Lawyers
For more than 15 years, Arnie Narayan has focused on the advisory, transactional and litigation aspects of corporate and commercial law. Within that spectrum, he has particular expertise in insolvency and reconstruction.
Arnie, who leads his firm’s Commercial Disputes and Insolvency practice, regularly acts for insolvency practitioners, lenders, directors, creditors and other key stakeholders in insolvencies, corporate recoveries, corporate restructurings and litigation.
As a litigator, Arnie is involved in resolving disputes, ranging from contractual and trade practices disputes through to defamation claims and property settlements. His experience spans a broad range of industries, including aviation, agribusiness, property and construction, wine and the public sector and he regularly advises individuals and corporations on risk and asset protection.
Arnie is Deputy Chairman the Insolvency Practitioners Association of Australia (SA & NT), a member of the Banking Law Association of Australia, a member of the Business Law Section of the Law Council of Australia, a former Board Member of the Law Society of South Australia, a member of the Institute of Company Directors and a director of Travancore Corporate Advisory Pty Ltd.
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Ben Travers
Senior Manager, Employment Taxes
KPMG
Ben Travers is a director in KPMG's Equity Based Compensation team. Ben has over 10 years experience advising public and private companies on all aspects of the design and implementation of employee share schemes.
Ben's experience includes the implementation of option and rights plans, restricted share plans, $1,000 tax exempt plans, stock appreciation right plans, loan plans and phantom plans.
Ben has been actively involved in the consultation process in respect of the recent legislative changes to the taxation of employee share schemes as well as broader executive remuneration matters such as the Productivity Review into Executive Remuneration
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Ben Watkinson
KPMG
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Boris Gontmakher
Senior Consultant
KPMG
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Bruce Thomas
Tax Training Specialist
Institute of Chartered Accountants in Australia
Bruce has many years experience in taxation including GST, Fringe Benefits Tax and Sales Tax. For 17 years, he worked for the ATO and assisted in the implementation of GST from 1998 to 1999.
Previously a tax manager for William Buck Chartered Accountants in Sydney, Bruce provided advice on the application of GST and FBT, along with developing and presenting seminars in these areas.
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Bryan Skipworth
Manager, Corporate Tax
KPMG
- Bryan has over eight years experience in accounting and taxation matters, including income tax, fringe benefits tax (FBT) and petroleum resource rent tax (PRRT).
- His recent FBT experience includes:
* assisting clients in FBT matters who range from diverse industries including government, mining, oil & gas, and agribusiness
* providing advice to clients on a variety of FBT matters
* assisting in FBT return preparation and other compliance activities
* being part of the tax technical review team for KPMG’s FBTSimplifier® software, recently acquired by the Thomson Reuters Group (prior to the sale of the FBTSimplifier® software, Bryan was also KPMG Perth’s resident product champion and external client software trainer)
* facilitating FBT training sessions for KPMG’s in-house training for the CA Program
- Bachelor of Commerce (Accounting and Taxation)
- Member of the Institute of Chartered Accountants of Australia
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Campbell Simpson
RSM Bird Cameron
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Christin Schaller FCA
Quality Review Technical Consultant, Standards & Public Affairs
Institute of Chartered Accountants in Australia
Christin runs a successful consulting practice specialising in providing audit and assurance training to small to medium Chartered Accounting firms and has assisted a number of firms in meeting the documentation requirements of the ‘force of law’ auditing standards. She is a regular presenter for the Institute, presenting at various conferences over a number of years.
Christin is also a technical consultant to the Institute’s Quality Review Program, specialising in audit and assurance matters she has acted as a sessional lecturer in assurance services for Macquarie University’s postgraduate conversion course.
Prior to establishing her own practice, Christin held dual roles at Pannell Kerr Forster, managing the national training function as well as a select portfolio of audit clients. She gained her pre-qualification experience at KPMG.
Christin has completed postgraduate studies in Adult Education at the University of Technology.
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Claire Locke FCA
Technical Consultant
Institute of Chartered Accountants
After experience in audit and accounting divisions at a mid-tier accounting firm in Australia and the UK, Claire now combines her role as a Technical Consultant at the Institute of Chartered Accountants with presenting seminars on for accounting firms and lecturing at Macquarie University. In her role at the Institute Claire is responsible for maintaining the Institute’s Quality Control Manual as well as assisting members to apply the accounting and auditing standards.
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Craig Jackson CA
Partner
Ernst & Young
Craig is a partner with over 22 years’ experience in advising leading domestic and multinational corporations on the management and resolution of complex tax risk reviews, tax audits and disputes. Craig specializes in corporate tax, Part IVA, partnership and service trusts and has a wide client base across the entertainment and media; information technology; food manufacture and gaming industries. Craig has recently been involved in resolving complex ATO corporate tax audits with a range of clients, in manufacturing and media industries. He is also providing strategic support to clients in litigation with the ATO.
Craig is both a Chartered Accountant and Solicitor, with qualifications including a master of laws (obtained with a tax focus).
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Craig Dangar
Presenter
Perpetual
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Daniel Smedley
Principal
Harwood Andrews Lawyers
Daniel Smedley is a Principal of Harwood Andrews Lawyers.
Daniel is an LIV Accredited Specialist in Tax Law and holds a Master of Taxation.
Daniel is the principal author of the Trust Structures Guide and a
regular presenter at industry conferences and workshops.
Daniel primarily advises businesses and high net worth individuals in relation
to business and investment structuring, trusts, succession planning and
taxation law.
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Darren Clarke
Head of Strategy | Specialised Businesses
National Australia Bank
Darren joined the NAB in 2004 and has been involved in strategic development activities across the Business Bank, Retail Bank, Wealth Management and Asian businesses. Darren is also responsible for the NAB’s approach to Climate Change and was lucky enough to be selected as one of Al Gore’s ambassadors to deliver “An Inconvenient Truth” slide show.
Prior to working at NAB, Darren spent 6 years as a Project Manager and consultant, including 4 years at Boral developing real time logistics optimisation technologies and processes. Darren started his working life as a Naval Officer in the Royal Australian Navy.
Darren has an MBA and a Bachelor of Science degree.
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David Fincher
Ernst & Young
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David Lilja
Senior Manager, Indirect Taxes & Incentives
Ernst & Young Australia
Professional Qualifications and Memberships
• Bachelor of Business Accounting, Victoria University
• Master of Taxation, Monash University
• Currently completing the Master of Business Administration, Monash University
• Fellow Member of The Taxation Institute of Australia
Employment Experience
David is a Senior Manager specialising in Employment Taxes with over 11 years experience in the area.
David has had extensive experience with a broad range of clients from multi-national public companies to government entities advising primarily on FBT and reportable fringe benefits, salary packaging, PAYG Withholding, Payroll Tax, WorkCover, and Superannuation Guarantee.
He regularly provides advice in respect of a broad range of FBT and other employment tax related issues including:
• Strategic and commercial taxes consulting advice
• Identifying, and planning for, tax issues associated with a broad range of clients in a variety of industries and
• Structuring and tax minimisation techniques.
Other functions include:
• Assisting clients with the preparation and review of FBT and payroll returns. This includes compliance and process reviews
• Preparing and assisting clients in the preparation of policy and procedure manuals in respect of employment taxes, in particular providing assurance on tax effectiveness and guidance on better practices.
David is also a frequent speaker at seminars conducted by Ernst & Young and other professional bodies. He also facilitates on behalf of the Victorian Department of Treasury and Finance their annual series of FBT and PAYG seminars.
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Dorothy Crosby
Business Aptitude
Dorothy Crosby is a founding Director of Business Aptitude and Training Beyond Accounting. She has over 20 years experience working with businesses and professional service practices. After graduating from Sydney University with a Bachelor of Economics Degree, Dorothy worked for Price Waterhouse before starting her own business. She has had over 10 year’s experience as an external consultant on best practice for accounting firms, including many of the BRW Top 100 Group of firms. Today, she is responsible for non-technical training programs for accounting firms in the areas of leadership, communications and practice management.
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Dr Philip Bender
Manager
KPMG
Dr Philip Bender is a Manager at KPMG and has significant experience in corporate and international tax. Philip also has wide ranging industry experience in the financial services, funds management, superannuation and insurance sectors. Philip has worked on a number of large acquisitions and cross-border transactions, including major inbound and outbound transactions involving India, China and South-East Asia. He has published extensively in professional and academic journals in the fields of taxation and international law. In particular, he has written many articles in the diverse fields of international tax, trusts, capital gains tax, income tax, employment taxes, GST, and stamp duty. He was also recently a visiting scholar at the United Nations Commission on International Trade Law and worked at the International Tribunal for the Law of the Sea in 2007.
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Dr Sven Hansen
Founding Partner
Resilience Institute Limited (Auckland)
Dr Sven Hansen is well known to Australasian professionals having run a series of personal development and leadership programmes over the last decade. Sven is a medical practitioner with an MBA. His Resilience programmes included physical wellbeing, stress mastery, emotional intelligence and brain training. He has worked with some of the leading professional firms in New Zealand, Australia and Asia. Sven is married to Susan (an Accountant!) with two children and lives in Auckland.
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Emma Spiers
Ernst & Young
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Gareth Newport
KPMG
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Gareth Newport
Senior Manager, R&D Incentives Tax
KPMG
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Gary Martin
Consultant - Tax
Institute of Chartered Accountants
Gary’s tax career commenced with the ATO, where he worked for 10 years in Adelaide and Canberra. The last 4 years of this period was spent in ‘policy and legislation’ including 12 months working on the Ralph Review of Business Taxation, based in the Department of the Treasury.
Gary then worked for Deloitte for five years in Melbourne and Adelaide, specialising in corporate tax issues such as mergers and acquisitions and due diligence for business purchases and sales.
Gary subsequently joined BDO Kendalls in Adelaide where he was a partner for three years and was subsequently appointed National Tax Technical Director.
During his career, Gary has presented at numerous tax seminars for the Taxation Institute of Australia and has been a consulting tax trainer with the Institute of Chartered Accountants for the past two years.
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Gemma Dale
Manager ThreeSixty Technical
ThreeSixty Technical
Gemma has recently joined MLC as manager of the ThreeSixty Technical team.
The ThreeSixty Technical team’s main focus is on helping your business provide quality advice through phone and email support, an up-to-date reference and resource library on AdviserPoint, and the delivery of presentations and professional development workshops.Previously Gemma was a Senior Technical Manager at Asgard Wealth Solutions and Head of Technical Services at Suncorp in Brisbane. She has over 8 years experience in the financial services industry.
Gemma holds a Bachelor of Business (Honours), Bachelor of Economics and Bachelor of Arts, as well as the Advanced Diploma of Financial Planning.
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Geoff Mann
Partner
Blake Dawson
Geoff is a partner in the Blake Dawson Tax Team. His practice covers most areas of revenue law with particular emphasis on:
• goods and services tax
• stamp duty
• land tax
• human resources taxes (including fringe benefits tax, payroll tax, workers' compensation premiums, superannuation guarantee charge and PAYG)and
• research and development income tax concession
A contributor to a number of well known and respected publications and a regular seminar presenter, Geoff's expert commentary is regularly sought on matters relating to his principal areas of practice. Geoff was also the founding General Editor of the LexisNexis Stamp Duties in Practice newsletter.
Geoff's GST experience dates back to 1991 as a senior member of a major chartered accounting firm's team responsible for preparations for a GST during the period 1991-1993 in relation to the Hewson Fightback! proposal.
Geoff has practised in stamp duty for over fifteen years, advising on a wide range of transactions and issues across all states and territories duties legislation.
Geoff's multi skilling across tax areas, his dual legal and accounting qualifications, as well as his practical exposure to legal drafting put him in a unique position to address the issues arising in his areas of practise.
Geoff has worked extensively in the property industry, having acted on a number of large real property developments, acquisitions and leasings. Geoff currently acts for a number of listed and large private property developers and owners.
Geoff acted in the establishment of Grand Hotel Group and acquisitions of Grand Hyatt Melbourne and Perth Hyatt, as well as providing ongoing GST advice to GHG.
Geoff has chaired the Property Council of Australia's Victorian Taxes Committee for 2 years and was a member of the Victorian State Taxes Consultative Council (representing the Property Council).
Geoff has been heavily involved in the Property Council's successful efforts to have land tax rates reduced in Victoria and in representing the Property Council in relation to ongoing reform of land tax and stamp duty in Victoria.
Geoff is admitted to practice as a lawyer in Victoria, New South Wales and Western Australia, was a Certified Practising Accountant for over 10 years and is a Fellow of the Taxation Institute of Australia.
Geoff holds a Bachelor of Economics (Honours in Accounting and Finance), a Bachelor of Laws and a Masters of Tax. Geoff also taught Accounting and Business Finance for 3 years at Monash University and more recently has taught Masters Program courses on stamp duty at both Monash University and the University of Melbourne.
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Geoffrey Harris
Consulting Accountant
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Hugh Gyton
Just a conversation
Hugh has been involved in conversations that matter for over 25 years in diverse cultural backgrounds around the globe for products and services that have had a price range from
$2,000 to over $30million. His success in the field has been built on the premise that we are all selling all the time - whether it is:
• our ideas
• our product or service
• how we want our children to behave, or
• our own choices as to how we live our lives.
Core to Hugh’s philosophy is that “people buy people first, not companies or products” after all..... ‘Selling is Just a conversation™’ and business performance is literally defined by the conversations employees choose to have.
Having now coached and assisted hundreds of individuals across a wide-range of industries for both large and small organisations, Hugh has found his purpose. To get people comfortable in, and consciously managing conversations that matter, building trust, and ultimately experiencing more out of life.
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James Macky
Partner – Corporate Tax
KPMG
James is a partner in KPMG Corporate Tax and has over 12 years experience in KPMG’s Melbourne and Adelaide offices.
James has expertise in advising Australian corporates and multi nationals on corporate tax issues, and, in particular capital management – such as demergers, share buy-backs, corporate restructuring and structured finance.
Qualifications and memberships
• Bachelor of Commerce
• Bachelor of Laws (Hons)
• Master of Laws
• Barrister and Solicitor of the Supreme Court of South Australia
• Institute of Chartered Accountants Australia (Associate)
• Taxation Institute of Australia
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Jane Mead
RSM Bird Cameron
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John King
Director
AJK Consulting
Business strategy which drives profit improvement is the focus of John’s 15 year consulting practice.
Working with Australian and international businesses, John has assisted in improving performance across a wide range of industries.
He has been Chief Financial Officer at Perth Building Society, State Government Insurance Commission of WA, SGIO Insurance, JeansWest and was Chief Accounting Officer of CRA Ltd (now Rio Tinto). With a strong consulting background, and international training experience, John is able to apply extensive practical experience and knowledge to client projects.
A Fellow of CPA Australia and the Australian Institute of Company Directors, John holds a Master of Business Administration (MBA) degree from one of the world’s leading business schools - the University of Chicago, as well as a commerce degree from the University of Western Australia.
John presents various specialist sessions for the Institute in areas of business strategy and financial performance improvement.
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John McAlister
Assistant Commissioner - Standard Business Reporting
Department of Treasury and Finance
John McAlister is currently a Team Leader in the Standard Business Reporting Program. Leading the General Ledger Reporting Team, John is reponsible for the delivery of SBR’s financial reporting Taxonomy as well as assuring each of the 12 participating agencies is ready for SBR implementation.
John is a recognised leader and strategic thinker with an attitude and enthusiasm for achievement. In both the public and private sectors John has lead strategy, design and the implementation of change, particularly from ‘old’ to new technology, delivering credibility and confidence in business and administrative systems and programs at low risk.
This is demonstrated through his current role in the Standard Business Reporting Program, and his previous leadership of major projects such as e-tax, the Tax Office flagship online product for Individuals and positioning of e-tax as the major tool for developing and delivering pre-filling initiatives.
John’s interpersonal skills have enabled him to build strong relationships with key stakeholders across government, with software developers and tax agents, while promoting a strong user-centred, co-design perspective.
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Jule Fuller
Thinkology
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Justin Siew
Senior Tax Consultant
KPMG
Justin Siew is a senior tax consultant at KPMG Melbourne in the Corporate Tax Group. Justin has worked within KPMG Tax for three years and has gained experience with a broad range of corporate tax issues across a wide range of clients. Justin holds degrees in Engineering and Law from the University of Melbourne.
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Kathryn Breden
Director, International Executive Services
KPMG
Kathryn has over 10 years of experience in advising a wide range of clients on all aspects of fringe benefits tax (FBT). Kathryn has advised clients in relation to designing and reviewing FBT processes, salary packaging policies and expatriate policies to ensure maximum benefits for employers and employees.
Kathryn has been involved in obtaining private binding rulings from the ATO in respect of a number of FBT matters and is a presenter at FBT sessions.
Qualifications and memberships
• Bachelor of Economics, Bachelor of Law
• CA, Member of Institute of Chartered Accountants
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Keat Chew
Head of Technical Services
Netwealth Investments Limited
As the Head of Technical Services with Netwealth, Keat is responsible for the provision of financial planning technical expertise to Netwealth distribution network. Keat is a Chartered Accountant, qualified with Ernst & Young in London, specialising in the areas of corporate and international taxation. He has since worked in Australia for a number of years in the financial services industry providing specialist business and corporate services advice, in the areas of remuneration packaging, financial planning, investment consulting, taxation and superannuation consulting advice.
In total, he has in excess of 20 years of experience in the superannuation and financial planning industry, gained through Colonial, KPMG and AXA. His last role before joining Netwealth was with Genesys Wealth Advisers where he was the Head of Private Clients. Keat has developed a high profile in the financial planning industry, speaking regularly on financial planning and taxation issues at professional conferences and seminars around Australia, including at professional development days of major financial planning dealerships.
Keat enjoys the challenge of developing "simple and practical solutions" to complex financial planning issues. This ability to take a piece of complex legislation and turn it into simple workable strategies is well demonstrated in his presentations to advisers and clients at all levels.
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Ken Mansell
Tax Trainer
Institute of Chartered Accountants in Australia
Ken currently works as the Taxation Manager for Raytheon in a part time capacity. Ken has worked on the secretariat of the Review of Australia’s Future Tax System (“Henry Review”), in the office of the Assistant Treasurer advising on taxation policy and have worked in the Revenue Group of the Treasury developing and implementing policy in relation to Consolidations, Taxation of Financial Arrangements, scrip for scrip rollovers, amendment periods, specific anti avoidance provisions and objections. Ken has also worked in the Tax Division for both KPMG and Deloitte, a Tax Trainer and Tax Specialist for the Institute of Chartered Accountants in Australia and the Head of Taxation for the Seven Network Limited group. Further, Ken has worked as a legal researcher in both commercial and academic roles.
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Kerry Hicks
Head of Reporting
Institute of Chartered Accountants in Australia
Kerry Hicks was appointed as the Head of Reporting for the Institute of Chartered Accountants in Australia in 2007. With more than 20 years of experience in the accounting profession, Kerry provides strong leadership, technical competence and support in the area of reporting for the Institute.
Prior to her current role, Kerry was the Executive Director of the Technical Consulting Group with Ernst & Young. Kerry has developed expertise in the implementation of International Financial Reporting Standards (IFRS) both in Australia and internationally, and more recently has focused on providing technical accounting support to small and medium sized entities.
Kerry is a results orientated strategic thinker who is focused on raising the profile of the Institute on financial and non-financial reporting issues. She plays a vital role in enabling the Institute to provide expert advice to assist members in dealing with the new regulatory environment.
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Kevin Marlow
NZ Institute of Chartered Accountants
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Kim Heng
KPMG
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Kirstin Hazell
Manager, Corporate Tax
KPMG
Kirstin is a Manager with more than four years experience providing tax advisory and compliance services to a range of corporate clients. Specifically, Kirstin's clients include Victorian State Government entities, insurance companies and a bank among other general corporates.
Kirstin holds a Bachelor of Commerce/Law (honours), a Graduate Diploma in Legal Practice, and is currently studying towards a Master of Tax.
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Kirstin Schirmer
Director
PricewaterhouseCoopers Indirect Taxes Team
Kirsten Schirmer is a Director in the PricewaterhouseCoopers Indirect Taxes Team.
Kirsten specialises in advising on GST issues for government and not-for-profit organisations and has been consulting to these industry sectors for 13 years.
As an ex-public servant, Kirsten has an excellent working knowledge of the business and tax issues facing government agencies and the public sector. Her clients are almost solely from these sectors, and she has advised on the various commercial and GST aspects of public sector operations and service delivery, including administration of grant funding, tax-effective models for multiparty service delivery, fees and charges, property transactions, land swaps and compulsory acquisitions as well as the management of tax risk and technical issues within a shared services environment. She has also advised charitable and public health organisations on the various aspects of fundraising and donor management.
Qualifications
• Bachelor of Economics
• Bachelor of Laws (Hons 1)
• Graduate Diploma of Legal Practice
• Associate, Taxation Institute of Australia
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Kylie Rusten CA
Executive Director Human Capital, Employment Taxes
Ernst & Young
Kylie is an Executive Director in the Human Capital (HC) Practice and has over 12 years experience in Employment Taxes, specifically:
• Advising on the Fringe Benefits Tax implications for employers
• Conducting strategic reviews and tax risk management of companies’ employment tax systems and compliance processes
• Advising on salary packaging
• Conducting technical reviews to identify non compliance with respect to employment taxes
• Advising on State payroll taxes including assisting numerous companies with Revenue Office payroll tax investigations
• Advising on PAYG withholdings for domestic and expatriate employees
• Advising on superannuation obligations for employees, expatriates and contractors
• Performing due diligence views on all areas of employment taxes
• Providing technical and practical employment tax training for Companies and their employees.
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Kym Bailey
Senior Technical Advisor
Grosvenor Financial Services
Kym Bailey has 15 years experience within the field of superannuation, working at the ISC for the implementation of the SIS Act and being integral to the development of an audit template to be used for small superannuation funds, followed by several years as a technical consultant to practitioners and their clients.
More recently, Kym has moved into the financial services arena providing technical advice in respect of superannuation and taxation as well as pre retirement and retirement structuring aimed at tax efficiency and estate planning.
As a professional accountant, Kym has worked with practitioners and clients on the full range of superannuation matters from compliance through to high level structuring and tax planning.
Specialising in self managed superannuation funds has ensured that Kym remains at the 'coal face' of superannuation consulting.
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Langdon Patrick
Senior Manager
KPMG Tax Practice
Langdon is a Manager in KPMG's Canberra tax practice , with over 10 years' experience providing taxation advice to both private and public sector organisations. Langdon's experience covers many areas of taxation, including GST, FBT and income tax, with a particular focus on income tax issues faced by SMEs . He has provided taxation advice to SME's across a range of industries. Of particular note, Langdon specialises in providing structuring advice to best access the CGT Small Business Concessions. Langdon is a member of the Institute of Chartered Accountants in Australia and holds a Master of Applied Taxation degree from the University of New South Wales and a Bachelor of Economics degree from the Australian National University. Langdon has also sat on the examinations panel for the tax module of the ICAA's CA Program.
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Lee Holland
Senior Manager, M&A Tax Group
KPMG
Lee is part of the firm’s M&A Tax Group and has more than 10 years of taxation experience, with a particular focus on the private equity industry.
Through Lee’s involvement in the M&A Tax Group, he has worked on private equity deals across a diverse range of industries and has a great deal of experience with respect to the co-ordination and project management of asset due diligence, often being carried on in several countries simultaneously.
Through Lee’s extensive experience in private equity deals, he understands the key diligence and structuring value drivers for private equity including the implementation of innovative financing, holding and management participation structures.
In addition to his relevant work experience, Lee has also co-authored an article for the International Tax Review on Australian M&A Tax as well co-authoring the Australian chapter of KPMG’s ‘Taxation of Cross-Border Mergers and Acquisitions’ for many years. Lee is also a regular speaker at KPMG and external events.
Qualifications:
Bachelor of Commerce, Monash University
Bachelor of Laws, Monash University
Master of Laws, Melbourne University
Sector experience: Energy, manufacturing, airlines, gaming, hotels, retail, property
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Lily Li
Senior Tax Consultant
KPMG
Lily Li is a senior tax consultant at KPMG and is a qualified Chartered Accountant. She has worked in the industry for five years and is currently pursuing her Master of Taxation at the University of Melbourne. Lily also holds a Master of Professional Accounting at Queensland University of Technology.
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Linda Chander
Director of Enskills Learning & Development
Enskills Learning & Development
As a Director of Enskills Learning & Development, Linda Chander develops and delivers training programmes in the areas of Business Communications, Management Effectiveness, Leadership and Personal Development. Enskills has provided training services to many significant organisations in Australia and overseas, including KPMG, Deutsche Bank , AOL Bangalore, India.
Linda trained and worked as a Journalist in the UK and then in Australia, where she was a contributor to several well-known titles before becoming the Editor of a specialist home design magazine. After re-training as a Teacher, she embarked on a career in education, which led her to finally adult Learning & Development.
Linda is an accomplished speaker on contemporary work/life topics, specialising in Communication and Influencing, and on Effective Business Writing.
Relevant qualifications and accreditations
• Bachelor of Arts Degree, Stirling University, Scotland
• Grad Dip Education, UNE, Armidale
• Cert IV Workplace Training & Assessment
• MBTI Practitioner, Institute for Type Development
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Louise Biti CFP, M Tax, B Ec, BA(AS), Dip FP
Director
Strategy Steps
Louise Biti has over 18 years experience in financial services, working for companies including RetireInvest ING and Asteron. Louise is a director on the FPA board and has received the FPA’s Distinguished Service award.
With a strong industry profile, Louise is regularly asked to develop content for technical manuals and educational programs. She regularly gives technical presentations at industry conferences and is a frequent contributor to industry and consumer media.
Strategy Steps is an independent, specialist consultancy delivering competitive and practical financial planning strategies to support business opportunities for professional advisers.
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Louise Ikeda
Nanuk Pty Ltd
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Mardi Heinrich
Senior Manager, Employment taxes
KPMG
Service Areas
• Fringe benefits tax
• PAYG withholding
• Superannuation
• Payroll tax
• Expatriate tax issues
Experience
• Mardi has approximately seven years of experience in advising clients on various aspects of employment taxes, particularly FBT.
• Mardi has assisted clients in preparing and reviewing FBT returns with a focus on ensuring the client’s treatment of benefits satisfies the legislative requirements and the most advantageous calculation methodology available is applied.
• Mardi regularly presents at FBT and salary packaging seminars and workshops, and has provided FBT compliance services to numerous clients in both New South Wales and Victoria.
Qualifications
• Member of the Institute of Chartered Accountants in Australia.
• Bachelor of Science (Psychology) & Bachelor of Commerce (Accounting & Human Resource Management/Industrial Relations), University of Sydney
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Marisa Batsiokis
Senior Manager
Ernst & Young
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Mark Wilkinson
Partner
Deloitte
Mark Wilkinson is a Partner within Deloitte Private where he specialises in superannuation, estate and succession planning. Mark has worked in every facet of the superannuation industry, has spent time specialising in self managed superannuation funds, public offer and employer sponsored superannuation. In recent years he has specialised exclusively in self managed superannuation funds.
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Mark Poole
Partner – Corporate Tax / Legal Practitioner Director
KPMG Tax Lawyers Pty Limited
Qualifications
• CA Australia
• Solicitor of Supreme Court of Victoria
• Fellow, Taxation Institute
Experience
Mark is a practising accountant and solicitor, and fellow of the Taxation Institute of Australia. He has written numerous technical papers in the areas of corporate restructures and the taxation of debt and equity. He was educated at St John’s College Cambridge and has a honours degree in law from Monash University, Victoria.
Industry/specialist experience
Mark is a Partner in KPMG’s corporate tax division and Legal Practitioner Director of KPMG Tax Lawyers Pty. Limited. He joined KPMG after working for 15 years with PwC (10 as a partner) and 4 years as a solicitor.
Mark specialises in taxation of capital raisings and Mergers & Acquisitions
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Martin Caplice
Partner
Ernst & Young
Martin is a partner and specialises in advising clients in relation to revenue disputes, tax office investigations, administrative law and taxpayers' rights under audit. Martin recently returned to Ernst & Young from the UK where he practised as a solicitor specialising in tax audit investigations and disputes conducted by HM Revenue & Customs and other pan-European tax authorities.
Martin has represented clients before the tax tribunals and courts in Australia in most areas of revenue law and tax administration with particular focus on corporate income tax, capital gains tax, Part IVA, transfer pricing and judicial review of ATO powers
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Matt Osmond
Tax Partner, Corporate Tax Group
PricewaterhouseCoopers
Matt Osmond is a Tax Partner in the Corporate Tax Group of PricewaterhouseCoopers in Melbourne. Matt holds a Masters of Law in Banking Law, an Honours Degree of Bachelor of Laws and a Bachelor of Economics, is a member of the Institute of Chartered Accountants in Australia and a fellow
of the Taxation Institute of Australia.
Matt has been working in corporate tax for over 14 years and specialises in banking and financial services. He has worked with a number of banks in Australia and London in relation to corporate and international tax matters. Matt leads the banking tax team at PwC in Melbourne and is a member of PwC’s TOFA leadership team. He has been involved in the TOFA consultation process and is now facilitating the practical and strategic implementation of TOFA for a number of clients.
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Matthew Curnow
SA & VIC State Manager
Carbon Planet Australia
Matthew joined Carbon Planet in 2006. As State Manager for South Australia he is responsible for managing a large corporate client base including the likes of Hilton, Internode and Johnson & Johnson. His in depth knowledge of the carbon economy has also enabled him to assist in the development and implementation of new products and services.
Prior to joining Carbon Planet, Matthew was the founding member of Trees Please! Inc, a Landcare group and the hills branch of Trees For Life. His passion for environment was the underlying reason for Matthew to join Carbon Planet.
Matthew currently sits on the SA Waste Management Carbon Committee and the Adelaide Hills Council Sustainability Advisory Group.
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Merv Lobb
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Michael Cain
Partner
Lawler Partners
Michael provides technical support to the audit and accounting teams throughout Nexia’s nine offices in two countries. His current projects include the review and implementation of revised practices of quality control systems and processes to ensure compliance with prescribed regulatory and professional standards and development of a complying audit methodology. Michael brings over 27 years experience as a registered company auditor and also tutors in accounting and audit at the University of Melbourne.
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Michael Charles
Director
KPMG
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Michael Talevich
Business and Taxation Manager
Nexis Accountants
Michael is a Business and Taxation manager at Nexis Accountants in Canberra where he provides taxation, accounting, and business advice to a wide range of clients. Prior to joining Nexis Accountants, Michael spent five years working in KPMG Canberra’s Tax Division. Michael has strong technical knowledge and extensive experience across a broad range of taxation issues specific to both the public and private sectors. He has presented at a number of Institute of Chartered Accountant conferences across Australia, in addition to providing technical tax training to new accountants.
Michael is a member of the Institute of Chartered Accountants and has a combined commerce and law degree from the Australian National University.
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Michelle Bennett
Director - Indirect Tax
KPMG
Michelle Bennett is a Director in the Indirect Tax Team of KPMG in Melbourne, specialising in GST and stamp duty.
Following the completion of degrees in commerce and law, Michelle joined a national law firm in 1997 and was admitted to legal practice in New South Wales in 1998. Joining the tax team during the beginning of the GST implementation in 1999 meant rapidly gaining a depth and breadth of experience both in the technical application and practical implementation of a new tax in a diverse range of business.
Michelle relocated to Melbourne in 2001 and completed a Masters of Taxation in 2002. A secondment to the internal tax team at a major bank for over 12 months cemented her understanding of the practical issues of tax compliance in a commercial environment.
This practical understanding complements her extensive experience in relation to the application of GST across a broad range of commercial transactions. Michelle has been involved in providing advice on the GST implementation and review programs of financial institutions, insurers, retailers, health care providers, managed investment schemes, property developers, corporate and government bodies.
Michelle’s practice involves a particular focus on the financial services and property industries and she has presented, written and co-authored numerous articles and papers for professional conferences and industry journals. She has also assisted clients in successful negotiations with the Australian Taxation Office on a broad range of engagements, including private ruling applications and refund claims as well as specific issues arising from ATO reviews and audits.
Michelle is a member of the Law Institute of Victoria and a fellow of the Taxation Institute of Australia.
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Moira Merrick
Principal
Deloitte
Moira is a Principal in the National Tax Technical Group at Deloitte's Melbourne Office. There Moira specializes in advising both public and private corporate groups, in addition to high net wealth individuals and their family groups on a broad range of tax matters. In this diverse role Moira's major focus, however, is providing tax consulting advice concerning trust distribution matters, debt forgiveness issues, group reorganizations, tax consolidations and capital gains tax for both trusts and companies.
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Natalie
Deloitte
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Nicholas Clifton
Senior Associate
Blake Dawson
Nicholas is a Senior Associate in the Melbourne Office of Blake Dawson. His practice covers most areas of indirect tax law with particular emphasis on:
• goods and services tax;
• stamp duty (including land rich duty, property trust structuring, mortgage duty and the corporate reconstruction exemptions);
• land tax; and
• human resources taxes (including fringe benefits tax and payroll tax).
Nicholas' broad practice enables him to consult in relation to overall tax structuring of large transactions as well as due diligence exercises.
Nicholas has practiced in Tax for 10 years, both in the Australian Taxation Office and for a number of Australia's top-tier law and accounting firms. He has a wide range of experience in stamp duty covering all areas of practice and all States and Territories and has advised a number of large property and financial clients.
Nicholas' GST expertise dates back to 2000 when he was part of a large law firm's GST implementation team where he assisted in setting up implementation and compliance regimes for a number of large clients. He has specialised in the application of GST to large property clients.
Nicholas holds a Bachelor of Science (Honours in Mathematics) and a Bachelor of Laws (Honours). He also taught in the Taxation Law programme for a number of years at the University of Queensland.
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Noelene Robertson
Senior Manager, International Executive Services
KPMG
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Peter Bembrick
Partner, Taxation Services
HLB Mann Judd
Peter joined the team at HLB Mann Judd Sydney in 1990 in the Business Services Division then joined the Tax Division in 1998. He became Partner in 2004. He advises clients and other accounting firms on all areas of taxation.His expertise also lies in Business Structures and Restructuring, Corporate Tax Compliance.
Tax Consolidation, Expatriate Taxation, Goods and Services Tax, Small Business CGT Concessions and Transfer Pricing. He has served on a number of advisory committees for the Institute of Chartered Accountants in Australia including the National CPE Tax Advisory Panel and has written many articles for small and medium business publications.
Qualifications and Memberships
Bachelor of Commerce (Accounting) - University of NSW
Master of Taxation – University of NSW
Member of the Institute of Chartered Accountants in Australia
Fellow of the Taxation Institute of Australia
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Peter Carlson
Partner
KPMG
Background
Peter Carlson is a Partner with KPMG in Australia. Prior to joining KPMG he was Head of Group Accounting Policy at the National Australia Bank, Peter was also responsible for the Global transition to IFRS of the NAB Group.
Industry Experience
Peter’s major role at KPMG is within the technical accounting and advisory area with specialist knowledge on financial services and business combinations. He is a member of KPMG’s International Business Combination Technical Team and a member of KPMG’s IFRS Panel.
Peter has provided advice to other large Australian corporations including ANZ, CBA, BHPB, Telstra, Macquarie Bank, Wesfarmers and BlueScope on a range of topics including financial instruments, loan loss provisioning, business combinations and impairment of non-financial assets.
He was also the technical director of the Malaysian Accounting Standards Board in 1998-2000.
Qualifications
• Bachelor of Business (Accounting)
• Master of Economics
• Doctor of Philosophy
• Member Certified Practicing Accountant in Australia
• Affiliate of the Institute of Chartered Accountants in Australia
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Peter McGinty
Tax Training Specialist
The Institute of Chartered Accountants in Australia
Peter is a Chartered Accountant with a degree in Commerce and Law from the University of Melbourne.
Peter has had over 20 years experience in income tax. This experience has been focused on domestic Australian tax issues affecting family businesses, SME’s and high wealth individuals.
Peter has worked for mid-tier accounting firms and is familiar with their in-house training needs. Peter has spent a number of years advising tax agents on tax matters.
Peter has extensive tax training experience having previously worked for the NTAA. During this time Peter also specialised in managing the ATO liaison functions and represented the association on various ATO committees.
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Peter Murray
Partner
KPMG
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Peter Townsend BA, LLB, FAICD,FCLA
Townsends Business and Corporate Lawyers
Peter Townsend is a Business and Corporate lawyer with almost 30 years experience in advising participants in the superannuation, accounting and financial services industries.
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Philip Broderick
Senior Associate, Business Law Department
Harwood Andrews Lawyers
Philip Broderick is a senior associate at the Harwood Andrews Lawyers Melbourne in the Business Law Department.
Philip provides trusted advice, primarily to businesses and medium to high-net-worth individuals regarding the use and regulation of superannuation funds, trusts and other entities as investment or business structures while ensuring such structures protect and enhance their commercial and personal interests.
Philip's areas of practice are:
• Superannuation advice
• Taxation advice for superannuation funds and members
• Trust advice
• Business and investment structures and restructuring
• Asset protection and wealth preservation
• Business and personal estate and succession planning
Philip applies his knowledge of superannuation, trusts and business and investment structuring matters to assist businesses and individuals make sound decisions taking into account superannuation and taxation considerations.
Philip commenced his career in law with Price Higgins in 2002 and joined Harwood Andrews Lawyers in 2004 when Price Higgins and Harwood Andrews Lawyers merged. He became a senior associate in 2007. Prior to 2002, he worked for the Australian Taxation Office during the implementation of the goods and services tax and for the ANZ Investment Bank. Philip has written numerous articles for Taxation in Australia and newsletters produced by the Small Independent Superannuation Funds Association and Harwood Andrews Lawyers.
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Philip Joe-Low
AML/CTF Program Manager for AMLcheck™
Deloitte Touche Tohmatsu
Philip’s primary focus is to further develop and support the content and capabilty of Deloitte AMLcheck™. His other focus is providing Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF/ETS) consulting and advisory services.
Prior to joining Deloitte in September 2007, Philip was responsible for AML/CTF Operations at the Commonwealth Bank of Australia including enforcement of Economic and Trade Sanctions (ETS) and the interdiction of Terrorist Financing in the RTGS and SWIFT payment streams. He also monitored the Bank’s outbound retail cross border payment flows for money laundering. His previous roles at the Commonwealth Bank include Acting Country Head - Vietnam, Regional Manager – Banks, Sovereigns and Supranationals with the Financial Institutions Group and Associate Vice President - Corporate and Structured Finance, specialising in aircraft, trade and sovereign credit risks. Prior to joining the Commonwealth Bank, Philip was part of the Academic Faculty at a number of institutions in Australasia specialising in Banking and International Finance.
Philip has a MBA from the Australian Graduate School of Management at UNSW, a Master of Management Studies from the University of Waikato, a Post Graduate Diploma in Arts in Economics and Bachelor of Arts in Economics, both from the University of Otago.
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Rachel Cook
Senior Manager, Advisory
Ernst & Young
Rachel is a Senior Manger in the Advisory Services team at Ernst & Young. Rachel has over 12 years of consulting experience delivering a range of financial management solutions to clients in Australia, Asia, US and Europe.
Rachel has experience in finance transformation and performance management with a key focus on defining and delivering enhanced financial and management information across the organisation. As a part of delivering enhanced financial information, Rachel’s engagements have often included a review of the month and year end processes.
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Richard Day
Managing Director
Life & Business Leadership Institute
Richard Day is a dynamic Professional Speaker, Corporate Facilitator and a successful Life and Business Coach and has been working within the Leadership, Business Management and Personal Development industry for twenty five years, both nationally and internationally.
He is also a member of the National Speaker's Association of Australia.
Richard is the Managing Director of the “Life & Business Leadership Institute” a successful consultancy specialising in topics relating to People, Passion and Performance.
He specialises in the following areas: Life and Business Leadership, Leadership Coaching (Business and Life), Self Leadership, Team Building, Change Management, Communication, Stress Management, Assertiveness Skills, Life and Work Balance, Health Management, and Goal Setting.FCPA, MBA, B Co
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Rob Jeremiah
Principal, Business Law Department
Harwood Andrews Lawyers
Rob Jeremiah is a principal of the Harwood Andrews Business Law department.
Rob is accredited by the Law Institute of Victoria as a specialist in both tax law and business law.
Rob is a member of the Law Institute of Victoria's Tax Law Specialisation Committee. He also chairs the Technical Committee of the Small Independent Superannuation Funds Association, a representative body of small independent superannuation fund services and suppliers, which was formed to provide a national voice to government.
Rob's principal areas of practice are:
• Business structuring
• Taxation advice
• Superannuation advice
• Business succession
• Family succession
• Trusts
• Business and commercial transaction advice
Rob is acknowledged as a leader in his field and is regularly asked to share his specialist knowledge on areas such as trusts and tax reform at national seminars and conferences organised by the Taxation Institute of Australia, the Institute of Chartered Accounts in Australia and the Australian Society of Certified Practising Accountants.
Rob was made a partner of Andrews & Backhouse in 1981. In 1992 he became a partner of the newly formed Harwood Andrews and has since been a principal of the firm.
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Rob Parker
Indirect Tax Director
KPMG
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Rob Warnock
Principal
Macpherson + Kelley Lawyers
Robert is a principal at Macpherson + Kelley lawyers and heads up M+K's tax and superannuation practice.
Rob advises accountants and their clients in tax matters. His 20 years experience in tax and related areas include:
• Income tax;
• Business tax issues;
• Capital Gains tax;
• Estate Planning;
• Tax Planning;
• Tax and Property issues;
• Tax structuring;
• Tax litigation;
• GST.
Rob has been a member of many Treasury and Tax Office tax consultation committees and appeared before parliamentary committees on tax reform issues. He has also published many articles on tax related matters and has been presenting practical tax seminars to accountants for more than 15 years.
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Rob Nixon
Director
Rob Nixon
Rob Nixon is an award winning consultant who loves helping Accounting firms improve their financial position.
Since 1985 Rob has been managing other peoples businesses or operating his own successful businesses.
He is not an accountant by training or qualifications. In fact he finished school when he was 16 so he has no formal qualifications at all. Just street smarts business acumen.
In early 1994 he literally fell into the accounting profession after an accountant attended one of his customer service seminars and asked for his help.
Rob enjoys the company of accountants. His friends don’t understand the passion he has for them!
Since that fortunate meeting in 1994 he has travelled the world working directly with accountants and building businesses that provide resources, training and consulting services to them.
He has authored countless articles and publications on what works and what does not work in high performing accounting firms.
He has directly coached over 300 partners of firms to be more successful and has had over 40,000 people attend his popular workshops and seminars.
He has successfully franchised his unique coaching model and as recognition of Rob’s success he has been inducted into the elite ‘Million Dollar Consultant® Hall of Fame.’ He is the first Australian to be awarded this honour and only one of thirteen globally.
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Roger Montgomery
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Ron Jorgensen
Principal
Harwood Andrews Lawyers
Ron Jorgensen is a Principal of Harwood Andrews Lawyers and primarily
consults on Federal and State revenue laws and revenue litigation.
Ron also advises in respect of business structuring, tax sensitive
commercial transactions and property developments. He is a member of
numerous technical and advisory taxation committees with the Taxation
Institute and State Revenue Office (Victoria).
Ron holds a Masters of Laws (Taxation) and is an LIV Accredited Specialist in Tax Law.
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Ron Jorgensen
Principal
Harwood Andrews Lawyers
Ron Jorgensen is a Principal of Harwood Andrews Lawyers and primarily
consults on Federal and State revenue laws and revenue litigation.
Ron also advises in respect of business structuring, tax sensitive
commercial transactions and property developments. He is a member of
numerous technical and advisory taxation committees with the Taxation
Institute and State Revenue Office (Victoria).
Ron holds a Masters of Laws (Taxation) and is an LIV Accredited Specialist in Tax Law.
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Sam Ayoubi
Tax Trainer
Institute of Chartered Accountants
A seasoned tax trainer, Sam brings a wealth of practical experience to his role at the Institute. His extensive consulting and training skills have been developed in second-tier firms including Moore Stephens and William Buck. Prior to joining the Institute Sam worked as a tax trainer with Kaplan Professional where he was involved in major training engagements including the ATO and Big 4 accounting firms. He has also been involved with the delivery and assessment of the Chartered Accountants Program since 2003. Sam is a Chartered Accountant and holds a Masters in Tax and Bachelor of Commerce majoring in Accounting, Commercial Law, and a sub-major in Economics.
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Sharon Burke
Partner - Enterprise Advisers
PKF
Sharon Burke is a Partner with the Enterprise Advisers business unit. Sharon has 20 years experience in the accounting profession and joined PKF in 1998. Sharon was previously based in Launceston with PriceWaterhouseCoopers. She specialises in providing taxation and accounting advice to small to medium sized enterprises.
Sharon’s strength lies in her ability to understand her clients business and works through their tax and accounting issues in a practical and efficient manner. Sharon’s clients like her responsive and personable approach.
Sharon is a specialist in GST, FBT and salary packaging. She is also one of the national presenters for the Institute of Chartered Accountants for public practice and business covering topics of GST updates, GST and property, business structuring, small business CGT concessions, FBT updates and salary packaging.
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Silvia Damiano
Director
Blip Group
Silvia Damiano has worked for a number of organizations in Australia, South America and South Africa. She brings an understanding of different cultures and industries. Silvia’s background is in organizational development, learning and science. Winner of the 2006 Australian Institute of Training and Development Excellence Awards, Silvia specializes in leadership, culture change, emotional intelligence and neuroscience. Her passion for people, knowledge and expertise are the key ingredients that makes her presentations and workshops a success among participants.
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Simon Connolly
Technical Services Manager
Perpetual Private Clients
Simon Connolly is a Technical Services Manager at Perpetual Private Clients responsible for interpreting legislation to ensure Perpetual Private Clients are providing advanced and sound strategic advice to clients.
Simon holds a Bachelor of Commerce and an Advanced Diploma of Financial Services. Simon has previously worked at MLC in the Business Development & Consulting team, he has also worked as a financial adviser and a paraplanner.
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Simone Lunny
Director, Global Transfer Pricing Services
KPMG
Qualifications
• Bachelor of Commerce - Deakin University
• ICAA Professional Year Program
Experience
Simone is a Director in KPMG’s GTPS practice, providing transfer pricing services to a multitude of multinational and ASX listed clients operating in various industries. Simone joined the GTPS practice in January 2006 after returning from a 12 month secondment to KPMG Cambodia where she was responsible for leading the tax practice in Phnom Penh. Prior to her secondment, Simone was a Senior Manager in Corporate Tax where she specialised in business acquisitions, divestments and restructures, thin capitalisation and dividend policy including franking account management.
Industry/specialist experience
Simone’s client portfolio includes clients in the financial services, manufacturing, utilities, FMCG and service industries and her areas of experience include transfer pricing planning, audit defence and global documentation projects.
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Susan Orchard
Chartered Accountant
Susan Orchard is a Chartered Accountant and holds a Bachelor of Commerce degree. She is a Sole Practitioner, with over 20 years experience in superannuation, operating a specialist superannuation practice since 1998. She acts as an auditor of approximately 400 Self Managed Superannuation Funds.
Susan’s firm provided superannuation technical services to the Institute of Chartered Accountants in Australia from 1998 to 2008. This role included working with legislators and regulators on superannuation technical matters and providing information to members via journals and e-bulletins. Susan is currently a GAAP Consulting network member.
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Suzanne Kneen
Senior Associate
Blake Dawson
Suzanne is a Senior Associate in the tax team of Blake Dawson, specialising in GST.
Suzanne has advised on all aspects of GST since its introduction, primarily in the area of financial services. She acts for major corporate clients, financial institutions, governments and financial packagers to provide GST advice on a wide range of transactions including mergers and acquisitions, securitisations and cross border transactions.
Prior to joining Blake Dawson, Suzanne spent two years in London specialising in VAT in the financial services industry where she worked closely with leading specialists in VAT & financial services.
Suzanne is admitted to practice as a lawyer in Victoria. She holds a Bachelor of Laws and Bachelor of Commerce from Deakin University. She is also a member of the Institute of Chartered Accountants and a fellow of the Taxation Institute of Australia.
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Suzi Russell
Partner
PricewaterhouseCoopers Indirect Taxes Team
Suzi Russell is a Partner in the PricewaterhouseCoopers Indirect Taxes Team. Suzi specialises in advising on GST and fuel tax issues for government and not-for-profit organisations and has been consulting to these industry sectors for ten years.
Suzi has spent much of her career advising Victorian public sector entities and the Victorian Department of Treasury and Finance. She has an excellent working knowledge of the indirect tax issues facing government agencies and the public sector. In particular, she has advised on a number of high-profile infrastructure projects in Victoria, involving GST on non-monetary supplies, complex property deals, barter transactions and grant funding arrangements.
Suzi has also provided regular training seminars on GST and fuel tax matters to government and not-for-profit clients since GST was introduced in 2000.
Suzi’s early GST years were spent on full-time secondment at Australia Post, where she learnt how to apply the GST legislation in a practical sense to day-to-day business transactions.
Qualifications
• BA (Hons) in Economics and Politics with European Studies
• Member of the Institute of Chartered Accountants in England and Wales
• Member of the Institute of Chartered Accountants in Australia
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Tao de Haas
Director, Trainer and Consultant
Corporate XL
For over 25 years Tao has worked to combine psychological and management sciences, together with neuroscience, emotional intelligence and systemic thinking. Some of his work includes:
> Personal and professional people development
> Executive mentoring and coaching
> Team building for performance
> Conflict resolution/mediation
> Meeting facilitation
Tao is considered an innovative thinker. His unique difference is his ability to use psychological understanding and to think innovatively about complex and difficult issues. Tao has a unique ability to quickly uncover the core of an issue to then move beyond consensus reality thinking in order to facilitate long lasting change.
Tao holds a degree in Business and Administration (The Netherlands) a postgraduate and a Masters Degree in Social Ecology. He is a qualified psychotherapist and counsellor and a clinical member of the Psychotherapy and Counselling Association of NSW. Tao has been a senior lecturer at various Sydney colleges, one at which he won an award for the most inspiration lecturer. Tao is an accredited Emotional Intelligence Trainer and assessor in Baron EQi and Baron EQ 360. Tao is the author of book The Delusion Delusion. Tao’s clients include: Westpac, NAB, PricewaterhouseCoopers, Publicis Mojo, Telstra, ICAP, The Institute of Chartered Accountants Australia, The Dockside Group, FreeTV.
As a corporate trainer and mentor he specialises in Emotional Intelligence, People Skills, Communication, Management and Leadership training. Tao works with others to build organisational capability in strategic thinking and leadership capability. He is recognised as one of Australia’s most authentic, inspirational and gifted facilitators and trainers. Tao is a published author and makes regular appearances on national radio and television.
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Thea Foster
Practice Management Consultant
Added Value Corporation Pty Ltd
Thea Foster is a chartered accountant with over 30 years experience in the accounting profession. She successfully established and grew her own accounting firm and now provides Practice Management and Marketing assistance to other firms and conducts speaking and training workshops for accountants.
As a practice consultant Thea has assisted with benchmarking surveys of accounting firms. She has advised many accountants and accounting firms on various issues relating to the management of their practices. Associated with this, Thea has been designing and conducting workshops for accountants.
Since 1988 Thea has facilitated and authored various components of the Public Practice Program, the compulsory course created by the ICAA for practitioners going into public practice.
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Tony Negline
Director
Financial & Technical Solutions Pty Ltd
Tony Negline has been working in financial services for 20 years. He works with many organisations to help them understand how the superannuation, financial services, tax, life insurance, Centrelink and aged care rules work to directly impact client circumstances.
He writes the DIY Super column for The Australian newspaper.
He is part owner in the internet business AllThingsConsidered which provides newsletter and survey services and information to financial services organisations.
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Tony Pearson
Managing Director
Futureconomics Pty Ltd
Tony has extensive experience speaking on economic issues across Europe, Asia, US and Australia. He began his career with Australia’s central bank, the Reserve Bank of Australia, and for over 17 years worked in economic research, market operations, international, and including a year in London as European Representative.
In 1997 Tony joined National Australia Bank and enjoyed seven years as Global Head of Economics in the Markets Division. Tony joined ANZ as Head of Australian Economics in April 2005 and was promoted to Deputy Chief Economist in April 2008. In January 2009 he established his own economics consultancy.
Tony is co author of a book on International Financial Markets which is recommended by the Australian Bankers Association.
Tony formerly had his own economics commentary slot on commercial TV, on Channel 7’s Sunrise program, appropriately titled the Pearson Report.
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Tony van der Westhuysen
Tony is a qualified lawyer with postgraduate qualifications in Tax and Business Administration. He has had more than 25 years experience as a tax practitioner in South Africa, USA, New Zealand and Australia, and has been a tax partner in two of the "Big Four" accountancy firms.
Tony has been a Tax Lecturer at one of the "Group of Eight" Australian Universities for more than five years, during which time he designed and presented introductory, intermediate and advanced Tax Programs, and has taught in the Master of Taxation course.
He has been an accredited presenter of Tax Sessions for CPA Australia since 2003. During that time, he has presented over 20 technical tax workshops covering topics such as Corporate Income Tax, Quarterly Tax Updates, Tax Effective Structures, Fringe Benefits Tax and GST.
Tony has also had more than five years experience presenting technical tax seminars (both face-to-face and online) to Government, the Health Service and tertiary education sectors.
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Tracey Ward
Just a conversation
Tracey has over twenty years experience in sales, marketing, training and development. Her diverse career path from civil engineering to fashion has equipped her with a vast array of skills and knowledge that she uses to help others succeed. Her forte is developing the communication skills of others so they
• build stronger relationships with clients
• leverage relationships to win more deals
• more effectively manage their teams, and
• successfully handle difficult situations.
Tracey has a Graduate Diploma in Psychology, Certificate IV Workplace Training and Assessment and an Honours Degree in Civil Engineering
Current clients Tracey is working for include Macquarie Bank, KPMG, AMP, AQIS and the Commonwealth Bank.
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Tristan Webb
Tax Training Specialist
The Institute of Chartered Accountants in Australia
Prior to joining the Institute as a tax training specialist, Tristan worked for a Big 4 Chartered Accounting firm where he specialised in CGT and corporate tax issues.
Tristan also worked for CCH Australia, contributing to publications such as the Australian Master Tax Guide and the Australian Federal Tax Reporter. He also has several years experience working in various areas at ATO.
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Verne Ordman
Director
Verne Ordman & Associates
Verne Ordman has worked for over 25 years in the corporate training industry in Australia, the USA and South Africa. She has designed numerous seminars and online programs, one of which won an Australian Institute of Training and Development – Training Design Award. She is a well-known and respected business writing coach, consultant and author. Her company is a preferred tenderer for the Australian Public Service Commission Leadership Learning and Development Panel. Her new book, the Business Writing Style Guide will be available in all bookshops in September.
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