Presenter Profiles
Aaron Dunn
Managing DirectorThe SMSF Academy
Aaron Dunn is recognised as one of Australia's leading Self-Managed Super Fund experts, helps advisers and trustees alike to build retirement savings using Self Managed Super Funds. Aaron is a SMSF specialist and has worked with in public practice for more than 15 years. He is the Managing Director of The SMSF Academy, a business focusing on providing accredited education, training and practical tools to SMSF professionals. He is a regular presenter within the SMSF industry to advisers and trustees, and is highly sort after within the financial services media for comment on a variety of SMSF issues.
Aaron’s blog, ‘thedunnthing’ is one of Australia’s most recognised SMSF resources, where he shares his views and strategies on Self-Managed Super Funds.
In 2010, Aaron was personally invited by the Chair of the Super System Review, Mr Jeremy Cooper to share his views on Phase Three of the Review into the Structure of SMSFs. Aaron was an invited member of the Australian Taxation Office (ATO) SMSF Audit Working Group for Super Simplification, which was established as a result of the Simpler Super reforms introduced in July 2007.
Andrea Peterson
Managing DirectorNFPAS
Sue has 20 years' experience as a Chartered Accountant and has worked in large and small accounting firms as well as in a senior finance role in commerce. She has worked as an auditor for very large commercial organisations as well as a diverse range of not for profit clients. With considerable experience in the provision of auditing, consulting, accounting services within the Not for Profit sector and a breadth of training experience, Sue has the ability to easily relate to all levels of staff, management and Board. Sue is also responsible for staying up to date with all technical changes relevant to the sector, including all activities of the ACNC. As a workshop presenter / facilitator and exam marker for the ICAA for the past 16 years, specialising in the areas of Auditing and Financial Accounting, Sue has a depth of knowledge and experience as both trainer and assessor. Having served on and being an integral contributor to Not for Profit Boards, including 2 years as Board chair, provides Sue with a unique insight into the issues and requirements of governance within the sector from a “hands on” perspective.
Andrew Conway
Chief Executive OfficerInstitute of Public Accountants
As one of Australia’s youngest chief executive officers and the accounting profession’s rising stars, Andrew has played a direct role in shaping corporate regulation. He has represented the Australian government through international delegations which included observing the 2002 congressional elections in the United States and in 2006 the Peoples’ Republic of China with APEC.
Prior to joining the Institute of Public Accountants, Andrew was appointed Chief of Staff by Australia’s Prime Minister to provide strategic and policy advice. He has also worked as an accountant for an Insolvency firm in Australia.
Andrew is a qualified accountant, holds a Bachelor of Commerce, Bachelor of Teaching and has completed a Masters in Commercial Law. Andrew occasionally lectures at Deakin University and was recently appointed Professor of Accounting (honoris causa) of the Shanghai University of Finance and Economics.
In 2001, Andrew received the Centenary Federation Medal by HM Queen Elizabeth II through the Order of Australia for community service
Andrew Mills
Senior ConsultantJRC Financial Services
Andrew has a background in financial markets including time spent in stockbroking and corporate treasury. He has also worked in consulting roles, where he specialised in SME clients across a wide variety of industries. Andrew holds a Graduate Diploma in Applied Finance & Investment, a Bachelor of International Business and is working on his MBA.
Ashley Course
DirectorARC Super
Ashley is the Director of ARC Super which specialises in the provision of SMSF audit and SMSF training and related services. Ashley has extensive experience designing and developing audit and quality control systems, plans and programs. For the last 6 years Ashley has trained and developed audit content for the professional accounting bodies and audit software providers. Ashley’s most recent experience includes being part of Treasury’s Stronger Super working group. Ashley’s experience also extends to training the CPA Australia Quality Reviewers on Auditing and Professional Standards and lecturing in Audit and Risk Management at Bond University on the Gold Coast. Ashley holds positions on various committees and working groups of the professional accounting bodies.
Barrie Adams
Corporate Consultant and Company Director
Barrie Adams PSM FCPA has enjoyed his careers in the private sector and with the Commonwealth and State Governments.
He commenced with the Shell Group of Companies in Brisbane then Sydney and Melbourne which culminated in his appointment as the South Pacific Audit Manager.
Barrie then returned to Brisbane where he held a number of senior positions in the Corporate Affairs Office, including in 1989, his appointment as Director, Corporate Development and Operations.
He was appointed as Queensland’s first Regional Commissioner of the Australian Securities and Investments Commission (ASIC) in January 1991 until March 2000. In January 2000, he was awarded the Public Service Medal for outstanding public service as Regional Commissioner in Queensland.
Barrie has been an active member of CPA Australia and was a Director on the Board of CPA Australia for 3 years.
Since leaving ASIC, he has held board positions on listed and unlisted public companies. He continues to hold board positions including the position of Chairman. Barrie is the Chairman of three Compliance Committees and still chairs two Audit & Risk Committees.
Barrie delivers presentations on Corporate Governance, Risk Management, Directors’ Duties and Ethics. He is a regular presenter for CPA Australia on Governance and Corporate Social Responsibility.
He is Chairman of QUT’s Business Advisory Committee and the President of the Eumundi Chamber of Commerce. He has a strong involvement in the community.
Brett Thornett
DirectorApplied Education
B Bus – Accounting, CPA Brett spent the early years of his professional career applying his accounting qualifications in public practice, mostly with Mann Judd. He later held commercial positions in a number of significant organisations including the NSW public utility AGL and has lectured in commercial law, accounting, finance and accounting data applications. Brett joined Applied Education in 2001. His success in training and professional qualifications made him the ideal person to set up Applied Education’s Payroll & Office Tax Procedures and Salary Packaging training courses. He has followed on from this to develop and deliver Applied Education’s Certificate IV in Financial Services (Bookkeeping) to assist Bookkeepers with the licensing requirements of the Tax Practitioners Board.
Testimonials
"Slides were great - they contained a great mix of examples and relevant information. Brett's question answering skills were great."
"Choice of presenter is so important and Brett did not disappoint - his knowledge and ability to pass on that knowledge was fantastic. Well done IPA, I'm suitably impressed."
Charlie Nelson
Foreseechange
Damien Bowen
DirectorBowen Buchbinder Vilensky
Damien heads up the firm's Family Law section. With more than 30 years experience as a Family lawyer, and an accredited Family Law specialist for more than 19 years, his particular areas of practice are financial settlements and financial agreements.
Damien has many years of experience in all aspects of Family Law including negotiated and litigated financial settlements involving property, maintenance and child support and mediated and litigated resolution of child matters such as residence and contact and specific issues.
Damien Lockie
Barrister-at-LawVictorian Bar
Damien practises as a Barrister-at-Law at the Victorian Bar and as a Nationally Accredited Mediator. He is an Adjunct Professor of Law at Bond University, teaching Climate and Clean Energy Law. Dual qualified in law and accounting, he has more than 25 years experience as a solicitor, accountant and advocate specialising in property and environmental laws and Federal and State revenue laws. Damian is a member of the Climate Change working party of the Law Council of Australia and the Climate Change Committee of the Taxation Institute of Australia. He has been involved in consultation on the Carbon Pollution Reduction Scheme and the replacement carbon pricing mechanism.
Daniel Biancardi
Practising Tax
Daniel is Practising Tax’s key Sydney based trainer. Daniel is passionate about providing tax training to his clients and assisting them with finding solutions to complex tax issues. Like all Practising Tax trainers, Daniel’s skills as a tax trainer make the seminars he delivers practical, user-friendly and engaging (and of course technically sound).
Such is Daniel’s passion for tax training that he has made it his career (spanning over ten years). Daniel’s tax training experience includes responsibility for the implementation and co-ordination of a comprehensive training program for the BDO Business Services Division, acting as in-house tax specialist for Prosperity Advisers, and tax training roles with Webb Martin Tax Training and the Institute of Chartered Accountants.
David Sauer FCA
Associate – Accounting and Auditing StandardsGAAP Consulting
David Sauer runs a boutique accounting practice from Box Hill, Victoria specialising in training and advising on standards, and providing auditing services to SME’s and not-for-profits. He is a member of the GAAP Consulting Network led by Colin Parker, former CPA Technical Director.
David has provided practical professional development for accountants across Australia for over 22 years. He worked for 12 years at Deloittes and Moore Stephens providing audit and consulting services to a full range of clients, before establishing his own practice in 1994.
He has worked closely with the accounting bodies, delivering professional development and servicing members, for example working on CPA Australia’s technical hotline for 5 years. His training services are appreciated because of his understanding of the technical issues combined with an ability to communicate with affected parties of widely differing backgrounds. This has also resulted in his authorship of a range of implementation guides and templates, assisting with the translation of rules into compliant outcomes.
Dennis Turner
Bookkeeping Consultants (division of Excel Software Training Pty Ltd)
After an extensive career spanning 36 years in IT Management and Accountancy for corporates that included Nestles, Shell Oil, Nabisco and Fujitsu, Dennis established his own bookkeeping practice – Bookkeeping Consultants Pty Ltd – in Brisbane in 2001, after a brief period with a bookkeeping franchise.
As a bookkeeper in a sole practice Dennis learnt the hard way how to market his services and find customers. His customers included a range of clients from the one person businesses in the “bush” to CBD corporates.
In 2003 the business was expanded to include Bookkeeping, MYOB and QuickBooks training when Dennis formed the Bookkeeping Institute of Australia (BIA). The most popular course was titled “How to Start Your Own Bookkeeping Business.”
In 2007 BIA became a Registered Training Organisation (RTO) and was the first RTO to develop and offer the Certificate IV in Bookkeeping qualification required by what became the Tax Agent Services Act 2009. This two year start on the legislation enabled BIA to establish itself as the leader in the delivery of bookkeeping qualifications.
In 2009 Dennis was invited by the ATO to join what is now called the BAS Agents Advisory Group – BASAAG. This Group includes representatives from all of the organisations representing bookkeepers as well as a number of independent practising bookkeepers.
Also in 2009 Dennis was asked to join the Accounting/Bookkeeping Expert Working Group developing the new Financial Services qualification (FNS10) to replace the Certificate IV in Financial Services (Bookkeeping) and the Diploma and Advanced Diploma of Accounting.
Dennis holds a BCom (Accounting) from Griffith University and a Certificate IV in Assessment and Workplace Training (TAE). He is a Registered BAS Agent, a member of IPA and a fellow of the Institute of Certified Bookkeepers. He is also a Professional Partner with both MYOB and Reckon.
Duncan Lentini
Focus Business Services
Duncan Lentini is a Fellow of the Institute of Public Accountants, and a principal of Focus Business Services. Duncan and his co-principal established Focus in 1996, to meet the bookkeeping, management reporting and business support needs of small-to-medium businesses.
He helps his clients to get the most out of their accounting, management and reporting systems, and assists them with timely and expert compliance / BAS services. Clients value the flexibility and peace of mind that comes with working with him.
His clients come from a wide variety of industry sectors, with annual turnovers ranging from $50,000 to $10 million.
Having experienced the advent of GST and BAS first-hand, and the resulting development of accreditation of BAS service providers, Duncan is well placed to discuss issues relevant to anyone looking to establish a new bookkeeping practice.
Duncan has worked extensively in finance, accounting/auditing and related fields, and has wide experience in corporate training. He is also a Registered BAS Agent, and is an accredited Professional Partner with MYOB and Reckon (QuickBooks).
George Kolliou
Senior Tax CounselKolliou Tax Lawyers
George Kolliou, the principal of KolliouTax has worked in the taxation field for over 25 years since 1984, firstly as an accountant and then as a lawyer. He provides expert taxation, business structuring and estate planning advice to accountants, lawyers and their clients.
The KolliouTax practice model is to support and work with accountants and lawyers by providing tax advice and litigation services to meet the needs of their clients; wherever possible fixed price engagements are used.
George’s special area of interest is the intersection of taxation and trust law particularly in the SME context. George’s aim is to provide sound tax advice in a commercially realistic context.
George presents at conferences on SME taxation issues and writes for professional journals. He has also co-authored the Australian Trusts Tax Handbook published by Thomson Reuters, which can be purchased by attendees at 33% discount to the normal price.
George holds degrees in Economics (Accounting major) and Law and is a:
- member of the Law Institute of Victoria;
- fellow of the Taxation Institute of Australia
- fellow of the Institute of Public Accountants
James Evangelidis
James Evangelidis is the author of “What do Accounting Clients Really Want?” - 20 frank conversations with people who buy accounting services recently published by
Thomson Reuters.
During his career James has consulted to many large and small businesses including PwC, Ernst & Young, BDO, Grant Thornton, Moore Stephens, IAG, Macquarie Bank, Commonwealth Bank, Westpac, Merrill Lynch, Fujitsu and News Limited.
James’ experience in working with clients in the accounting sector has given him a unique
set of insights into the dynamics of the relationship between clients
and accountants/advisers.
Jason Gehrke
DirectorFranchise Advisory Centre
Jason has 20 years’ experience in franchising and has worked at franchisee, franchisor and advisor level. Jason is a former award-winning franchise CEO, teaches undergraduate and postgraduate programs at Griffith University’s Asia-Pacific Centre for Franchising Excellence, is a director of the Franchise Council of Australia, and served on the Australian Competition and Consumer Commission’s (ACCC) Franchising Consultative Panel for more than five years.
Jenelle Schultz
Client Development ManagerBusiness Fitness
As a Client Development Manager at Business Fitness, Jenelle works with firms across Australia to provide practical systems and procedures for those who want to venture into the paperless world.
Before her adventures at Business Fitness, she worked as a Client Manager in a Brisbane based accounting firm, enjoying the experience of working closely with clients as well as the business and finance communities.
Having seen the world of accounting from many angles, she enjoys sharing experiences with those in the industry, and helping them find the way forward through better and more efficient processes. Now armed with the full suite of Business Fitness tools, Jenelle helps firms to create and implement their own style of Paperless
Jenny Daborn
Practising Tax
Jenny is a tax trainer and part owner of Practising Tax. Jenny’s warm and down to earth personality makes her a great tax trainer. She has an approachable and enthusiastic teaching style which enables her to connect well with practitioners of all levels and experiences, particularly junior staff.
Jenny has 14 years experience in the tax training industry which gives her an excellent understanding of the tax training needs of public practice. Jenny commenced her career at a regional CPA firm where she became familiar with the challenges faced by public practice. Jenny left public practice for an opportunity to work at Webb Martin, where she became an accomplished (and very highly regarded) trainer, and ultimately part owner of the business.
Testimonials
“The information was clear, concise and where necessary explained well in the depth required.”
“Presenter provided a non-threatening and informative session that enabled participants to contribute or query if they so required. Felt like you were in the room with her.”
“Jenny has such a good knowledge of all topics and it shows in the presentation.”
“Jenny really knows her materials and juggles presentations and questions really well.”
John Walker
Managing DirectorLicensing & Technology Management Pty Ltd
John Walker has extensive experience in intellectual property management, technology transfer, licensing, business development and new venture investment.
John has a Masters degree in Civil Engineering and a degree in Economics. He also possesses a Masters degree in Intellectual Property Law, and is a registered Patent and Trade Mark Attorney. He is also a Fellow of the Australian Institute of Company Directors.
John is a Past President of the Licensing Executives Society (Aust/NZ). He has served on several LES International Committees (Education, Chemicals Energy Environmental and Materials Industries) and chaired its Industry University and Government Transactions Committee. John is currently a member of LES International’s Executive Board.
Kerry King
DirectorGlobal Business Mentoring Pty Ltd
Kerry King PNA has been providing management accounting and business development advice to small to medium enterprises since 1995 and is a trained personal development coach.
Kerry’s background is in public practice and building & construction having held management roles in major building and construction projects in Australia, Papua New Guinea and Fiji.
Kerry owns Global Business Mentoring Pty Ltd and developed the Business Mentoring Program for small business and is the creator of the Business Advisors Tool Kit.
Kerry is also a shareholder and Director of Strategem 4, a business development services company and member of the Principa Alliance.
Leanne Fink Rachael Moller
HR Integration
HR Integration is a small boutique consultancy that was born out of a desire to put a people focus back into Australian workplaces. With over twenty years of experience within human resources and recruitment the directors of HR Integration, Leanne Fink and Rachael Moller understand the practical application of employment relations legislation to the recruitment process and incorporate this into their practical recruitment solutions.
Leanne and Rachael have an extensive Human Resource background gained working with organisations of various sizes and industry sectors, including finance, health, pharmaceutical, retail, tourism, engineering, government and manufacturing.
Lloyd Driscoll
Executive General Manager Member KnowledgeInstitute of Public Accountants
Lloyd Driscoll has worked for the NIA / IPA for seven years in the area of Member Knowledge after a career involving academic teaching and administration as well as accounting roles in the banking sector.
Margaret George
General ManagerBusiness Fitness
Mark Gibbs
Business Blitz
Mark Gibbs is an MBA-qualified marketing consultant who focuses on the latest trends in marketing strategy.
Michael McDonald
Principal PartnerMcDonald Partners
Michael McDonald has extensive experience in corporate and commercial law, including business restructuring, corporate succession planning, commercial litigation, intellectual property and intellectual property licensing. With over 20 years experience in succession planning, Michael regularly conducts workshops throughout Australia to assist businesses of all sizes in setting up an effective succession plan for both voluntary succession events such as retirement, and involuntary events such as death, illness or accident. Michael has provided these services for AXA Australia, First National Real Estate and has been a guest speaker at international and national conferences.
Michael Schaper
Deputy ChairpersonAustralian Competition & Consumer Commission
Michael Schaper is currently the Deputy Chairman of the Australian Competition and Consumer Commission. His work has a special focus on small business, franchising, industry associations and business liaison. Dr Schaper was appointed to this role in July 2008 for a period of five years.
He is also an Adjunct Professor of Entrepreneurship with Curtin University of Technology in Western Australia.
Dr Schaper brings extensive experience in the area of small business through his previous roles as ACT Small Business Commissioner, Dean of Murdoch University Business School in Western Australia and head of the School of Business at Bond University in Queensland.
A previous president of the Small Enterprise Association of Australia and New Zealand, he has been a member of the board of directors of the International Council for Small Business and has held the foundation professorial chair in Entrepreneurship and Small Business at the University of Newcastle. Prior to this, he was employed as a senior lecturer at Curtin University, responsible for the university’s entrepreneurship degree programs.
Between 2001 and 2003 Dr Schaper held several posts as visiting Professor at the Ecole de Management Lyon, France, and the University of St Gallen in Switzerland. In Australia he has served as an Adjunct Professor at both Curtin University and the University of Canberra.
In addition to his extensive academic career, Dr Schaper has worked as a professional small business advisor and as the owner of a number of new business start-ups.
In 2009 he was recipient of the “National Small Business Champion Award” by the Council of Small Business Organisations of Australia.
The author or co-author of ten business management books, he has been a regular columnist in a number of national magazines, newspapers and journals on business issues. He has also worked as a policy advisor to government at both the state and federal level.
He holds a PhD and a Master of Commerce degree from Curtin University, as well as a Bachelor of Arts from the University of Western Australia.
Michael 'MC' Carter
Founder and DirectorPractice Paradox Pty Ltd
Michael ‘MC‘ Carter founded the consulting, training and publishing organisation Practice Paradox Pty Ltd after noticing the common phenomenon in accounting firms whereby accountants typically struggle to ‘sell’ optional non-compliance services to clients. Ironically, these optional services relate to planning (tax planning, cash flow planning, business planning, succession planning, etc.) and help clients achieve a better future. Through marketing and innovation, MC helps firms bridge the gap between what they are technically capable of delivering to clients, and what they actually provide to clients. MC has worked for over 21 years in professional services and technology related businesses.
Morgan Lane
PartnerWorrells
Morgan Solomon
n/aBBV Legal
Nick Tindley
Advisory Services ManagerFCB Group
Nick is the Advisory Services Manager with FCB Group, and has over nine years experience providing industrial relations and employment law advice.
Nick spent over six years with the National Retail Association, including almost three years as Director of its Employment Law Division. During this time, Nick assisted a wide range of small, medium and large businesses with a variety of employment relations issues.
Nick has particular expertise in:
- Enterprise Agreement negotiations and NDT/BOOT compliance;
- Executive terminations and redundancies;
- Drafting and reviewing employment contracts;
- Transmission of business;
- Underpayment claims;
- Equal Opportunity and Harassment; and
- Management of Ill and Injured Employees.
Patrick Mangan
Management Consultantpas mango Consulting
Patrick Mangan is a registered psychologist and experienced human resources management consultant. Patrick has conducted his consultancy for 25 years, providing business improvement and management consulting services in Australia and Asia-Pacific. The highlights have been high quality consulting assignments, together with a commercial approach to clients and running the business.
Patrick has specialised in the design and application of corporate governance systems within organisations in Australia, including the design and application of corporate governance policies in organisations, both for profit and not-for-profit.
Patrick has presented numerous courses to IPA members including a range of Corporate Governance topics.
Peter Goujon
Manager, Corporate PolicyNIA
Peter has over 24 years experience in accounting comprising government, Federal, State and GBEs; not-for-profits; listed companies; and in public practice specialising in insolvency. Currently, he is the Manager of Corporate Policy with the NIA. He is a FPNA, Chartered Secretary; Insolvency Practitioner; a graduate of the Australian Institute of Company Directors; a Certified Professional, Australian Human Resources Institute.
Phil D'Rozario
Managing DirectorAXS Insurance Services
Phil D'Rozario has over 17 years experience in the insurance industry. He has provided technical advice in relation to claims, risk management, and insurance policy design and implementation and has provided broking services to the accounting profession and financial planning profession. AXS Insurance Services is appointed to the IPA Professional indemnity insurance scheme. The IPA/AXS Insurance services professional indemnity insurance scheme provides competitive quality cover exclusive to IPA members who are in public practice including Accounting firms, Tax Agents, Bookkeepers and BAS Agents.
Phil Lye
Managing Director & Principal ConsultantIndustrial Relations Advisory Group
Philip Lye is the Managing Director of the Industrial Relations Advisory Group, a boutique firm, who deliver their services Australia wide.
Philip provides risk minimisation and consultation in human resource management and employee relations to the small and medium corporate sectors.
Prior to founding the Industrial relations Advisory Group, Philip was CEO of several companies. Prior to starting his own business he successfully traded 3 different entities from imminent insolvency to profitability as a consultant. He is qualified in human resource management, industrial relations, health & safety, business management and accountancy.
Philip Lye
Biz Momentum
Philip Lye is the Managing Director of Biz Momentum who deliver their services Australia wide.
Philip provides risk minimisation and consultation in human resource management and employee relations to the small and medium corporate sectors.
Prior to founding Biz Momentum, Philip was CEO of several companies. He is qualified in human resource management, industrial relations, health & safety, business management and accountancy.
Reece Agland
Manager, Member IntegrityInstitute of Public Accountants
Educational Qualifications:
Bachelor of Law (LLB) Melbourne University (Law) 1991-1995
Bachelor of Commerce (BCom) Melbourne University 1991 -1995
Work History:
ATO January 1996 to November 1999
IPA November 1999 – Present
Position at IPA Technical Counsel/Investigations Officer
Areas of Technical Responsibility: FSRA/FoFA, Corporations Law issues (CLERP etc), Superannuation, Corporate Governance and IPA by-laws and procedures
Reece has been working at the IPA since 1999 and has seen a lot of change over that period. Reece is now the Senior Policy Advisor – Superannuation and Financial Services with responsibilities for overseeing the policy development and technical expertise in superannuation and financial services. Reece is the executive officer for the Financial Services and Corporate Governance Faculty of the IPA. Reece represents the IPA on a number of superannuation committees and has written regularly in the IPA journal.
Richard Collins
Cooper and Co (Central Coast) Pty Ltd
Sam Fahey
BBV Legal
Selena James
n/aBBV Legal
Shirley Schaefer
PartnerBDO
Shirley is the SMSF Compliance partner at the Adelaide practice of BDO. She established a separate Superannuation division in South Australia in 1996 understanding that SMSFs were a specialist area requiring specialist expertise.
Shirley is an Accredited SMSF Professional Advisor (SSA), Accredited SMSF Auditor (SSAud), Fellow of the Institute of Chartered Accountants in Australia, Fellow of the Association of Superannuation Funds of Australia and a Registered Company Auditor.
Shirley is involved in industry discussion groups and policy groups providing input and feedback in all areas of SMSF policy, as well as a regular presenter at professional association conferences and workshops.
Shirley Schaefer FCA
PartnerBDO (SA)
Shirley Schaefer has over 20 years of experience as a Chartered Accountant, joining the South Australian firm in 1994 and becoming a Director in 2001. Shirley has a broad base of compliance experience having been involved in the audit of superannuation funds and other companies in the financial services sector and provides advice and interpretation of superannuation legislation.
Steven Nayda
NAC ConsultSteven Nayda is one of Adelaide’s most experienced management consultants, providing consulting services to clients in Australia, New Zealand and the Pacific region for over 17 years. He is renowned for his strategic insight and ability to engage and inspire to build more resilient and successful leaders and organisations.
Steven has extensive experience working with accountancy practices to improve their performance. Since 1995, Steven has work in and consulted to firms ranging from top tier firms to small practices. He has led projects to develop and retain professional talent, plan succession of partners, design strategy for growth or change and resolve difficult interpersonal and performance issues.
Sue Raw
Not For Profit Accounting Specialists
Sue has over 17 years' experience as a Chartered Accountant and has worked in large and small accounting firms as well as a senior finance role in commerce.
She has worked as an auditor for very large commercial organisations as well as a number of not for profit clients both large, medium and small.
She has considerable experience in consulting and accounting for not for profit sector organisations relating to all levels of staff, management and Board.
She has prepared and presented many presentations for Boards and management teams on all aspects of finance and accounting including basics of financial management, accounting for grants, accounting standards updates, budgeting and monitoring finances and other general governance issues.
Sue has been a workshop presenter / facilitator and exam marker for the Institute of Chartered Accountants for the past 15 years and specialises in the subjects of Auditing and Financial Accounting.
She has served on a not for profit Board and spent 2 years as Board chair therefore brings governance and not for profit experience from that role as well.
Susan Reece Jones
LawyerMason Sier Turnbull
Susan is a Lawyer in the Corporate Advisory team at Mason Sier Turnbull.
Prior to becoming a lawyer, Susan worked extensively in retailing, marketing and business development both in Australian and internationally.
Susan's career included senior executive roles at Myer/Grace Bros, Kmart, Esprit, Nike, Bendon and Kraft Foods. Her roles have included leading global buying operations, general management and ultimately directorships.
Susan is a member of the Australian Institute of Company Directors, Institute of Chartered Secretaries, AIBC, Australian and New Zealand Aviation Law Association and Australian Corporate Lawyers Association.
Susan is a member of the Commonwealth Attorney General'sPersonal Property Securities Act Legal Special Interest Group.
Susan Young
LLB B Com Grad Dip LawSusan Young Tax Training
Susan has been running her business in Brisbane providing training on income tax, capital gains tax, GST and FBT issues for over ten years. Previously she was based in Sydney as the National Tax Director for a top ten accountancy firm.
With over 20 years of specialized tax knowledge, Susan has extensive experience as a presenter and adviser on taxation issues. She has made many presentations to the various tax bodies and of course to her clients who are in the main, accounting and law firms.
Susan has published a book titled “Tax for Small Business”. It can be purchased from her website.
Susan has also written tax training courses and articles for professional taxation publications including CCH and Thomson.
Susan has degrees in Commerce and Law from the University of QLD and the University of Sydney and is admitted as a Solicitor of the Supreme Court of QLD.
Tom Brett
SolicitorFCB Workplace Law
Tom Brett is a practicing solicitor in workplace relations and employment law, joining FCB Group in 2010. Tom provides strategic advice across the full ambit of employment law and workplace and industrial relations. Tom provides practical advice on the Fair Work Legislation, with a well-developed understanding of modern awards and the commercial implications. Tom has appeared frequently in Courts and Tribunals at both a State and Federal level and has assisted on numerous prosecutions for Office of the Fair Work Ombudsman.
Tom has also delivered training to a variety of businesses on performance management, industrial relations, equal opportunity and bullying/harassment and several of the modern awards. Tom is currently involved in a national Workplace Health and Safety harmonization campaign educating businesses on the introduction of the WHS legislation in 2012.
Tom Delany
Senior Lecturer in Taxation LawUniversity Of Southern Queensland
Tom is a Senior Lecturer in Taxation Law and Practice subjects in the School of Law, Faculty of Business and Law at the University of Southern Queensland and has a broad range of experience in public practice accounting predominantly in the area of taxation advice and planning. Tom is a regular tax presenter for the professional accounting bodies including The Institute of Chartered Accountants in Australia, CPA Australia and the Institute of Public Accountants. Tom also acts as a tax consultant to a number of accounting firms.
Tom holds a Master of Taxation from the University of New South Wales, a Bachelor of Business (with distinction) from the University of Southern Queensland, is a CPA, Chartered Accountant, Tax Agent and a Fellow of the Taxation Institute of Australia.
He has published widely on tax issues including, Goods and Services Tax, tax administration, capital gains tax, taxation of trusts, derivation of income, tax avoidance provisions, taxation of primary producers and Fringe Benefits Tax.
Tom Meagher
Commercial Law DirectorMurfett Legal
Tom Meagher is the commercial law director at Murfett Legal and has over 20 years business experience including working for major national and local law firms, owning and managing IT businesses and being a director and in-house Counsel for a public company.
Tom’s clients include a broad range of local, national and international businesses and organisations (including not-for-profit entities), accounting firms, financial brokers and advisors, franchisors and high net worth families.
Tom’s specialities include:
- Business, equity and asset transactions
- Contract reviews and advice
- National commercial law
- Business structuring including companies, trusts and partnerships
- Franchising and intellectual property matters
- Property and leasing
- Business succession and estate planning
- Aboriginal corporations, royalties and charitable trusts
Tom is a regular presenter of seminars to various client groups and professional bodies on a wide range of commercial law topics.
Tony Greco
Senior Tax AdvisorInstitute of Public Accountants
Tony held the position of senior tax consultant with Taxpayers Australia for eight years prior to becoming its former chief executive officer. More recently Tony has worked for a specialist tax training organisation in the role of tax trainer and consultant.
Tony commenced his professional career in Chartered Accounting before venturing into the commercial world, working for several large multi national companies in diversified range of senior management positions. Tony is well known in the industry as a tax trainer, presenter and commentator on tax matters.
Tony van der Westhuysen
BA; LLB; H Dip Tax Law; MBA
Tony currently teaches taxation law at one of the leading universities in Australia. Prior to that, he was a tax partner with a well known Collins Street Accounting firm. Besides Australia, Tony has been involved in professional tax practice in New Zealand, New York and South Africa.
Over the last two years, Tony has designed and presented more than 50 training programs to the Australian Taxation Office, and has advised Local Government and not-for-profit organizations in matters of GST since September 2000.
Tony has worked for three of the "big four" international accounting firms, and has been a partner of two of them.
Although he has practiced in all areas of tax, Tony's particular interest is in the GST. He joined the partnership of one of the big four in New Zealand some four months before New Zealand introduced the GST. The firm was directly involved in the implementation of GST for some of the largest corporates in New Zealand, and Tony was involved in many of the client education programs.
Prior to the introduction of GST here, Tony made several trips to Australia to assist with the training of many of the local tax professionals. Finally, in January 2000, Tony was recruited by the leading GST advisors and he relocated to Melbourne. Since then, he has assisted with GST implementation and training some of the largest companies and government organisations in Australia.
Tony's knowledge of the GST implications on government sector transactions will provide members with sound and practical solutions to dealing with all aspects of the GST law.
Testimonials
“Good presenter. Extremely thorough & detailed overview of GST.”
“As a first timer, it was very easy, clear, and well presented.”
Vicki Stylianou
Executive General Manager, Representation & InnovationInstitute of Public Accountants
