experience

TAXBANTER

I wrote and presented TaxBanter’s superannuation webinars and face to face superannuation sessions for advisers from 2014 to 2017. During this time, I also presented tax training sessions to advisers.

  • Presenter – super training CPA - '15 to 2017

  • Presenter & writer - super training - '14 to 2017

  • Tax trainer - 2012 to 2017

  • Presenter - CPA National Conference - '14 to '16

 
  • ​Co-presented SMSF Specialisation course '11 to '16

  • Assisted with exam marking - 2013 to 2016

  • Assisted with exam preparation - 2013 to 2016

  • Review SMSF Specialisation Materials - '11 to '16

  • Assisted with updating notes  - 2011 to 2016

UNVERSITY OF NSW

I help teach and writing the University of NSW’s SMSF Specialisation course for SMSF practitioners. I also assist write and mark the course exam.

 

SMSF ASSOCIATION

I help review the materials for advisers studying to be specialists with the SMSF Association. I also assisted writing materials for the Trustee knowledge centre.

  • Presenter - 2017 National Conference

  • Writer and reviewer - SSA Materials ('14, '15 & '16)

  • Writer - SMSF Trustee Knowledge Centre ('15 & 16)

  • Writer - Workshop Case Studies (2016)

  • Writer - Case study (State Tech. Conference - 2016)

  • Presenter - 2015 National Conference

  • Presenter - 2011 State Chapter events

  • Presenter - 2011 National Conference

 

  • Co-wrote and co-presented at Super Schools Day 2 from 2003 to 2008

  • Co-presented Super Schools Day 1 - '06 to '08

  • Co-presented FBT 2006

  • Prepared and presented SMSF Basics, Payroll, Tax Basics, Tax Schools and Tax Hot Spots

  • Re-engineered Tax Schools Day 1 CD

  • Co-implemented 'NTAA Corporate'

  • Co-wrote CGT Concessions Kit

  • Co-wrote Division 7A calculator

  • Sat on numerous ATO forums

NTAA

I worked for 10 years at the National Tax and Accountants' Association (NTAA). I sat on the phones and answered around 25,000 practitioner enquiries. I also co-wrote and presented Super Schools for a number of years. 

 

CA-ANZ

I have presented at many SMSF conferences for the CA-ANZ (formally Institute of Chartered Accountants) over the years.

  • Presenter - 2014 National Conference 

  • Presenter - 2013 Quarterly update series

  • Presenter - 2013 National Conference

  • Presenter - 2012 National Conference 

  • Presenter - 2011 National Conference

  • Presenter - 2011 SMSF Day 

  • Presenter - 2010 Introduction to SMSFs

 
Postal address
PO Box 2759
CHELTENHAM VIC 3192
P: 03 9587 1029

Liability limited by a scheme approved under Professional Standards Legislation

© 2019 Insyt Pty Ltd.