Expert Speakers

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Hear from SMSF experts and thought leaders

The SMSF Association National Conference 2020 boasts an impressive line-up of the best and brightest speakers across the SMSF and financial services industries. You have the opportunity to hear from the best in the business as they take a deep dive into complex strategies, updates on Legislation and Regulation, best business practice and more.

Discover who is part of the National Conference 2020 program:

Belinda Aisbett, Director, Super Sphere Pty Ltd

Belinda is a director of Super Sphere Pty. Ltd., a specialist self managed superannuation company, where she is responsible for providing audit, consulting and training services in relation to self managed super funds.

Belinda established Super Sphere in 2003 to specialise in SMSF auditing and audit related services. This is in addition to providing an SMSF Audit Toolkit to other auditing professionals and undertaking numerous training engagements each year.

Belinda is a member of the CAANZ, and holds a Bachelor of Business (Accounting). Belinda is also a specialist member of the SMSF Association, co-chairperson of their audit discussion group, and a member of the SMSF Association education committee.


Bryan Ashenden, Head of Financial Literacy & Advocacy, BT

Bryan Ashenden is the Head of Financial Literacy & Advocacy at BT, leading a team of professionals committed to supporting the adviser community with technical, regulatory, and policy support.

Bryan has many years experience in leading and delivery comprehensive technical solutions to advisers and their clients, the last 18 spent with BT Financial Group.

With qualifications in Law, Commerce and Financial Planning, and being a SMSF Specialist Advisor, Bryan is a frequent presenter and facilitator at many industry events and regularly contributes to trade and consumer publications.


Shelley Banton, Head of Technical, ASF Audits

Shelley is the Head of Technical at ASF Audits. She is an SMSF audit specialist with extensive experience in superannuation, audit, finance and IT.

Shelley was previously a director at Super Auditors from January 2007 until the merger with ASF Audits in July 2017. She has successfully implemented IT projects for SMEs and has worked for large private sector corporations, such as Citibank and Perpetual Funds Management.

Shelley works with a team of SMSF professionals and provides technical and strategic advice to clients on SMSF compliance. She also writes articles for superannuation publications and is a regular presenter at peak industry SMSF conferences.


Julie Berry, TPB Board Member, Tax Practitioners Board

Julie Berry is a registered tax (financial) adviser and a Certified Financial Planner professional who has practised as a financial planner for more than 30 years. Julie is a Director of Xplore Wealth Limited (ASX:XPL) and Deputy Chair of the Future2 Foundation.  Julie has previously served as both Chair and a board member of the FPA and Chair of the Institute of Financial Advisers in NZ.  She is a life member of the FPA and recipient of the Money Management Lifetime Achievement Award. She is a Graduate of the Australian Institute of Company Directors.

Julie was appointed to the Board in December 2015 and reappointed in July 2017.


Louise Biti, Director, Aged Care Steps

Louise is a co-founder and Director of Aged Care Steps, the leading business supporting professionals to give advice on aged care and other related matters.

Louise is one of pre-eminent experts in aged care, with over 20 years’ experience in aged care advice. She is the author of Don’t Panic: age the way you want where you want.

Louise is often quoted in media, is a regular speaker at conferences and has been a director on two industry body boards and is a member of the Aged Care Financing Authority which is a government statutory committee providing advice to the Minister on the funding and viability of aged care sector.

Her experience is matched with strong educational qualifications with professional designations of a SMSF Specialist Advisor™, a Certified Financial Planner™, a Chartered Tax Adviser and a registered tax (financial) adviser.


Michael Blomfield, CEO, Investment Trends

Michael commenced as CEO of Investment Trends in 2016. He has a long and successful history as a financial services executive, having headed up brokerages, banking divisions and product and segment lines over the past two decades. Perhaps his most well-known role was as Head of CommSec in Australia over the period where the business grew to become the market’s dominant retail brokerage.

He has lived and worked in Australia, the US and Asia, performing roles as an Executive, a Non-Executive Director and an Advisor. Michael has an enormous breadth of experience geographically, across client segments, across asset classes and across financial services products.

Michael is a former Director of the Securities and Derivatives Industry Association (now the Stockbrokers and Financial Advisers Association), the Commonwealth Bank Foundation and is a former member of the ASX Market Rules Committee.

He is currently also Chairman of the Australian Centre for Photography and is a Director of the only Chinese bank listed on that country’s Xin San Ban (New Third Board).


Phil Broderick, Principal, Sladen Legal

Phil is a principal of Sladen Legal and heads its superannuation team. He is member of a number of superannuation related committees. This includes being the chair of The Tax Institute’s superannuation committee and the chair of SISFA’s technical committee.

He is also a member of number of the ATO’s superannuation liaison groups including the Superannuation Industry Relationship Network (SIRN) and the Superannuation Industry Stewardship Group (SISG). Phil is also heavily involved in liaising with Treasury and ATO in relation to the implementation of new super laws and administrative practices.

Phil’s areas of practice include superannuation, estate planning and succession, duties and state taxes, trusts, federal tax and business structuring.

He is regular author and presenter. His articles have featured in The Tax Institute’s Taxation in Australia Journal and CCH’s Super News. He has presented at seminars and conferences conducted by The Tax Institute, the SMSF Association, the Television Education Network, Legalwise and various accounting bodies.


Peter Burgess, General Manager, Technical Services & Education, Super Concepts

Peter Burgess is General Manager, Technical Services and Education at SuperConcepts. Peter is SuperConcept’s specialist on government policy, regulation and technical issues, and acts as SuperConcepts’ SMSF media spokesperson.

Peter has a strong reputation as an authority in SMSF technical matters and Government policy design. He is an adjunct lecturer with the University of Adelaide and is a widely published author and media commentator on SMSFs.

Peter holds an MBA from the University of Adelaide and an Economics degree and postgraduate qualifications in finance and superannuation management.

In 2016, in recognition of his outstanding contribution to the SMSF sector, Peter was awarded the SMSF Association’s Chairman’s Award.


Daniel Butler, Director, DBA Lawyers

Dan is recognised as one of Australia’s leading SMSF lawyers complemented by his taxation and commercial expertise. He has worked predominantly in the fields of tax and superannuation over the past 36 years, is a qualified Chartered Tax Adviser, Chartered Accountant and has an MBA from the University of Melbourne.

Dan is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas.

Dan is a member of the ATO’s Super & Employment Change Committee, The Tax Institute’s National Superannuation Committee, the Law Institute of Victoria’s Tax Committee and is involved with a number of other tax and SMSF committees. Dan presents on the subject of Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also an  SMSF Specialist Advisor™.


Yvonne Chu, Head of Technical and Professional Development, Australian Unity

Yvonne is the Head of Technical at Australian Unity which she joined in late 2018. Prior to this role she spent over 11 years in the highly regarded technical team, FirstTech, at Colonial First State. In her role Yvonne works closely with adviser by providing technical expertise and industry insights on legislative and regulatory related issues. She’s a regular presenter at professional development days and conferences; and contributes technical articles in industry magazines.

Yvonne holds a Masters of Taxation from Sydney University, an Advanced Diploma of Financial Services and degrees in both Actuarial Studies and Applied Finance.


Jeremy Cooper, Chairman, Retirement Income, Challenger Limited

Jeremy Cooper is Chairman, Retirement Income at Challenger Limited, a full time executive role focusing on research, public policy issues and thought leadership.

Prior to joining Challenger, Jeremy chaired the ‘Cooper Review’ into the superannuation system, the recommendations of which have been substantially adopted.

Before his review role, Jeremy was deputy chairman of the Australian Securities and Investments Commission (ASIC) for five years from mid-2004. Prior to his term at ASIC, Jeremy was a partner of an Australian law firm, now part of Ashurst.

Jeremy is a regular public speaker and media commentator on superannuation and retirement income-related issues.


Peter Crump, Private Client Adviser, AMP Advice

Peter Crump is a financial adviser and actuary who has worked in superannuation all of his career, well over 30 years.

He is a private client adviser at AMP Advice in their Wayville office (formerly known as ipac south australia). He provides financial advice and expert superannuation advice to his and AMP Advice’s clients.

Until 2018, he served as a non-executive director of the SMSF Association for 8 years, including 2 as Chairman.

He has a few formal qualifications, covering taxation, financial advice and actuarial, as well as being a Graduate member of the Australian Institute of Company Directors.

He is a published co-author and has made numerous presentations and authored papers on superannuation and SMSF related issues.


Nidal Danoun, Principal Director, Prosperity Financial Services 

Nidal Danoun, is the Principal Director of Prosperity Financial Services (PFS Consultancy), a practice he founded in 2002. Nidal provides training and advice to organisations, businesses and professionals in the areas of ethics and professional standards, financial planning advice assessment and remediation, financial services regulation compliance, and practice management. Nidal regularly works and consults with ASIC, large financial institutions, and large accounting firms.

Nidal is also an adjunct lecturer at the University of NSW in the areas of financial planning advice, ethics and professional standards and estate planning.

Nidal holds a Master of Commerce; he is a Chartered Accountant, a Fellow CPA, a Certified Financial Planner, Chartered Tax Adviser and a member of the CFA Institute and the SMSF Association. Nidal has over 20 years experience in the financial services industry.


Craig Day, Executive Manager, Technical Services, Colonial First State

Craig is the Executive Manager of Colonial First State’s highly regarded technical services team, FirstTech, and has over 20 years’ experience in the financial services industry.

In his role Craig is responsible for leading a team that provides specialist technical support to financial advisers and to Colonial First State’s superannuation and platform businesses. He also acts as a media spokesman for Colonial First State on superannuation and retirement planning issues and represents Colonial First State on a number of industry association committees.

Craig is a sought after presenter at industry conferences and professional development events and is actively involved in providing ongoing specialist adviser education.

Craig holds a Bachelor of Science, is completing his Masters of Taxation and is an SMSF Specialist Advisor.


Jon de Fries, Senior Consultant – Succession Advice, MLC Advice

As Senior Consultant, Succession Advice, Jon specialises in advice support in areas such as estate and business succession, business structures, superannuation and tax.

Jon has worked in various roles in the industry for over 25 years, including managing the technical teams at MLC, ANZ and AM Corporation. He regularly conducts workshops for advisers and speaks at industry conventions.

Jon has a Bachelor of Economics (University of Sydney) and Diplomas in Financial Planning and Superannuation Management.


Aaron Dunn, CEO & Co-Founder, Smarter SMSF

Within the financial services industry, people look to Aaron as a trusted source to learn more about SMSFs and the direction of the sector.  Highly admired amongst his peers, Aaron’s insights into both technical and practice-based issues within the SMSF industry sees him regularly sort out to participate as a key stakeholder for Government reviews, and regulatory issues.

Aaron is the CEO and Co-founder of Smarter SMSF, a business that supports accountants and financial advisers across CPD training and SMSF documents.  He is the creator of the Future of SMSF report that provides key insights into the way in which practitioners operate within the SMSF industry.  As a SMSF Specialist Advisor and CPA, Aaron has worked within the SMSF sector for more than 20 years.

A lover of sport, in particular AFL football (Essendon) and athletics, Aaron was previously a nationally ranked high jumper having set a personal best jump of 2.14m.


Ian Donald, Ombudsman, Australian Financial Complaints Authority (AFCA)

Ian has over 20 years’ experience in the financial services industry. He was with the Financial Ombudsman Service from 2009 as Legal Counsel. He also worked in ASIC’s Enforcement Directorate as an in‐house lawyer and as a team leader with oversight of complex financial services investigations. He specialised in commercial and insolvency law in a private legal practice.

Appointed as an Ombudsman in September 2019, Ian predominantly makes decisions in investments and financial advice complaints, as well as banking and finance complaints.


Melanie Dunn, Head of Technical Services, Actuary, Accurium

Melanie is well renown in the SMSF sector as one of the leading female presenters. She heads up Accurium’s Technical Services team and is a Fellow of the Institute of Actuaries of Australia (FIAA), specialising in Global Retirement Income Systems. She is also an SMSF Specialist Advisor with over ten years’ experience in SMSFs and retirement.

Melanie is a member of the SMSF Association regulatory committee and Actuaries Institute retirement income consultation group. She also provides training and education services to several leading SMSF practitioners across Australia, specialising in complex issues including retirement modelling, pensions and segregation strategies.


Professor Melinda Edwards, Professor of Practice, QUTeX

Melinda was a Litigator, Professor of Law and Managing Director of her own business before joining QUTeX as a Professor of Practice.

She has custom-designed corporate education programs for a range of sectors including mining and resources, the legal and medical professions, government, banking and NGOs. She also has extensive international experience including projects in Bhutan, Myanmar, Thailand, The Czech Republic and Papua New Guinea.

Melinda teaches Negotiation and Business Law in the Graduate MBA and EMBA programs, is an Executive Coach and also leads the Ethical Decision-Making Masterclass series for QUTeX.


Mark Ellem, Executive Manager, SMSF Technical Services, SuperConcepts

Mark holds the position of Executive Manager, SMSF Technical Services with SuperConcepts, providing technical and compliance support on SMSFs to financial advisors, accountants and SMSF trustees, as well ensuring that SuperConcepts’ leading SMSF administration and compliance platform, SuperMate, is compliant with the latest superannuation and taxation rules.

An accredited SMSF Specialist Advisor with the SMSF Association, he was awarded the 2019 CEO award for his contribution to the association. He is also a Fellow of CPA Australia and the Institute of Public Accountants (IPA), as well as being a Registered Tax Agent.

Prior to his current role with SuperConcepts, Mark spent considerable time in accounting practices and SMSF administration companies, including running his own accountancy practice and SMSF administration and compliance advice company for ten years.


William Fettes, Senior Associate, DBA Lawyers

William is a Senior Associate at DBA Lawyers where his work focuses on superannuation law compliance, succession planning and taxation in an SMSF context.

William presents regularly on SMSF and related tax issues across Australia, including for CPA Australia and DBA Network. William has also been published in numerous top SMSF publications, including CCH, Taxation in Australia, SMSF Adviser, and LexisNexis publications.

William holds a Bachelor of Laws and Bachelor of Arts from Monash University. William is currently completing his Master of Laws at the University of Melbourne.


Bryce Figot, Special Counsel, DBA Lawyers

Bryce is recognised as one of Australia’s leading SMSF lawyers. He has worked predominantly in the fields of tax and superannuation over the past 17 years and holds a Master of Laws from the University of Melbourne.

Bryce is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Bryce regularly presents for the major professional bodies including the SMSF Association, CPA Australia The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network.

Bryce is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. Bryce wrote the book Complete Guide to SMSFs: Planning for Loss of Capacity and Death, published by CCH Wolters Kluwer. Bryce is on the editorial panel of LexisNexis’ Australian Superannuation Law Bulletin. He is a Senior Fellow at the University of Melbourne’s Law School, where he is the subject coordinator of Taxation of Superannuation.

Bryce is a Specialist SMSF Advisor™ as well as being a Chartered Tax Adviser.


Dana Fleming, Assistant Commissioner – SMSF Segment, Australian Taxation Office

Dana Fleming is the Assistant Commissioner responsible for the self-managed superannuation fund segment.

Dana has over 25 years’ tax experience, both in Australia and overseas, specialising in superannuation and managed funds. Prior to joining the ATO, Dana was a partner at KPMG where she led KPMG’s Asset and Wealth Management tax practice in Australia for four years. Her client portfolio included major industry and retail funds to boutique managed funds. She advised and worked with them on the tax implications of their strategic planning as well as day to day activities.


Katrina Fletcher, Director, Elite Super

Katrina is the managing director of Elite Super and has 26 years experience in the SMSF & accounting profession. She is a member of Chartered Accountants Australia & NZ. She has SMSF professional advisory qualifications through the Strategist Group with an Advance Diploma of Financial Services (Financial Planning). She holds specialist membership accreditation as a SMSF Specialist Advisor and SMSF Specialist Auditor with the SMSF Association. She also has a considerable legal background being a former partner in a legal, accounting and financial planning multi-disciplinary professional practice for 8 years, completing the majority of LLB at University of New England Armidale. She is also an ASIC registered SMSF auditor.


Lyn Formica, Head of SMSF Technical & Education Services, Heffron SMSF Solutions

Lyn Formica is the Head of SMSF Technical & Education Services with Heffron SMSF Solutions, a company committed to raising standards within the SMSF industry.

Lyn specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. She regularly prepares papers and presentations for the many accounting firms and professional bodies around Australia.

With over 25 years’ experience in superannuation and the administration of self managed funds, Lyn is also an accredited SMSF Specialist Advisor of the SMSF Association.


Adam Goldstien, Advisor, Skeggs Goldstien

Adam is a 30-year adviser, who describes himself as an ‘Adaptable Oldie’ who thrives on change. His business Skeggs Goldstien, with his 3 partners, provide clients with holistic financial planning, accounting & tax and business advisory services.

Adam has specialised in SMSF’s since 1998

Adam has a Master’s Degree in Financial Planning, he is FASEA compliant, a member of the FPA, IPA and GAICD.

Adam has been involved with the Association since its inception in varying capacities and has represented his peers on the ATO Financial Services Industry Partnership (FSIP) and ASIC’s Financial Adviser Consultative Committee (FACC)

Adam strongly believes that the future adviser will combine the best skills of both the accounting and financial planning professions.


Kellie Grant, Director, SMSFs Approved Auditors Portfolio Superannuation, Australian Taxation Office

With the ATO since 1997, Kellie worked in a number of areas before joining Super in 2008. She spent several years in Super’s Complex Technical Unit, providing advice on a wide range of issues and has also worked in the SMSF area. Here she spent some time in the Trustees portfolio determining the appropriate responses to and treatments for a range of SMSF income tax and regulatory risks as well as managing the early engagement and voluntary disclosure service that trustees and/or their advisers can use to rectify fund breaches. Currently, she is working in the Approved Auditors portfolio and is involved in identifying and treating risks associated with this sector as well as creating strategies and guidance to assist auditors with their regulatory obligations.


Caroline Harley, Executive Manager – Strategic Advice Specialist, Commonwealth Private Office, CBA

Caroline is the Practice Manager of the Commonwealth Private Office at CBA, providing strategic and technical advice to Ultra High Net Worth individuals and families (with investible assets of $10 million or more).

With experience including SMSFs and other trusts, superannuation, estate and family law litigation, family governance and succession planning; Caroline’s diverse background has yielded many practical lessons for clients and their professional advisers.

Caroline holds a Bachelor of Arts, a Bachelor’s and Master’s degree in Law, the Graduate Diploma in Legal Practice, and was admitted to legal practice in 2008. Caroline was recognised in 2017 as a finalist for Legal Counsel of the Year at the Women in Finance Awards.

She is an SMSF Specialist Advisor and a member of the Regulatory Panel with the SMSF Association.  Caroline is also recognised as a trusts and estate specialist by the London membership committee of STEP (the international Society of Trust and Estate Practitioners).

Caroline has contributed articles to legal and financial journals, and presented technical papers at conferences for a number of years.


Scott Hay-Bartlem, Partner, Cooper Grace Ward

Scott is a partner in Brisbane law firm Cooper Grace Ward.

He and his team specialise in assisting clients and their other advisers including accountants and financial planners with tax and superannuation (particularly SMSFs) advice; estate planning, administration and disputes; family businesses, business structuring; business succession arrangements; asset protection and restructuring. Scott has a particular interest in how these areas intersect with self-managed superannuation funds and the impact of and on these structures.

He is a director of the SMSF Association and a SMSF Specialist Advisor with the SMSF Association, a Chartered Tax Adviser, a member of the Society of Trust and Estate practitioners.

Scott been selected by his peers for inclusion in the Eleventh Edition of Best Lawyers in Australia in the practice areas of: Superannuation Law, Trusts and Estates and Wealth Management / Succession Planning Practice. He was named the 2016 Brisbane Wealth Management/Succession Planning practice ‘Lawyer of the Year’ and the 2019 Superannuation ‘Lawyer of the Year’.

Scott has been listed in Doyle’s Guide for Queensland:

  • Tax lawyers as a recommended practitioner; and
  • Estate Planning lawyers as a leading practitioner.

He has a Bachelor of Laws (Hons) and a Bachelor of Business (Accy) from the Queensland University of Technology.  Scott also has also completed the Certificate of Superannuation Management and the Diploma of Superannuation Management run through ASFA and Macquarie University, and the Foundation Diploma of Financial Planning.


Meg Heffron, Managing Director, Heffron

Meg is the Managing Director of SMSF specialist firm Heffron.  She is one of the few actuaries to work in all areas of SMSF practice, having worked exclusively in SMSFs since 1998.  Meg’s passion is using her technical knowledge about SMSFs to provide practical solutions for accountants and advisers to help their clients and grow their businesses, and tangible expertise for trustees. She is often a proactive and practical voice in a sea of noise around super and SMSFs.

Meg was a founding member of the Actuaries Institute Self-Managed Superannuation committee and is a regular speaker at professional development events for accountants, lawyers and financial planners.


Brooke Hepburn-Rogers, Director, Stellar Super

Brooke Hepburn-Rogers has over 20 years’ specialist experience within the Self-Managed Super Fund industry. Brooke established her career as an SMSF Association Specialist Advisor (SSA™) and SMSF Specialist Auditor (SSAUD®) in Queensland and New South Wales.

Brooke is a Member of the Institute of Public Accountants, Registered Tax Agent, SMSF Specialist Auditor™ and SMSF Specialist Advisor™, with over 19 years’ experience in the SMSF industry. Currently part of the ACT Committee for the SMSF Association.

Brooke recently graduated with the Graduate Certificate in Self-Managed Superannuation Funds, at the University of Adelaide

She consults with various professional peers and governing bodies as well as other accounting bodies and presents at various events.

She has been honoured to have been a National finalist in both the Women in Finance and Accountants Daily Australian Accounting awards, in 2019.

Brooke has been a qualified volunteer Bush Firefighter since 2014, with the NSW Rural Fire Service, and is in her fourth year of Marathon events for charity, her favourite being the Honolulu Marathon


Peter Hogan, Head of Technical, SMSF Association


Peter Hogan is the SMSF Association’s Head of Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Peter is an SMSF Association Specialist Advisor and former Chair and National Board member of the Association.


Melinda Howes, General Manager – Superannuation, BT Financial Group

Melinda Howes is the General Manager of Superannuation for BT Financial Group. In this role she is privileged to be responsible for helping more than 1 million Australians live their best retirement.

Melinda is an actuary who has had a diverse career in financial services. Previous roles include Non-Executive Director roles in General Insurance, Director of Product Strategy and Services for AMP, CEO of the Actuaries Institute, Director of Policy at ASFA, and actuarial roles in life insurance and superannuation. She previously spent eleven years at BT from 1993.

Melinda is an Executive Director on BT’s Superannuation Board, and a member of BT’s Risk Review Committee. She’s also on the FSC’s Super Board and the Association of Superannuation Funds Australia (ASFA) Board as well as the advisory board of Macquarie University’s Faculty of Business and Economics.


Senator the Hon Jane Hume, Assistant Minister for Superannuation, Financial Services and Financial Technology

Jane Hume is a Liberal Party Senator from Victoria, having been elected in July 2016.

Born and raised in Melbourne, Senator Hume has held various senior positions in the financial services industry, working for the National Australia Bank, Rothschild Australia, Deutsche Bank and, immediately prior to her election, as a Senior Policy Advisor at Australian Super. She has also served on a number of boards including the Royal Children’s Hospital, Federation Square, and Perinatal Anxiety & Depression Australia.

Upon entering the Senate, she was immediately appointed Chair of the Senate Standing Committee on Economics (Legislation). Outside of her career pursuits, Senator Hume enjoys swimming, reading, and most of all, spending time with her three children, Harry, Charlie, and Imogen.

Following the Coalition election victory in May, Senator Hume was made Assistant Minister for Superannuation, Financial Services and Financial Technology.


Clinton Jackson, Partner, Cooper Grace Ward Lawyers

As a partner in Cooper Grace Ward’s commercial team, Clinton advises his clients on an extensive range of commercial and corporate matters, business mergers, acquisitions and sales, tax and structuring issues, self-managed superannuation, asset protection and succession, restructuring and exit strategies.

Clinton’s unique range of expertise enables him to assist his clients with both their personal and business legal issues and to advise through all phases of the business/investment lifecycle – from start up, growth, expansion, transition and exit.

Clinton has been selected by his peers for inclusion in Best Lawyers in Australia in the practice areas of Superannuation Law and Wealth Management / Succession Planning Practice, is a recommended Wills, Estates & Succession Planning lawyer by Doyle’s and is an accredited SMSF Specialist Advisor with the SMSF Association and member of the Society of Trust and Estate Practitioners.


Stephen Jones MP, Shadow Assistant Treasurer & Shadow Minister for Financial Services

Stephen Jones is the Federal Member for Whitlam and Shadow Assistant Treasurer and Shadow Minister for Financial Services.

Stephen was first elected to the Federal Parliament in 2010 representing the Southern Illawarra seat of Throsby. He was re-elected at the 2013 election and elected to the re-named seat of Whitlam in the 2016 election.

Stephen holds a Bachelor of Arts degree from the University of Wollongong and a Bachelor of Laws degree from Macquarie University.

Prior to entering the Federal Parliament he worked as a community worker for various front line disability services, youth and health services and as a lawyer with the Australian Council of Trade Unions (ACTU) and as the Secretary of the Community and Public Sector Union (CPSU).


Christina Kalantzis, Financial Services Compliance, Alexis Compliance & Risk Solutions Pty Limited

Christina Kalantzis is the founding Director of Alexis Compliance and Risk Solutions, a financial services compliance and risk management firm based in Sydney.

She has over 20 years experience in the financial services wealth management and distribution industry and extensive risk management and compliance experience. She provides advice to ASX listed companies on Financial Services Reform (FSR) and the Future of Financial Advice Reforms (FOFA) compliance, investment and risk management issues.

She was a member of the FOFA Treasury working committee convened by the Rudd and Gillard government throughout 2007 – 2012. She managed one of Australia’s largest Financial Planning Enforceable Undertakings.

She managed the first FSR Adviser banning 2005, represented Advisers in Westpoint/ ASIC banning hearings, was an industry expert to ASIC and the ACA as part of the Quality of Advice Survey 2002, and the FPA’s head project manager for FSR, privacy and fee disclosure. She has also managed AFSL product and unit pricing breaches.

Christina is a published author and speaker on compliance, corporate governance and risk management planning, her work has been published by Asset, BRW, Money Management, IFA, Sydney Morning Herald, The Australian and the Australian Financial Review.

Christina holds a Master of Laws and Legal Practice, a Masters Degree in Banking and Finance, a Bachelor of Commerce, and a Foundation Diploma in Financial Planning.


Leigh Mansell, Director, SMSF Technical & Education Services, Heffron SMSF Solutions

Leigh is a Director, SMSF Technical & Education Services at Heffron SMSF Solutions, and she is intimately involved in developing the firm’s range of products and services for clients (including technical and educational materials) and the provision of technical support to SMSF practitioners and their clients.

She regularly delivers presentations to SMSF practitioners around Australia and one of Leigh’s greatest attributes is her ability to make complex concepts appear simple through the use of real life scenarios. Participants in previous training events have valued this practical approach highly.

She is a Chartered Accountant with over 25 years of superannuation experience and has specialised in SMSF technical support, advice and administration for almost 20 years. This gives her a unique ability to advise not only on the technical issues faced by SMSF practitioners but also the practical solutions she has developed and implemented.


John Maroney, Chief Executive Officer, SMSF Association

John Maroney was appointed as the CEO of the SMSF Association in May 2017.

John has worked in the financial services industry for over 30 years and was recognised as a leader in Australia’s Financial Services sector before his appointment to the International Association of Insurance Supervisors in 2009. Most of John’s experience in Australia has been in the superannuation or insurance sectors and managing professional and industry associations.

John’s experience includes extensive senior management and consulting roles in superannuation, insurance, Australian and international financial regulation, actuarial and risk management plus managing professional and industry associations. He has been employed by large and small employers and consultants, within the private and public sectors, within Australia and internationally and he also was self-employed for several years while he developed a successful consulting firm. Key roles include CEO of the Actuaries Institute, Australian Government Actuary and Head of Capital and Solvency at the International Association of Insurance Supervisors, which is hosted by the Bank for International Settlements in Basel, Switzerland.


Michael McQueen, Speaker, Trend Forecaster, Author

Michael McQueen is a multi-award winning speaker, trend forecaster and bestselling author of eight books.

Michael is a regular commentator on TV and radio his work has featured in publications ranging from the UK Daily Mail to and the Huffington Post. In addition, Michael is a familiar face on the international conference circuit having shared the stage with the likes of Bill Gates, Dr. John Maxwell and Apple co-founder Steve Wozniak.

Having been recently named Australia’s Keynote Speaker of the Year, Michael was inducted into the Professional Speakers Hall of Fame. He has spoken to over 500,000 people across 5 continents since 2004, and is known for his engaging, entertaining and practical conference presentations. With clients including KPMG, Pepsi and Cisco, he has helped some of the world’s most successful brands navigate disruption and maintain momentum.


Tim Miller, Education Manager, SuperGuardian

Tim Miller is one of Australia’s leading SMSF educators and presenters with over 23 years’ experience in the Superannuation industry.  His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999.  In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a regular presenter on the SMSF circuit.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications and is the author of one of the subjects of the SMSF Association Graduate Certificate delivered through the University of Adelaide and Kaplan, this subject also forms part of the CA ANZ SMSF specialist program.

Tim is an SMSF Association Specialist Advisor.


James O’Halloran, Deputy Commissioner, Superannuation and Employer Obligations, Australian Taxation Office

James has national responsibility for Superannuation and Employer Obligations, including the reporting obligations of superannuation funds to the ATO, the regulation of Self-Managed Superannuation Funds and the implementation of the Single Touch Payroll Program.

In this role he works closely with the superannuation industry, advisors and with other regulators including APRA and ASIC.

Prior to his current role, James has held Deputy Commissioner roles for Indirect Tax and Tax Practitioner Services.

Prior to joining the ATO, James held senior management positions in state government agencies in Victoria.

James has a Bachelor of Arts (Justice Administration), a Master of Corporate Law and is a Member of Australian Institute of Company Directors.


Natasha Panagis, Technical Manager, AIA Australia

Natasha is a Technical Manager for AIA Australia’s Technical Education Centre of Excellence (TECE) Team.

Her experience includes providing technical and strategy support to financial advisers on a broad range of wealth management areas, from superannuation through to taxation, estate planning, insurance, social security and aged care planning.

Prior to joining AIA Australia, Natasha was a Technical Manager at Aged Care Steps and Strategy Steps.

Natasha’s qualifications include a Bachelor of Business (Management), a Bachelor of Business (Applied Finance) and an Advanced Diploma of Financial Services (Financial Planning). She is also a Certified Financial Planner® (CFP), a SMSF Specialist AdvisorTM (SSA) and a registered Tax (Financial) Adviser.


Michael Rice, Executive Director, Rice Warner

Michael specialises in providing strategic advice to financial institutions, fund managers, government agencies, industry associations and large superannuation funds. Michael is the Chief Executive Officer of Rice Warner, which he founded in December 1987.

Michael heads up Rice Warner’s public policy work.  He has undertaken pioneering research into Age Pension dependency and trends.  He has a keen interest in the integration of social security and superannuation, as well as measuring the adequacy of retirement incomes.

Other activities include:

  • Michael is a member of the Advisory Board of the ANU College of Business and Economics.
  • Chairman of QSuper’s Investment Committee from January 2009 to June 2013 and remained an independent investment expert on the Committee until March 2016.
  • Former Councillor of the Actuaries Institute (1999-2001) and convenor of the Public Policy Council Committee for five years (2014-2019). Michael was awarded Actuary of the Year for 2017.
  • Michael was on the StatePlus Board from October 2016 to May 2019.


Jemma Sanderson, Director, Cooper Partners

Jemma Sanderson is a Director of Cooper Partners Financial Services, heading up their SMSF specialist services.  Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support to accounting, legal and financial planning groups.  Jemma is a regular presenter on superannuation and SMSFs for the professional bodies across Australia, and is the author of the popular publication “SMSF Guide”, published by the Taxation Institute, currently in its ninth edition and the author and convener of the Taxation Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation Unit.  In August 2019 she was named for the third year in a row as SMSF Adviser of the Year at the 2019 National Women in Finance awards.  Jemma was recognised for her contribution to the SMSF industry as the recipient of the Chairman’s Award at the 2018 SMSF Association conference.


Mary Simmons, Technical Manager, SMSF Association

With over 20 years experience in the superannuation industry, focusing primarily on SMSFs, Mary has an in-depth, expert knowledge of the industry. With diverse roles spreading across large accounting firms, large and boutique financial service providers as well as Government, Mary offers an all-round understanding of the SMSF industry. Mary has a multifaceted perspective of the SMSF industry, including that of government, a professional advisor and trustee/member.


Shail Singh, Ombudsman, Australian Financial Complaints Authority (AFCA)

Shail joined the Financial Ombudsman Service in 2010 as a case manager and progressed to senior case manager in 2013.  In 2015 Shail began managing the Investments and Advice Unit 1, where his team focused on investments, traditional trustee and life insurance complaints.

In 2018 he was appointed by the Board as an Ombudsman. Shail has significant experience dealing with financial planning, investments, stockbroking, CFD and FX disputes.

Prior to joining FOS, Shail was a Financial Planner at ARA consultants from 2008 – 2010 and Legal Counsel for various organisations including the Medical Practitioners Board (2003 – 2005), Sara Lee (2000) and Worksafe Victoria (2005 to 2008).

Shail has a Bachelor of Laws and Bachelor of Science from Melbourne University (1996) and a Masters in Law from Melbourne University (2005) and an advanced diploma financial services (2009).


Daniel Smedley, Principal, Sladen Legal

Daniel Smedley, CTA, enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs. Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide published by The Tax Institute. Since 2016, Daniel has appeared in the list of one of Australia’s “Best Lawyers of the Year” in the practice of tax law. The list is compiled by Best Lawyers and published in the Australian Financial Review. Daniel has also been recognised in Doyles Guide as a recommended tax lawyer since 2016. Daniel is a regular presenter at state and national industry conventions, conferences and workshops.


Neil Sparks, National Manager SMSF Strategy, BT Financial Group

Neil is acknowledged as an authority on self-managed superannuation funds. In 2018 he completed the Graduate Certificate of SMSF at the Adelaide University and is an accredited SMSF Specialist Advisor™. 

Neil is a regular speaker on the topic of superannuation with over 15 years’ experience researching, writing and presenting to financial advisers and trustees on the technical aspects and unique strategies available to SMSFs.

Neil is a popular member of the SMSF community.


Tracy Wilcox, Associate Professor, UNSW

Tracy Wilcox is the Academic Director for Postgraduate Programs in the UNSW Business School and a senior lecturer in business ethics, sustainability and management. Tracy also has an adjunct position with the Centre for Social Impact where she teaches in their postgraduate Social Impact programs. She is the Program Director for the Master of Commerce and Master of Commerce (Extension) degrees.

Tracy is passionate about business ethics and sustainability education and she has received several teaching awards for her work in this field including the Bill Birkett Award for Sustained Teaching Excellence.

Tracy’s research explores how business contexts enable or constrain ethical management action. She has supervised students researching in Corporate Social Responsibility, NGO management, and organizational change. Tracy serves on the Editorial Board of the Economic and Labour Relations Review

Tracy has a Bachelor of Applied Science (Hons) from the University of Technology, Sydney, and a Master of Commerce (Hons) and PhD from UNSW Business School. Tracy joined academia following a career in quality management and scientific leadership roles with global organisations.


Darren Wynen, Director, Insyt Pty Ltd

Darren Wynen is the founder of Insyt, a company that provides publications, training and consulting services for accountants and financial advisers.

On the teaching side, Darren worked as a writer and trainer for the NTAA for over 10 years, and TaxBanter for 5 years. More recently, he co-presented Super Schools 2019 Day 1 and Day 2 for the NTAA. In addition, Darren provides tax and super training for advisers through his company, Insyt.

As a writer, Darren has written extensively about SMSFs and tax through his own work, training materials, and his involvement with the NTAA and TaxBanter. He has also released numerous publications on the small business CGT concessions, transitional CGT relief, SMSFs and tax.

Darren has also assisted with writing and reviewing technical materials for the SMSF Association, including the Association’s Trustee Knowledge Centre, SSA program and adviser case studies.