National Conference 2021

16 Feb — 18 Feb 2021

Speakers

Aaron Dunn

Aaron Dunn

CEO & Co-Founder
Smarter SMSF
Adam Goldstien

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 be combine the best skills of both the accounting and financial planning professions.

Andrew Klein

Andrew Klein

Director
Spike Presentations

Andrew is one of Australia’s leading Professional Conference MCs and a Pitching & Presentation Skills speaker, trainer and writer, working on conferences (back in the ‘good old days’ when OS travel was allowed!!!) around the Asia-Pacific region as well as the US and South Africa. Since March 2020, he now works from his home office or local studios!

A former corporate lawyer, Andrew quit the law in the late 90’s before starting up his own business as a corporate trainer and speaker.

As an MC, Andrew brings his casual yet corporate style to proceedings and is well-known on the conference circuit for his revealing speaker introductions, his improvisational skills and ability to adapt to different audiences.

Having worked (pre-Covid) on several virtual events, appeared on TV many times and presented countless webinars, he has, like all of us, been on a steep learning curve the past year and has since hosted a wide variety of conferences and events online.

He is now very comfortable to say he is “Virtually an MC.”

Apart from MC’ing, Andrew runs workshops and keynotes on Presentation Skills and Pitching for Business.

His clients (apart from the SMSF Assoc) include BT, QBE, Westpac, Aon, Dymocks, CSL, McDonalds, NSW Health, KPMG, MLC, CPA (Australia) Auto One….…………..and his mother-in-law’s bridge club.

Andrew’s hobbies include shaving his head, walking his dog Pebbles and trying to convince his wife and 3 kids that he has a real job.

 

Anthony Cullen

Anthony Cullen

SMSF Technical Specialist
SuperConcepts

With over 20 years in the industry, Anthony started his career as an undergraduate accountant in business services, before making the decision to specialise in SMSFs in 2004. In his previous role, he managed the SMSF division of an accounting firm in the Adelaide CBD.

Looking to expand his technical skills, Anthony joined SuperConcepts (under the old Cavendish banner) in 2013. Since then he has become a valued member of the technical team, providing expert assistance to staff, trustees and other professionals alike. He has embraced the educational element of his roll and regularly presents training sessions and writes articles on topical matters.

He is an SMSF Specialist Advisor with the SMSF Association and a current committee member of the SA Local Community.

Belinda Aisbett

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

Bryan Ashenden

Head of Financial Literacy & Advocacy
BT

Bryan Ashenden leads the BT Tech Services team at BT – a group 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 19 spent with BT.

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

Bryce Figot

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.

Channa Wijesinghe

Channa Wijesinghe

Chief Executive Officer
Accounting Professional & Ethical Standards Board

Mr. Channa Wijesinghe is a graduate of Monash University and holds an MBA from Deakin University. Channa has also completed the Advanced Management Program of Melbourne University. He is Fellow member of Chartered Accountants Australia and New Zealand, CPA Australia and the Institute of Chartered Secretaries and Administrators. Channa joined the APESB in January 2007 and was the founding Technical Director and subsequently appointed as the CEO in 2016.  He manages the implementation of the Board’s strategy, national and international stakeholder engagement, operations and technical work program. He functions as the Chair of the Board’s taskforces and has overseen the issue of APESB’s suite of 21 pronouncements for the Australian accounting profession.

Channa also represents APESB at the IESBA National Standards Setters Group. Prior to joining the APESB, Channa worked for a decade with EY and Deloitte and was an Audit Director at Deloitte, Melbourne. He also spent several years in energy companies including two years with AGL Energy and was a member of the AGL IFRS project team.

Christina Kalantzis

Christina Kalantzis

Clinton Jackson

Clinton Jackson

Partner
Cooper Grace Ward

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 specialist superannuation adviser with the SMSF Association and member of the Society of Trust and Estate Practitioners.

Craig Day

Craig Day

Head of Technical Services
Colonial First State

Craig is the Head of Technical Services at Colonial First State and has over 20 years’ experience in the financial services industry.

Craig team is responsible for providing high quality technical support to financial advisers and to Colonial First State’s superannuation and platform businesses.

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 and a Masters of Taxation (Financial Planning) and is a Fellow Member of the SMSF Association.

Daniel Butler

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 regularly presents for the major professional bodies including the SMSF AssociationThe Tax InstituteChartered Accountants Australia and New Zealand and DBA Network.

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 a Specialist SMSF Advisor™.

Hayley Mitchell

Hayley Mitchell

Partner
Cooper Grace Ward

Hayley Mitchell is a Wills and estates specialist lawyer in Brisbane. Hayley has dual accreditation in succession law (Queensland) and an Accredited SMSF Association Specialist.

Hayley’s expertise and specialist knowledge in Wills, estates and superannuation funds means that she can provide advice and assistance to clients in a range of matters:

  • estate planning, Wills, enduring powers of attorney and superannuation binding death benefit nominations
  • SMSF disputes and superannuation death benefit disputes
  • enduring power of attorney disputes
  • trust succession disputes
  • family provision applications, Will disputes and estate disputes
  • applications for probate and letters of administration
  • advice to executors and beneficiaries of estates
Heather Gray

Heather Gray

Lead Ombudsman - Superannuation
Australian Financial Complaints Authority

Heather Gray is the Lead Ombudsman – Superannuation at the Australian Financial Complaints Authority. In that role she leads a team of 8 Ombudsmen and Adjudicators in determining a wide range of superannuation complaints. Prior to joining AFCA, Heather had more than 30 years’ experience in private practice as a superannuation lawyer, and most recently was a partner at law firm Hall & Wilcox. She has a strong interest in superannuation law and policy, and has consulted widely to Treasury, ASIC, APRA and the ATO on draft legislation and other instruments, and on the development of policy. She was for many years a member of the Law Council of Australia’s Superannuation Committee, including a term as its Chair, and represents AFCA on the ATO’s Superannuation Industry Stewardship Group. She is a frequent speaker at superannuation conferences and events. Heather is the Deputy Chair of SANE Australia, a national mental health charity, and is a director of the Mother’s Day Classic Foundation, a charity associated with the superannuation industry that raises money for breast cancer research.

Jemma Sanderson

Jemma Sanderson

Director
Cooper Partners Financial Services Pty Ltd

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.

John Maroney

John Maroney

Chief Executive Officer
SMSF Association

John Maroney was appointed as the CEO of the SMSF Association in May 2017 and is thrilled to have the opportunity to boost the Association’s reputation as the peak body in the SMSF Sector and its representation of more than one million SMSF trustees. Since his appointment, John has continued the Association’s efforts to improve the quality of advisors, the knowledge of trustees and the credibility and health of a vibrant SMSF community. John has developed strong connections with the SMSF sector’s regulators, ATO, ASIC & FASEA, provided substantial input into official inquiries, Producivity Commission, Franking Credits & Royal Commission, and represented the sector extensively to the Government and media.

John is passionate about helping all Australians be better prepared for a secure and dignified retirement, especially those who have chosen to utilise self-managed superannuation funds as the main component of their retirement saving.

John’s experience includes extensive senior management, Board 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.

Julie Steed

Julie Steed

Senior Technical Services Manager
Australian Executor Trustees

Julie has more than 30 years of experience in the superannuation industry as a technical specialist, consultant and client services manager. Julie is responsible for the provision of superannuation technical information, specialising in small funds.

Julie is passionate about helping people with the technical aspects of super, keeping it simple and in helping practitioners provide quality services to their clients.

Julie is a Senior Fellow of Finsia, a Fellow of ASFA and an accredited SMSF Specialist Advisor™ with the SMSF Association.

Justin Micale

Justin Micale

Assistant Commissioner, SMSF Segment
Australian Taxation Office

Justin is a well-respected highly experienced leader with over 30 years of experience at the ATO. He has been at the forefront of driving transformational change to the way the ATO manages and treats risks across individual and small business sectors. He has a strong client experience focus, ensuring outcomes are achieved whilst always establishing and maintaining relationships.

Justin has a strong record of achievement and his broad ranging skills has seen him regularly called upon to lead in a variety of Assistant Commissioner roles within the Client Engagement Group. Over the last 8 years, he has led diverse teams and high-profile projects. Justin has recently taken on the role of Assistant Commissioner of the Self-managed super fund Segment and is looking forward to supporting the sector and safeguarding the integrity of the self-managed super fund system.

Kellie Grant

Kellie Grant

Director SMSF Auditors Portfolio
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 SMSF 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 Kellie is working in the SMSF 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.

Leigh Mansell

Leigh Mansell

Director SMSF Technical & Education Services
Heffron SMSF Solutions

Leigh 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 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.

Louise Biti

Louise Biti

Director
Aged Care Steps

Louise is a co-founder and Director of Aged Care Steps, the leading business supporting professionals to implement advice solutions into their advice businesses in the areas of aged care and other related matters.

Louise is a thought-leader and one of the 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 current 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 AdviserTM, a Certified Financial Planner™, a Chartered Tax Adviser and a registered tax (financial) adviser.

Mark Ellem

Mark Ellem

Head of Education
Accurium

Mark is an experienced and highly sought after presenter, he is passionate about educating accountants and SMSF practitioners about SMSFs and strategies to make SMSFs a successful part of their business. He regularly writes and presents on SMSF related technical and compliance matters.

An accredited SMSF Specialist Advisor with the Self Managed Super Fund Association, he was awarded the 2018 CEO award in February 2019 for his contribution to the association and was in the inaugural group of association members to advance to the status of Fellow in February 2020. He is also a Fellow of both CPA Australia and the Institute of Public Accountants (IPA), as well as being a Registered Tax Agent.

Mark has spent over 30 years in accounting practices and SMSF administration companies, including running his own accountancy practice and SMSF administration and compliance advice company for ten years.

Mark Ryan

Mark Ryan

Director, Investment and Wealth
Deloitte

Mark has over 20 years of experience in the financial services industry. He commenced his career at PwC and has held senior roles in some of Australia’s largest wealth management and advice businesses including ANZ and AMP where he led the advice operations integration of AXA and AMP.

He has deep experience in designing advice operating models and has recently assisted Commonwealth Superannuation Corporation “CSC”, Local Government Super, LGIAsuper, Qantas Super and Cbus Super with their financial advice operating models and advice partner tenders.

Mark has driven large scale change initiatives and operational improvements including, establishment of advice business models, licensee integration and acquisitions and the development of client/member centric value propositions. He has assisted clients with their service delivery channels, provided guidance on high performance teams and driven thought leadership on digital innovation.

Mark holds a Bachelor of Commerce, with CA and RG146.

Mary Simmons

Mary Simmons

Technical Manager
SMSF Association

With over 20 years of 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.

Meg Heffron

Meg Heffron

Managing Director
Heffron

Our Managing Director Meg Heffron, has been working exclusively in SMSFs since 1998. She is one of the few actuaries to work in all areas of SMSF practice. Her passion is turning technical knowledge about SMSFs into practical solutions that accountants and advisers can use to help their clients and grow their businesses.

She is a sought-after speaker at events for industry professionals and their clients, a regular contributor to the Australian Financial Review, The Australian and SMSF trade publications and a trusted source in the development and implementation of superannuation policy via government and regulators.

Melanie Dunn

Melanie Dunn

SMSF Technical Services Manager
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.

Natalie Cameron

Natalie Cameron

Lead Ombudsman - Investments & Advice
Australian Financial Complaints Authority

Ms Cameron began her career at Clayton Utz, where she completed her articles and became a solicitor focusing on insurance and litigation. She then worked with the Australian Securities and Investments Commission (ASIC) focusing on regulatory policy and markets.

In 2005, Ms Cameron moved into industry, where she operated as the General Counsel and Company Secretary for AIA Australia. As a member of the executive committee, she was responsible for all litigation, disputes and complaints resolution. Ms Cameron’s time at AIA Australia also spanned roles managing operations, pricing, distributor relationships and product. She later became CEO of AIA New Zealand.

Prior to joining AFCA, Ms Cameron was the Chief of Customer Operations for MLC Life Insurance

Nicholas Ali

Nicholas Ali

Executive Manager – SMSF Technical Support
SuperConcepts

Nicholas Ali is Executive Manager – SMSF Technical Support, at SuperConcepts, Australia’s leading innovator in SMSF services.  He has over 10 years’ experience as an SMSF technical specialist, taking a pragmatic approach to enhancing SMSF Client Value Propositions.  In his current role he provides technical support to SMSF intermediaries and trustees on a range of matters, as well as being involved in adviser and trustee training and education through seminars, masterclasses and workshops.

Nicholas has extensive knowledge and experience having worked as a Financial Planner for 14 years, with emphasis on strategic advice to trustees and members of SMSFs.  He been an SMSF Association Specialist Adviser for more than a decade.  Nicholas has a Bachelor of Arts, Bachelor of Commerce, Advanced Diploma of Financial Planning and is currently studying a Masters in Taxation.  His interests include competitive target pistol shooting, Rugby Union, Boxing and Motorsport.  He is also an exceptional cook!

Peter Burgess

Peter Burgess

Deputy CEO / Director of Policy & Education
SMSF Association

Peter Burgess was appointed as the Deputy CEO and Director of Policy & Education of the SMSF Association in May 2020. Peter is a previous Association Board member and worked at the Association as Technical Director for three years prior to joining the SMSF administrator SuperConcepts in 2013 as General Manager, Technical Services & Education.

With over 20 years of industry experience Peter is recognised as an authority in SMSF technical matters and Government policy design. He is a widely published author and media commentator on SMSFs and is passionate about SMSFs and the role they can play in providing a dignified retirement, in the right circumstances, for those who seek greater engagement and control over their retirement savings. Through his contribution to the development of SMSF education standards, his Government advocacy work and his commitment to professionalism and thought leadership, Peter has dedicated much of his career to improving SMSF advice competency standards and the vibrancy and credibility of the SMSF sector.

Peter holds an MBA from the University of Adelaide an Economics degree and postgraduate qualifications in finance. In 2016, in recognition of his outstanding contribution to the SMSF sector, Peter was awarded the SMSF Association’s Chairman’s Award.

Peter Crump

Peter Crump

Financial Adviser

Peter has provided financial advice and support services to SMSF and personal financial planning clients for over 20 years, including time as a consultant actuary. Previous director of SMSF Association, including 2 years as Chairman. A regular presenter on SMSF related issues at professional conferences.

Phil Broderick

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 co-chair of The Tax Institute’s superannuation committee and the chair of SISFA’s technical and policy 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, duties and state taxes, estate planning and succession, trusts, federal tax and business structuring.

Phil was listed in the 2020 and 2021 Best Lawyers Australia for superannuation law and was the winner of the SMSF Association’s SMSF Specialist Advisor (SSA) Top Achiever Award in 2019.  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.

Scott Hay-Bartlem

Scott Hay-Bartlem

Partner
Cooper Grace Ward

Scott is a partner in Brisbane law firm Cooper Grace Ward and a director of the SMSF Association.

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 chairs the Cooper Grace Ward Diversity Committee and its ARCUS sub-group, and is the leader of the firm’s Private Client Commercial group.

Scott been selected by his peers for inclusion in the 13th Edition of Best Lawyers in Australia in the practice areas of: Superannuation Law, Trusts and Estates Wealth Management / Succession Planning Practice and Commercial Law. 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 Estate Planning lawyers as a pre-eminent practitioner, and was a finalist in the Australasian Law Awards for ‘Commercial Partner of the Year’ for 2020.

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.

Shelley Banton

Shelley Banton

Head of Education
ASF Audits

Shelley is recognised Australia-wide as a leading SMSF audit expert with a deep understanding of compliance, technology, and risk management. She provides strategic and technical advice to SMSF clients and specialises in the delivery of quality SMSF training and education to the private and public sector.

She is a committee member of the ATO SMSF Auditor’s professional stakeholders’ group; a member of the SMSF Association National Conference Committee and Chair of the SMSF Association Audit Discussion Group.

Shelley is a regular presenter at peak industry SMSF conferences and is a well-known and sought-after industry commentator.

Stephen Glenfield

Stephen Glenfield

Chief Executive Officer
FASEA

Stephen Glenfield is the Chief Executive Officer of FASEA. Stephen has worked in financial services regulation for over three decades, most recently as a general manager within the Australian Prudential Regulation Authority (APRA). As well as his managerial responsibilities, Stephen was Chair of the APRA’s Superannuation Industry Group. He has also worked with the International Organisation of Pension Supervisors, the Victorian Financial Institutions Commission and KPMG.

Stephen holds a Bachelor of Economics from Monash University and is a member of the Chartered Accountants Australia and New Zealand.

Suzanne Mackenzie

Suzanne Mackenzie

Barrister
Bar Chambers

Suzanne is a barrister.  She joined the South Australian independent bar in 2018 following a long career as a commercial solicitor (with the last 17 years as one of the four founding partners of DMAW Lawyers).

Suzanne has developed particular expertise in the fields of superannuation (for both large fund and self-managed superannuation funds), financial services, trusts and taxation.  She is a Chartered Tax Adviser (CTA) and a registered Trust and Estates Practitioner (TEP).

She is a current member (and former Chair) of the Superannuation Committee of the Law Council of Australia and has been a long serving member of the national superannuation technical committee of The Tax Institute (TTI) and also currently sits on the TTI State Council.

Tim Miller

Tim Miller

Education Manager
SuperGuardian

Tim Miller has been working as the Education Manager at SuperGuardian for just over a year and 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 has authored of one of the original subjects of the SMSF Association Graduate Certificate delivered through the University of Adelaide and Kaplan, this subject was also adopted as part of the Chartered Accountants Australia and New Zealand ANZ SMSF specialist program.

Tim is an SMSF Association Specialist Adviser.

Tim Worner

Tim Worner

Partner
Deloitte

Tim has extensive experience in financial services including executive and consulting roles. He was a Principal at Morse Consulting which was acquired by Deloitte in 2016.

Over the past 20 years, Tim has consulted to financial institutions specialising in operationalising strategy. He has helped many businesses with operating model design, service delivery advice and sourcing strategies. He has recent experience working with superannuation funds on member-facing capabilities, including financial advice, member engagement and administration.

Tim holds a Bachelor of Arts in Psychology and  a Post Graduate Diploma in Applied Finance & Investments

Tyneil Flaherty

Tyneil Flaherty

Barrister
Bar Chambers

Tyneil returned to Australia in August 2019 and joined Murray Chambers in October 2019.  Prior to joining the independent Bar, Tyneil ran her own practice from Bogotá, Colombia, after leaving Australia in 2015.  Prior to moving to Colombia, Tyneil had been a Special Counsel with Henry Davis York in Sydney with secondments to ASIC and the CBA, and a Partner of the Minter Ellison Adelaide office.  Tyneil has over 17 years experience in all areas of security enforcement, banking, financial services and insolvency litigation and advisory work and over 10 years experience in white-collar crime and forensic investigation.

Tyneil accepts briefs in all areas except Criminal, Personal Injury and Family Law, however, Tyneil’s focus is on commercial and financial matters which is supported by her Bachelor of Commerce (Accounting) and Masters in Forensic Accounting.