Thank you to our fantastic Technical Summit 2025 Speakers for sharing their expert
SMSF and superannuation knowledge.
Technical Summit 2025 Speakers
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Bryce Figot
Bryce is also 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.
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Clinton Jackson
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 and is an accredited specialist superannuation adviser with the SMSF Association and member of the Society of Trust and Estate Practitioners.
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Craig Day
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.
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Jemma Sanderson
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 has over 20 years’ experience in developing dynamic and tailored strategies for high net worth clients
Jemma is a regular presenter on superannuation and SMSFs for the various industry bodies across Australia, and is the author of the SMSF Guide published by the Taxation Institute, currently in its ninth edition, and is the author and convener of the Advanced Superannuation module of the Taxation Institute’s Graduate Diploma in Applied Tax Law. At the 2018 SMSF Association National Conference, Jemma was awarded the Chairman’s Award for her contribution to the SMSF Industry.
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Julie Steed
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. She is a regular speaker at industry conferences and training events and is a regular contributor to industry publications.
Julie is a Fellow and accredited SMSF Specialist Advisor™ with the SMSF Association, a Senior Fellow of Finsia and a Fellow of ASFA. Julie was awarded the SMSF Association’s 2020 Chair Award for outstanding contribution to the SMSF industry.
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Keddie Waller
Keddie Waller is a Policy Manager at the SMSF Association. Keddie is highly respected in the financial planning and accounting industries, having spent many years with CPA Australia, including most recently as the Senior Manager for Public Practice, Financial Planning & Ethics Policy.
Waller, has a Master of Financial Planning from Deakin University and a Diploma in Financial Planning from the Financial Advice Association Australia, brings a wealth of experience as a seasoned policy manager and accomplished submission writer to the Association.
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Kimberley Martin
Kimberley Martin B.A. LL.B. (Hons), LL.M, TEP, is the director and business owner of WMM Law in Hobart, Tasmania. She specialises in estate planning, tax law, business succession, trusts, and superannuation law, with a focus on complex, international, and high net worth estate planning.
Kimberley holds a Master of Laws (LL.M) in Wills & Estates and is recognised for her influential role in the legal profession at the state, national, and international levels. Her contributions through committee work, publications, and media engagements have earned her international recognition. Her work has been published in 56 countries and featured on platforms such as ABC’s 7:30 program, The Age, and the Sydney Morning Herald. Additionally, she has been published in renowned legal journals, including the Global STEP Journal and the American Bar Association Magazine.
Kimberley serves as Chair of The Law Society of Tasmania’s Estate & Succession Committee, where she actively advocates for policy and procedural reforms impacting estate practitioners both in Tasmania and nationwide.
Within the Society of Trust and Estate Practitioners (STEP), Kimberley holds several key roles, including Secretary of the STEP Victoria-Tasmania Branch, Chair of the STEP Australia Excellence Awards Committee, and member of the STEP Australia Newsletter Committee. She was a founding member of the STEP Digital Asset Special Interest Group Steering Committee, serving for over 10 years. In 2018, she received an award at the prestigious STEP Private Client Awards in London.
In addition to her legal career, Kimberley has made significant contributions to the not-for-profit sector, notably serving five years as Chair of the Board of Montagu Community Living, a charity that provides support to individuals living with disabilities.
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Leigh Mansell
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.
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Louise Biti
Louise is the co-founder and Director of Aged Care Steps, the leader in aged care financial advice and empowering financial advisers to deliver expert advice on aged care.
As a thought leader and one of the foremost experts in the field, Louise has spent almost 30 years analysing legislation and simplifying technical strategies for advisers and their clients, with a skill for making complex aged care issues more accessible.
With extensive industry experience, Louise has served as a director on the FAAA (formerly FPA) and SMSF Association Boards and was a member of the Aged Care Financing Authority, a former government statutory body.
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Neal Dallas
Neal Dallas is a Director at BusinessDEPOT Legal in the firm’s Wealth Advisory Division. With particular expertise in superannuation, tax planning, estate planning, and asset protection, Neal provides valuable support to advisors and their clients. He is recognised in the 2025 edition of Best Lawyers in Australia in the areas of Superannuation Law, Tax Law, Trusts and Estates, and Wealth Management/Succession Planning. In 2023, Neal became a Fellow Member of the SMSF Association.
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Peter Bobbin
Peter Bobbin is a leading legal veteran in superannuation, trusts, taxation and estate planning. In his 40 year-plus advising career he has not only seen and advised on all issues in superannuation, he was there when modern superannuation was born and also at every change; he is that old!
A big believer in giving back to the community, Peter is an often requested speaker for many professional associations.
In 2015, Peter was honoured by the Tax Institute as the Tax Advisor of the Year (SME) and is a past Australian Chair of the Society of Trust and Estate Practitioners. As a former university lecturer and accountant, Peter claims that he can speak both accountant’ease and legal’ease.
Outside of work, Peter is an enthusiastic cyclist with three great loves; good food, good wine and one other.
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Peter Burgess
Peter Burgess is the Chief Executive Officer of the SMSF Association. Prior to his appointment as CEO, Peter held the position of Deputy CEO / Director of Policy & Education with the Association and is a previous Association Board member.
With over 30 years of industry experience Peter is recognised as an authority in SMSF matters and Government policy design. He is a widely published author and media commentator on SMSFs and is regularly sought for comment on the latest policy and sector developments. 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. In June 2021, Peter achieved Fellow Member status with the SMSF Association, recognising his significant commitment, leadership and contribution to both the Association and the SMSF sector.
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Shelley Banton
Shelley is an accredited SMSF specialist auditor and advisor with over 15 years of experience in the superannuation industry. She is recognised Australia-wide as an expert on SMSF compliance, providing clients with high-level strategic and technical advice.
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 specialises in delivering quality SMSF training and education to the private and public sectors; she is a regular presenter at peak industry SMSF conferences and is a well-known author and sought-after industry commentator.
In 2022, Shelley was awarded the SMSF Association’s Chairman’s Award, recognising her outstanding contribution to the SMSF sector.
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Victoria Mercer
As an accountant, Tracey has been involved in the SMSF space since 1999. She is passionate about the difference that SMSFs can have in providing a sound financial future for everyday Australians.
The passion for helping everyday Australians – particularly family businesses – has led Tracey to work not only directly with clients, but also with other accountants and financial advisers around the country to help them be able to provide more strategic and relevant advice to their clients.
In 2012, The Strategy Hub (previously known as SMSF Design) was established to help build and provide tools, resources and training to accountants, financial advisers, lawyers, credit advisers and other professionals involved with SMSFs. In the last 13 years, Tracey has delivered hundreds of presentations both face-to-face and online, including SMSF Roadshows and Mastermind events. She has spoken at many industry events for the likes of CAANZ, Count Wealth Accountants, NAB, IPA, Benchmark Media (selfmanagedsuper) etc. Her current role at The Strategy Hub is to build a SMSF Trustee/Member education portal “mySMSFjourney”. This resource will support accountants and advisers in educating their clients with a view to Inspire, Educate and Empower SMSF members to make the best decisions for them.
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Victoria Mercer
Victoria Mercer is an Associate Lawyer in the Wealth Advisory Division at BusinessDEPOT (Legal), specialising in complex estate planning, self-managed superannuation, and strategic tax planning. Her practice focuses on serving high net worth individuals, business owners and blended families. Victoria distinguished herself academically by earning the title of Dux in her Advanced Superannuation during her Graduate Diploma of Applied Tax at the Tax Institute in 2023. In 2022, Victoria was nominated as a ‘Rising Star’ in the Queensland Wills and Estates Law category for the leading industry publication Doyle’s Guide and regularly presents at industry conference including the SMSF Association, Legalwise and The Tax Institute. As a trusted advisor, Victoria relishes the opportunity to tackle complex family dynamics and structures, helping families transition their wealth to the next generation.
“Absolutely top notch event, with top line speakers and terrific content.”
“This was my first Technical Day and I found it absolutely fantastic. The speakers kept me engaged all day and I left having learnt a lot.”