Here’s some of the great speakers we have lined up for you this year. PLUS we’re excited to have one of Australia’s best stand-up comedians entertain us at the conference dinner – star of the ABC’s Hard Quiz, Tom Gleeson!
Click here to download the full program!
CEO, Class Limited
Kevin Bungard, CEO of Class is a highly regarded industry expert in cloud technology systems, with more than 30 years’ experience developing software solutions and applying technology in the Australian financial services and super administration industries. Kevin joined Class in 2009 as Chief Operating Officer and has overseen the commercialisation and rapid growth of Class Super, the leading cloud-based SMSF administration solution.
Company Director & Investment Professional
Commencing his career as a chartered accountant, Chris entered the funds management industry in 1985. In 1988 he joined Colonial First State where he was CEO from 1990 until 2003. In 2003 he became CEO of the listed Challenger Group. In October 2007 Chris was inducted into the Australian Fund Manager’s RBS Hall of Fame for services to the investment industry. In 2017 he was appointed as an Officer in the General Division of the Order of Australia.
Assistant Commissioner SMSFs, ATO
Dana has over 25 years tax experience, specialising in superannuation and managed investments in Australia and overseas at both KPMG and PwC. For the last 4 years Dana has led KPMG’s Asset & Wealth Management Practice in Australia. Most recently, Dana has joined the ATO as an Assistant Commissioner, leading the SMSF segment where she hopes to make a positive contribution to the public sector and importantly to the community.
Head of Customer, Heffron SMSF Solutions
Meg is a leading SMSF practitioner who has worked in super for over 20 years. She has been a key member of the Technical Services Team at Heffron and specialised exclusively in SMSFs – one of the few actuaries in the country to do so. Meg is frequently asked to participate in consultation forums with industry, Treasury and the ATO via the Superannuation Industry Relationship Network and is well known for her technical expertise and policy contributions.
Industry Leading SMSF Expert, Author and Educator
Grant is the leading self managed super fund author, commentator and presenter in Australia. His latest book, “The Guru’s Guide to SMSFs” has become a best seller and provides strategic insight into SMSF. He did the first ever video on SMSFs in 1994, streamed the first ever internet training video in 1998, created the first ever SMSF specialist adviser course in 2000, and during his career, has presented on SMSFs on more than 1,500 occasions, and to more than 100,000 people.
Head of Financial Literacy & Advocacy, BT Financial Group
Bryan is the Head of Financial Literacy & Advocacy at BT Financial Group, leading a team of professionals committed to supporting the adviser community with technical, regulatory, and policy support. With qualifications in Law, Commerce and Financial Planning, and being a SMSF Association Specialist Advisor, Bryan is a frequent presenter and facilitator at many industry events, and regularly contributes to trade and consumer publications.
Co-founder, SMSF Design & The Strategy Hub
As an accountant & financial adviser, Tracey has been involved in SMSF advice since 2000, and understands the enormous opportunities SMSFs can offer for a sound financial future. Working in the SMSF design business, Tracey and her team have developed practical frameworks and resources & training to assist professional service firms grow their SMSF revenue, and drive deeper engagement with their clients. It is her vision that we can change the retirement future of everyday Australian’s one SMSF at a time.
CEO, Investment Trends
Michael has been CEO of Investment Trends since 2016, after joining its advisory board in 2014. 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.
SMSF Director, H&R Block
Kimberlee has nearly 20 years of experience working within the SMSF industry. A CPA, Registered Tax Agent and SMSF Association Specialist Adviser she spent five years with SuperGuardian as their General Manager. Kimberlee joined H&R Block in 2015 to establish and run a specialist division of the company. The specialist division services H&R Block’s SMSF clients nationally and provides end to end SMSF services on a fixed fee basis.
Senior Consultant and Facilitator, High Tech Soft Touch
Dale is passionate about helping accounting firm principals, partners and managers achieve their goals. Over the past 16 years, Dale has provided consulting and training support to more than 1,300 accounting firms throughout Australia and New Zealand. He provides strategic and operational advice to firms that want to take control of their workflows, employees and client relationships.
CEO and Co-founder, Smarter SMSF
Aaron is the CEO and Co-founder of Smarter SMSF, a business whose purpose is to inspire best practice among SMSF professionals and to enable better retirement outcomes for their clients. Aaron’s expertise in technical SMSF issues sees him being regularly invited to participate in government reviews, such as the Super System Review and more recently the ‘Reinventing the ATO’ program. He is a CPA and SMSF Specialist Advisor and has worked in the SMSF sector for more than 20 years.
Head of Technical Services, Accurium
Melanie’s extensive knowledge and passion for SMSFs and Australia’s retirement system has seen her develop into a thought leader and coveted educator throughout the SMSF industry. She has a passion for educating professionals about retirement and using actuarial techniques to provide retirees with financial security in retirement. Melanie heads up SMSF retirement specialist, Accurium’s Technical Services team delivering content and webinars for their Technical Hub.
Senior Associate, DBA Lawyers
William has worked at leading SMSF law firm DBA Lawyers since March 2015 where his work focuses on superannuation law compliance, succession planning and taxation in an SMSF context. William has also been published in numerous top SMSF publications, including CCH, Taxation in Australia, SMSF Adviser, and LexisNexis publications.
Head of Client Solutions, Macquarie
Rob is Head of Client Solutions for the Macquarie Virtual Adviser Network and Macquarie’s Wealth Intermediary team. Rob has more than 25 years experience in the financial services industry and prior to joining Macquarie, Rob was part of the executive team that ran Genesys Wealth Advisers. As Director of Platforms and Products, he delivered quality solutions to the adviser network, and had executive responsibility for Synergy Capital Management.
Peter is the Head of Education and Technical for the SMSF Association. He trained as a lawyer and worked for 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 means he is in constant demand on the SMSF speaking circuit. Peter is an SMSF Association Specialist Adviser and former Chair and National Board member of the Association.
Founder and CEO, DMY
Daniel is the founder and CEO of DMY. With 20 years accounting experience, Daniel started as a management accountant in the corporate world and then moved into public practice, working with firms across the globe. Daniel frequently presents at CPA events around Australia, and is often quotes in industry media Publications.
Managing Director, OneVue
Connie has an enviable track record of leading teams that deliver. She sits on the OneVue Board and is Managing Director of the OneVue Group. As acting CEO of OneVue, Connie drove the establishment of E*TRADE in Australia. She has also run several large scale projects as a senior executive. She is a founder of Financial Executive Women and in 2015 was an Eastern Finalist for E&Y’s Entrepreneur of the Year. Connie was most recently recognised as one of the ‘30 most influential Women in Business’.
Chair, Institute of Managed Accounts Professionals
Toby is Chair of the Institute of Managed Accounts Professionals, the industry association for advisers using managed accounts, managed account operators and investment managers. Toby has been involved in managed accounts since establishing one of the first managed account providers in 2004. He speaks frequently at industry and public forums about retail financial services.
CEO, Bell Direct
Arnie has been CEO of Bell Direct for over 10 years and in that time has driven the growth of the business through its focus on technology and customer service. Prior to Bell Direct, Arnie was Head of Retail at CommSec, and prior to that was part of the team at Bankers Trust which created and launched the BT Wrap platform.
Director, SMSF Specialist Adviser and Financial Planner, Verante Financial Planning
Liam is a Financial Planner and SMSF Specialist Advisor™ with Verante Financial Planning, and he works on superannuation, estate planning, investment and tax strategies with clients and their families. With 27 years’ experience in Financial Services, Liam has worked in Ireland, UK and the Middle East before moving to Australia in 2001. His experience and knowledge comes from working in banking, insurance, accounting and financial planning firms before starting his own business in 2006. Recently, Liam was and appointed as board member of the SMSF Association.
National Manager SMSF Strategy, BT Financial Group
Neil is the National Manager SMSF Strategy, for BT Financial Group. Neil is acknowledged as an accredited SMSF Specialist Adviser and is the former Chairperson of the South Australian Chapter of the SMSF Association. He has 15 years experience researching, writing and presenting to Financial Advisers and SMSF Trustees on the technical aspects, and unique strategies available to SMSF’s.