Within the financial services industry, people look to Aaron to learn more about self-managed super and the growth of the sector. Highly admired amongst his peers, Aaron’s insights into technical issues and the SMSF industry sees him regularly sort out to participate in Government reviews, including the Super System Review and more recently the ‘Reinventing the ATO’ program. Aaron is the CEO and Co-founder of Smarter SMSF, a business that provides training, documents and support for accountants and financial planners to equip them to be at the top of their game. He is also the author of the Future of SMSF report which provides insights into how practitioners are helping to shape a smarter SMSF future. Aaron is a CPA and SMSF Specialist Advisor, having worked within the SMSF sector for more than 20 years. When he's not busy with his work, Aaron is a sports nut, in particular AFL football (Essendon) and athletics, where he was previously a nationally ranked high jumper having set a personal best jump of 2.14m.
Shelley is a highly regarded SMSF specialist auditor and advisor with over 15 years of experience in the superannuation industry. Her expertise in SMSF compliance is recognised across Australia, providing clients with strategic and technical advice of the highest calibre.
Shelley actively contributes to the industry as a committee member of the ATO SMSF Auditor Professional Stakeholders' Group, a member of the SMSF Association National Conference Committee, and as Chair of the SMSF Association Audit Discussion Group.
She is renowned for delivering exceptional SMSF training and educational programs to both private and public sectors. As a regular presenter at leading industry conferences, Shelley has established herself as a respected author and sought-after commentator within the SMSF industry.
In recognition of her significant contributions to the SMSF sector, Shelley received the SMSF Association's Chairman's Award in 2022, highlighting her dedication and impact on the industry.
I am a Financial Planner and Fellow SMSF Specialist Adviser™ FSSA™ at Sonas Wealth. I am serious about educating clients to take back control of their finances and write an educational blog called The SMSF Coach and run the Facebook “SMSF Coaching & Strategies Forum” with over 7,100 members. I was a Board of Director of the SMSF Association from 2018-2024 and remain the Chair of the National Membership Committee. I write and speak on superannuation, retirement and small business with an added focus now on intergenerational wealth transfer. I was the winner of SMSF Adviser of the Year NSW - 2017 and 2018. Winner of the IFA Excellence Awards - SMSF Adviser of the Year 2021 and 2024 and Finalist 2022 & 2023. I work with people who are engaged and determined to be self-funded in retirement, but we know the safety net strategies as well. We believe in using the tax, super and legal systems to maximise your wealth and ensure you are structured to make the most of all opportunities. Investments often come last in such planning, but we believe in a diversified asset allocation and taking the stress out of investing by having clear long-term goals driving our investment decisions. We hope to add the "sleep factor", where you can rest easy at night knowing exactly how your lifestyle will be funded in future years.
Liz Westover is a Partner and the National SMSF Leader at Deloitte. She is responsible for the firm’s SMSF service offering providing compliance and advisory services to the firm’s clients.
Liz has extensive experience in superannuation and has strong capabilities on the technical and practical application of superannuation and associated tax laws. She is a regular commentator on superannuation and self-managed super funds (SMSFs) having presented and authored articles on these and related issues for many years.
Liz has been involved in superannuation policy development and advocacy, regularly liaising and consulting with Government, regulators and stakeholders on technical, legislative and policy matters.
She is a Fellow of The Tax Institute, Fellow Chartered Accountant, CA SMSF specialist and holds a Master of Legal Studies from the University of New South Wales and a Bachelor of Business from the University of South Australia.
Phil is a principal of Sladen Legal and heads its superannuation team. He is member of a number of superannuation related committees, including being a member and the former chair of The Tax Institute’s superannuation committee and director and chair of the Institute of Financial Professionals Australia superannuation technical and policy committee.
He is also a member of the ATO’s the Superannuation Industry Stewardship Group. 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 to 2026 Best Lawyers Australia for superannuation law and in 2026 for tax law, was recommended in Doyles leading Victorian tax lawyers for 2021 and 2023 and was the winner of the SMSF Association’s SMSF Specialist Advisor (SSA) Top Achiever Award in 2019.
