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.
Andy is the Director of Act2 Solutions and the driving force behind most of the software and efficiencies that are at heart of what we do.
Thanks to Andy’s endeavours, Actuarial Certificates for Self-Managed Super Funds can now be delivered extremely quickly, accurately, and in a more cost-effective manner.
He has a varied occupational background, from selling pearls in Broome to teaching Computing and Science at Aquinas College in Perth. Whilst studying Actuarial Science and developing some SMSF based software, Andy secured a position in Hobart in 2004, preparing Actuarial Certificates for SMSFs. In 2010 Andy started Act2 Solutions and hasn’t looked back.
When not in the office, Andy loves to enjoy the great outdoors of Tasmania, through hiking, fishing, golfing and driving
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.
Craig is the head of CFS’s award winning technical services team, FirstTech, and has over 25 years’ experience in the financial services industry.
Craig’s is responsible for delivering high quality technical support to financial advisers and for supporting CFS’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 Masters of Taxation (Financial Planning) and is a Fellow Member of the SMSF Association.
David Goldsmith originally joined Class, developer of Australia's leading Self Managed Super Fund administration software, as a Business Development Manager, in November 2012. David has over 13 years’ accounting industry experience working in both Australia and the United Kingdom. As a qualified Chartered Accountant, David has gained experience across the full accountancy spectrum working for both smaller firms and a ‘Big Four’ practice. This background enables him to develop highly effective and practical strategies to assist accountants, advisers, and administrators in maximising their efficiency and productivity. Over the years David has built extensive relationships with top tier accounting, auditing, SMSF administration and financial planning firms by helping these businesses to embrace and use technology to benefit client outcomes and drive efficiencies.
Most recently, David was Head of Sales for specialist SMSF audit company Evolv Super Audits for 3 years , rejoining Class in January 2023 with deep industry knowledge and expertise.
George has 35 years financial services experience in senior executive roles, managing some of the country's largest and most successful financial advisory business, including; Perpetual Private Clients, Head of Advice & Investments at ANZ Private Bank, Managing Director of RetireInvest, Principal of Mercer Global Consulting and managed Sealcorps advice business Securitor, as well as establishing the Asgard Corporate division. Prior to Co-Founding the Australian Fintech Fiduciary Financial Group Pty Ltd (trading as moneyGPS & accountantsGPS), George established his own advice business and partnered with 35 accounting practices who were all licenced to his AFSL for the deliveryof S MSF Advice.
The innovative accountantsGPS and moneyGPS platforms are designed to offer valuable digitally supported services for accounting firms and their clients covering; strategic analysis and compliance checking, as well as a personal financial advice hubs.
accountantsGPS has developed the first digital platform of its kind in Australia for selfmanaged super funds (SMSFs). As a major feature of its pioneering digital analysis program,In justa fewminutes, the platform can produce a detailed strategic assessment of an SMSF’s financial, compliance & wealth status, via the generation of the platform’s ‘SMSF Check-Up Report’.
The groundbreaking digital advice platform, moneyGPS, supports individual client needs by offering a hybrid digital advice solution.. Thisis achieved bycombining artificial intelligence and human expertise to plot tailored financial roadmaps. This is achieved, by giving users access to an online portal, connecting them to a comprehensive range of digitally supported personalfinancialadvice topics (tobe offeredfor between$90-$180 per topic) as well as access to a select group of specialist financial service providers.
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 application of superannuation and associated tax laws. She is a regular commentator on superannuation issues with mainstream and social media and has authored blogs and articles on superannuation and related issues for many years.
Liz has been heavily 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.
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.
During his 25 years of being self-employed Raymond has dealt with several small, medium and international businesses.
With the progress of developing their business and understanding the highs and lows, Raymond has experienced both extremes of the environment – personally and professionally.
He has worked with business partners, invested, and backed himself in each endeavour. He has the personal understanding of losing everything and having to restart and rebuild from the ground. He has experienced the lows of failure and the highs of success.
These incredible experiences have developed and sharpened Raymond’s determination, willingness and understanding of business success.
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 14th 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 Superannuation ‘Lawyer of the Year’ for 2019 and 2022.
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.
Tanya joined La Trobe Financial in June 2022. Prior to joining La Trobe Financial she worked for Russell Investments as the Head of Distribution and over the course of her 20 plus year career in financial services also included senior roles with APN Property Group, IOOF, Skandia and Rothschild Australia Asset Management.
Tanya is passionate about the financial advice profession and the meaningful difference that the coaching, guidance and interventions can make for an individual or family’s financial security and very much enjoys assisting with portfolio, market and business insights and ideas to help enhance a client value proposition.
A very active and competitive sporting history in Athletics and Netball has now morphed into trying to keep active including snow skiing (much to my knee surgeon’s disappointment), surfing (only when its warm) along with watching and encouraging my children’s participation.
