Speakers

Knowledge Test

Knowledge Topics

Speakers

John Maroney, CEO, SMSF Association
John has worked in the financial services industry for over 30 years and was recognised as a leader in Australia’s Financial Services sector before his appointment to the International Association of Insurance Supervisors in 2009. Most of John’s experience in Australia has been in the superannuation or insurance sectors and managing professional and industry associations. He is passionate about helping all Australians to 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 is thrilled to have been selected as the CEO of the SMSF Association and to now have the opportunity to boost the Association’s recognition as the peak professional body and its representation of the more than one million SMSF trustees. John’s experience includes extensive senior management 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.
Peter Hogan, Head of Education and Technical, SMSF Association
Peter Hogan is the SMSF Association's Head of Education and Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in 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, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Advisor and former Chair and National Board member of the Association.
Chris Andrews, Chief Investment Officer, La Trobe Financial
Chris Andrews is Senior Vice President and Chief Investment Officer
for the La Trobe Financial Group and has responsibility for the
La Trobe Financial Australian Credit Fund.
Chris joined La Trobe Financial in 2006 from Minter Ellison Lawyers,
where he worked as a solicitor for six years with a broad focus on
litigation and corporate advice work. Chris was Senior Legal Counsel
for the La Trobe Financial Group between 2006 and 2009, before
taking up his current position. Chris is a regular and sought-after commentator on economics, investment and finance with a particular focus on the senior property debt asset class. He has also conducted numerous presentations on property debt and has written articles in various publications including Asian Banking and Finance and Money
Matters. Chris holds degrees in Law (Honours) and Commerce.
He is a member of La Trobe Financial’s Markets, Funding & Rates (MFR) and is a member of the Remuneration and Finance Committee(RFC).
Karen Dezdjek, Director - SMSF, Prime SMSF Solution
As a Director in Prime’s Wealth Management & Superannuation division, Karen is responsible for contributing to the growth and development of this division in particular the SMSF business. Karen is responsible for all aspects of new SMSF business partnerships from handling new business enquiries, presenting at industry events and seminars through to the preparation and delivery of strategic SMSF advice for new partnerships and managing the SMSF team. Karen is a certified practicing accountant, an SMSF Specialist Adviser (SSA), has completed the certificate in Self Managed Superannuation through the University of Adelaide and has completed the RG146 qualification. Karen has over 20 years experience in the accounting industry enjoying the past 10 years specialising in self managed superannuation. Karen has in-depth experience in dealing with a spectrum of clients and advisory firms in relation to their specific superannuation administration and compliance requirements. She is a highly regarded and sought after speaker and regularly presents seminars across the country.
Dana Fleming, Assistant Commissioner - SMSF Segment, Australian Taxation Office

Dana has over 25 years tax experience, specialising in superannuation and managed investments both in Australia and overseas at both KPMG and PwC.  For the last 4 years Dana has led KPMG's Asset & Wealth Mangement Practice in Australia.  Her client portfolio included major industry funds and both major retail and managed funds.  She advised and worked with them on the tax implications of their strategic planning as well as day to day activities, assisting with tax compliance, dealing with the impact of changing legislation on their systems and products, strategic product development, mergers and unit pricing. Most recently, Dana has joined the ATO as an Assistant Commisioner, leading the SMSF segment where she hopes to make a positive contribution to the public sector and importantly to the community.

Craig Meldrum, Head of Technical, InFocus

Craig is the Head of Technical Services at Infocus. Craig is qualified in business with specialist expertise in taxation and superannuation. His qualifications include a Masters in Taxation (UNSW), a Bachelor of Business (Monash University) and a Graduate Diploma in Financial Planning (Deakin University). He is a Registered Tax Agent and a Chartered Tax Advisor (CTA) with the Tax Institute, a Senior Fellow of FINSIA, a Fellow of the FPA and a SMSF Specialist Advisor of the SMSFA. Craig has over 30 years’ experience in banking and financial services and over the last 15 years has combined senior management duties with technical services to provide accountants, financial planners and risk specialists with strategy, research, compliance and technical guidance on all aspects of wealth accumulation, tax management, business structuring, personal and business estate planning, superannuation and retirement planning, social security and aged care. He is a strong advocate of professionalism and higher education standards in financial planning and sits on various committees and working groups that support that drive including the Board Policy and Regulation Committee of the FPA and the Education Committee of the SMSFA and has contributed to various committees and working groups of the FSC, ANZIIF, the AFA and FINSIA. He has authored many research papers and is on the Editorial Panel for the LexisNexis Australian Tax Law Bulletin. He is regularly quoted in the media and has presented to audiences around Australia and overseas on various issues impacting the financial advisory profession, particularly technical services and strategy, advice professionalism and legislative change.

Ross Victor, Head of Distribution, Charter Hall
Ross Victor is the Head of Distribution for Charter Hall Group and has over 30 years experience in the financial services industry in Australia and New Zealand including distribution management, development of Financial Advisers, implementation of strategic projects and key operational roles. Ross is a member of the Financial Planning Association, has a Diploma of Financial Services (FP) and a Graduate Certificate of Management (AGSM). Prior to joining Charter Hall, Ross was an Associate Director of Macquarie Group and previous to that he was employed with AMP and Hillross Financial Services.
 Pat Garrett, Chief Executive Officer, Six Park
Pat is the Six Park Chief Executive Officer. He co-founded Six Park in 2014 after a 25-year career in the financial services industry. From 1990 to 2005, Pat worked at JP Morgan in New York, San Francisco, and Melbourne (Australia). Since 2005, Pat has worked at Georgica Associates, a private investment management firm based in Melbourne. At both JP Morgan and Georgica Associates, Pat was involved with managing the global private equity investment portfolio and had specific responsibilities for investment strategy and portfolio management and reporting.
Stuart Magrath, Senior Director Head of Channel Management Australian & New Zealand, S&P Dow Jones Indices
Stuart Magrath is Senior Director, Head of Channel Management, Australia and New Zealand at S&P Dow Jones Indices. He focuses on the current and future financial aspects of the accumulation and draw-down phases of the retirement community of both countries. As part of Stuart's responsibilities he services the needs of different influencers including financial advisers, accountants and self-managed superannuation fund members. Stuart’s career has encompassed roles in marketing, e-commerce and customer experience design in addition to direct, and intermediated, distribution experience across a diverse range of industries including telecommunications, financial services, media and print publishing. Stuart started his career with KPMG in their Tax Advisory business in Sydney followed by a number of roles in publishing, both traditional and online, including with the Sydney Futures Exchange prior to its merger with the ASX.In 2001, Stuart made the move into retail financial services, initially with MLC, part of the National Australia Bank Group, followed by roles with ING Australia (now OnePath), part of the ANZ Banking Group, AMP, Australia’s largest retail superannuation provider, and most recently with Suncorp Group, leading the Superannuation Distribution function through Suncorp Bank branches, as well as self-employed and aligned financial advisers. Additionally, he held relationship responsibility for corporate superannuation plans. Stuart is a graduate of the University of NSW, Sydney, with bachelor degrees in both Commerce (Accounting) and Law. Stuart is also a graduate of the Australian Institute of Company Directors.
Emma Kirk, Key Account Manager - Listed Funds, Magellan Asset Management
Emma is the Key Account Manager for Magellan’s Listed Funds. Prior to Magellan, Emma worked in wealth management at ANZ, focusing on advice remediation and governance programs. Emma was also a member of the leadership team at Asgard Wealth Solutions and BT Financial Group where she was responsible for licensee growth initiatives and diversifying revenue streams. She commenced her career in financial services in 1995 and has held business development and advice specialist roles at AMP Financial Services.
Emma holds a Bachelor of Business (Banking and Finance) from the QUT, a Diploma of Financial Services from Deakin University and a Green Belt certification in Lean Six Sigma from the Australian Graduate School of Management.
Hugh MacNally B.A., ASIA, F Fin, OPM (Harvard) - Executive Chairman, Private Portfolio Managers
Hugh MacNally is a Director and the founder of PPM. He has been a full time executive of PPM since 1995 and is responsible for management of portfolios and the analysis of investment opportunities. Prior to founding PPM, Hugh was the Investment Manager at Permanent Trustee Company, where he had responsibility for the management of a large number of portfolios on behalf of estates, individuals and charities, totaling $900 million. Prior to joining Permanent Trustees, Hugh was an analyst and later investment manager at APA Assurance covering Australian and New Zealand equities. Hugh commenced his career in 1984 and has completed the OPM management course at Harvard Business School.
Chris Perry, Director - Investor Sales, DHA
As the Director Investor Sales for DHA, Chris’ team are responsible for the sale of properties through DHA’s property investment program. Each year approximately 600 properties with long term lease agreements are sold through this program to individual investors. Over the last 3 years this has included the sale of properties to over 200 SMSFs.

Event sponsors:

Cancellation/refund policy:
Individual registration cancellations received in writing by 5pm 14 business days prior to the event will be eligible for a refund less a 25% administration fee. Any registration cancellations received after this date will be issued with a credit note less the applicable administration fee to be used towards any other trustee events run by the SMSF Association and not applied to membership fees. Attendee substitutions to another person can be made until the event commences. This may be subject to a price adjustment if applicable. All cancellations and substitutions must be made in writing to [email protected]
Membership bundle only available for a limited time to new members of the Trustee Knowledge Centre. This bundle only entitles 1 x complimentary ticket. Any additional tickets can be purchased at the member rate, in a separate transaction, once membership is processed.
2018-09-20T05:07:32+00:00