Q&As

Tracey Scotchbrook on TBAR, Rollovers and the Transfer Balance Cap: the What, When, Why and How

Wednesday November 7, 2018

Tracey Scotchbrook is a SMSF Specialist Advisor and consultant. Early in her accounting career Tracey had the opportunity to work with self managed superannuation funds, setting her on the pathway to specialisation. She is actively involved in the SMSF Association ("SMSFA") and is the former WA Chapter Chair and National Membership Committee Member.
Fr Brian Lucas on Boards and Advisory Councils: Issues and Challenges

Thursday October 4, 2018

Fr Brian Lucas is a priest of the Catholic Archdiocese of Sydney ordained in 1980 after briefly practising law as a solicitor in a commercial practice in Sydney. Since 2016 has is the National Director of Catholic Mission (the Pontifical Mission Societies in Australia).
TBAR, Rollovers and the Transfer Balance Cap: the What, When, Why and How with Craig Stone

Wednesday September 26, 2018

Craig Stone is an Associate in Accounting & Business Advisory services and responsible for the management of superannuation services at Hood Sweeney. With over 16 years' experience, his intimate knowledge of self- managed superannuation funds and their legislative requirements, Craig ensures the professional provision of dedicated services to clients.
Neuropsychology: Utilising a Powerful Tool in Psychiatric Injury with Debbie Anderson

Monday June 18, 2018

Debbie Anderson works exclusively as a clinical neuropsychologist. She trained at the University of Melbourne and has practised in Queensland since completing her course in 1989.
Antony Barrier on Being Tax Ready with Non-Resident Beneficiaries of Family Trusts

Monday June 18, 2018

Antony Barrier has been practising in tax, estate planning, superannuation and commercial law for over 10 years and provides advice in most areas of Australian Federal and State taxation, with a particular interest in international tax.
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"Very informative and provided excellent, ‘real world’ examples of situations."

Delegate - Interactive Will Drafting Workshop, Adelaide, March 2017

 

 

 

 

 

September 2014 , Delegate

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