VICTORIA CONGRESS 2019 PROGRAM - EVENT PARTNER - Institute of Public Accountants
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PROGRAM
2019
VICTORIA
CONGRESS
28 FEB–01 MARCH
SILVERWATER RESORT, SAN REMO
#IPAVICCONGRESS2019 EVENT PARTNER
IPAACCOUNTANTS
IPAACCOUNTANTS
PUBLICACCOUNTANTS.ORG.AU/VICCONGRESS2019
1
2019 VICTORIA CONGRESS
Welcome to the
2019 Victoria Congress
LOCATION & VENUE CONGRESS STRUCTURE
Silverwater Resort The education program will run over two days – Thursday 28
17 Potters Hill Road, San Remo VIC 3925 February and Friday 1 March 2019. A pre-Congress workshop
Set high on the hills above San Remo, Silverwater Resort is is offered on Wednesday 27 February and a gourmet BBQ
one of Phillip Island’s best on offer for family and corporate buffet dinner will conclude the Congress on the Friday night.
accommodation providing onsite facilities and activities Accompanying partners are encouraged and made welcome.
across seven hectares. Key features of the resort include:
• Panoramic water views PROGRAM
• Heated indoor lap pool and solar-heated freeform The program as set out is considered final. However,
outdoor pool
IPA reserves the right to make any late changes that are
• Spa pool, steam room and gym
necessary or deemed desirable.
• Indoor-outdoor restaurant, bar and guest lounge
Delegates will be notified of any material changes in advance
• Illuminated tennis and basketball courts
wherever possible.
• Bocce court
Stay up to date with the congress developments by visiting
• Resort oval known as the ‘Village Green’
PUBLICACCOUNTANTS.ORG.AU/VICCONGRESS2019
• Arcade games room including table tennis room,
children’s playground and new bouncing pillows.
CPD HOURS
Further details on the rooms and facilities can be found at
Delegates are able to obtain up to 18 CPD hours by attending
SILVERWATERRESORT.COM.AU
the two day Congress. An additional 3.5 CPD hours can be
acquired by attending the pre-Congress workshop.
WI-FI
Complimentary Wi-Fi will be available to all delegates. Login SOCIAL AND RECREATIONAL ACTIVITIES
information will be provided at the venue.
An exciting range of social and recreational activities for all
attendees will complement the core education program and
SOCIAL MEDIA
provide you with ample opportunity to network and further
• Follow us on Twitter your business and personal connections. For an idea of the
TWITTER.COM/IPAACCOUNTANTS local products, attractions, excursions, activities and events,
• Follow us on Facebook please refer to the Visit Phillip Island website:
FACEBOOK.COM/IPAACCOUNTANTS VISITPHILLIPISLAND.COM
• Follow us on Instagram
@IPAACCOUNTANTS CONTACT
• Use the hashtag #IPAVICCONGRESS2019 If you have any questions or concerns at any stage during the
to share your experience at the Victoria Congress. Congress, please contact SARAH COOKE on 0436 455 366
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PROGRAM
THE IPA CONGRESS TEAM
Andrew Colrain Petris Lapis Jon Burns Sarah Cooke
MC MC General Manager Professional Development
VIC/TAS Executive
Audra Duncan Brittany Gerada Shirley Lee
Member Engagement Administration Member Services
Executive Coordinator Coordinator
PRE CONGRESS PROGRAM
WEDNESDAY 27 FEBRUARY - PRE CONGRESS
12.30pm Registration desk opens
1.30pm - PRE-CONGRESS WORKSHOP (3.5 CPD HOURS)
5.00pm Effectively navigating the tax maze of choosing, buying and selling business structures
Peter Adams FIPA FFA, Founder and Managing Director, Augmentors
This intensive practical workshop will provide attendees with a comprehensive insight into the tax benefits, pitfalls and traps
inherent in using a varying array of business vehicles, both in acquiring, setting up and carrying on a business.
(SEPARATE REGISTRATION REQUIRED)
6.30pm CASUAL DINNER (at own expense) in Watermark Restaurant
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2019 VICTORIA CONGRESS
Thursday 28 February 2019
7.00am Breakfast buffet in Watermark Restaurant
7.30am Registration desk opens
8.00am How to thrive in the era of automation
Mark Alexander, Head of Sales, ReceiptBank
Join ReceiptBank’s Head of Sales to learn about how to streamline your pre-accounting processes and take advantage of AI
technology in your practice. At the end of this session, you’ll have a clearer understanding of how to start to digitise parts of your
practice by using technology to create efficiencies for your business.
9.00am Welcome tea & coffee
Hosted by Victoria Division President, Sam Zervides MIPA AFA and Deputy President, Tory O’Brien MIPA AFA
Official opening
9.30am MCs Andrew Colrain FIPA FFA and Petris Lapis FIPA FFA will introduce Board member Timothy Munro FIPA FFA
who will perform the official opening including a video welcome from the CEO, Andrew Conway FIPA FFA
Small business: Big bucks?
Dr Michael Schaper FIPA FFA, CEO, Canberra Business Chamber
9.50am A cold hard look at SME owners and their wealth. Do business owners make much money? If so, what form does their wealth
take? How do they compare to wage slaves? What do they do with it? What are the implications and potential opportunities for
accountants as a result?
10.45am CONCURRENT SESSIONS
A Make co-ownership great again. Legal tips, B Beyond automation: Utilising technology to drive
traps and alarming case studies. practice growth
Scott McKenzie, Director, Velocity Legal Sam Allert, CEO, Reckon
Co-ownership arrangements (and the associated Sam will share key insights from Reckon to keep your practice
legal documents) can create significant headaches for ahead of the curve in terms of efficiency, productivity and delivering
accountants. You will walk away from this session with a value. Gain clarity on what some of Australia’s leading bookkeepers
clear understanding of what you need to look out for and and business advisory firms are doing in the face of increasing
how you can add significant value. automation and learn new ways to create capacity for value add
services and streamline workflow through the latest technology,
automation and best practice processes.
11.45am CONCURRENT SESSIONS
A Tax headwinds coming practitioner’s way: B My client has issues with people and I’m supposed
What you need to know to know how to fix them
Tony Greco FIPA FFA, General Manager, Technical Martin Nally, Director People Solutions, AB Phillips
Policy, IPA & Peter Adams FIPA FFA, Founder and
Managing Director, Augmentors
Advising clients is what you do. But when it comes to people
In this session, Tony and Peter will look at tax mandates matters, they can be complex, emotional and costly issues that
being sought heading into next election; residency reform; are a resource hungry beast. Martin’s session will address how
single touch payroll; updates on Division 7A and black you can assist your clients to deal with a myriad of people issues,
economy; and worrying trends heading practitioners way employment legislation and maintain a professional and lasting
that they need to be aware of. relationship.
12:45pm LUNCH
1.35pm CONCURRENT SESSIONS
A Tax restructuring using CGT rollovers and B How emotions impact your financial decisions
small business CGT concessions Kunaal Parbhoo, Risk Specialist & Harriet Gibb, Private Client
Jacci Mandersloot, Director, MC Tax Advisors Adviser, Shadforth Financial Group
Jacci will take you through why a client may wish to Research shows that there is never a perfect time to start investing;
restructure; how you can adapt a structure that no longer however, by engaging sooner with our finances, we experience
meets their needs using the various CGT rollovers or the better outcomes. This session aims to provide an insight into the
small business CGT concessions; and explore practical value of advice, behavioural coaching and taking ownership of your
case studies. finances at an early stage in life.
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PROGRAM
2.30pm CONCURRENT SESSIONS
A Is 2019 going to be a year of chain B Client engagement processes that keep clients
reactions? Industries to watch. happy and help you work smarter
Ivan Glavas MIPA AFA, Partner, Worrells, Solvency Adrian Shaw, Trainer and Assessor, Monarch Institute
and Forensic Accountants
With the findings of the Royal Commission into Misconduct How do you move a prospect to an ongoing client who is happy with
in the Banking, Superannuation and Financial Services your service and raving about it? Adrian will show you how to design
Industry now being released, it is apparent that the a client engagement process which covers all the compliance areas
repercussions from the inquiry have already started to that you need to cover and focuses on a smooth journey for your
make their way into various sectors of the economy in a new clients. He walks you through how to effectively communicate
big way. In this presentation, we will explore the potential with clients, so that you are able to simplify your to-do lists on a
effects of the inquiry from an insolvency practitioner’s day-to-day basis and create effective outcomes. This is a practical
perspective and in particular some of the major industries process that you can take into your business and implement
that are already showing signs of strain, either directly or straight away.
indirectly.
3.25pm AFTERNOON TEA
3.50pm CONCURRENT SESSIONS
A Gnarly NALI: Non-Arm’s Length Income in B How to be a financial storyteller
SMSFs Mark Holton FIPA FFA , Director, Smithink
Nicholas Ali, Executive Director, SMSFs Technical
Support, SuperConcepts
The ATO has been focusing on related party transactions Today’s accountant or consultant must provide high-level
and Non-Arm’s Length Income (NALI) for some time and business advisory services as well as efficient accounting and tax
the Treasury Laws Amendment (2018 Superannuation management. Learn how to be a proficient storyteller, extracting
Measures No.1) Bill 2018 has been introduced, to extend meaning from and turning numbers into knowledge. Help clients
NALI to include where the SMSF has entered into an understand their financial story, using strategy-based techniques
arrangement where the parties are not dealing at arm’s like the 4 key financial chapters: Profitability; Working capital;
length. This session will examine the NALI provisions Return; and Funding.
as they relate to: related party services or functions Understand your clients Power of One options and see the financial
provided to an SMSF; property, including Limited Recourse impact of key decisions before they make them. Get your firms
Borrowing Arrangements (LRBAs); Income received via business advisory services off the ground and have fun doing it!
trusts; and much, much more!
4.45pm Doing leadership differently: How to best lead your future practice
John Hale, Global Conference Speaker, Hale Consulting Group
To keep growing successfully and sustainably, every practice needs to do leadership differently. John will provide an entertaining,
enlightening and interactive look at dominant instincts that shape leaders; Plato’s three drivers of the human soul; stages of
growth for an accounting practice; the blend of leadership traits and virtues needed at each stage and levels of self-awareness
needed for doing leadership differently.
5.45pm DAY 1 WRAP UP
6.30pm WINE TASTING WITH PHIL MANSER, WINE DIRECT
7.30pm OFFICIAL DINNER
3 course meal with local wines, entertainment and live music
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2019 VICTORIA CONGRESS
Friday 1 March 2019
7.00am Breakfast buffet in Watermark Restaurant
8.00am Registration desk opens
8.45am Day 2 opening
8.50am Better mental health for you, your team and your clients
Petris Lapis FIPA FFA, Director, Petris Lapis Pty Ltd
Journey into mental health, mental illness, its prevalence and impact. Understand the steps to mental health first aid and practice
having the conversation you may need to have. Explore practical steps and mindsets for dealing with the difficult stuff in life.
9.40am CONCURRENT SESSIONS
A Board of Taxation activities update B Tips and tricks to maximize your social media
Dr Mark Pizzacalla FIPA FFA, Partner BDO and marketing
Board Member, Board of Taxation Despina Karatzias, Trainer and Assessor, Monarch Institute
The Board of Taxation has conducted a number of For small businesses these days, it’s almost unacceptable not to
reviews in 2018, some of them ongoing. Dr Mark have a presence on social media. Despina will show you the best
Pizzacalla, a member of the Board of Taxation and Chair practices to help set up your small business so you can connect with
of the working group reviewing the Small Business Tax new clients, build relationships, and communicate with future clients
Concession, will share his thoughts and insights from the to get the most out of your time.
Board’s activities.
10.30am MORNING TEA
11.00am CONCURRENT SESSIONS
A Professional independence: Are you B How to get the best from your accounting staff
swimming between the flags? Jamie Johns FIPA FFA, Mentor, Wize Mentoring and
David Sauer FIPA FFA, Principal, David Sauer Founder and CEO, Sky Accountants
Chartered Accountant
Pssst! Been offered any good inducements lately? We are not in the accounting business, we are in the people business.
Accepted a client’s suggestions on changes to your Jamie will discuss the best people management strategies to run
“independent” report? Assisted an audit client an accounting firm and cover topics such as: capacity planning to
with records or accounts? If your understanding of optimising production; team design and ideal team structuring; and
professional independence is hidden in a darkened leadership to bring it all together.
corner of your memory, David will shine some light on the
main requirements, recent changes and topical cases.
11.50am Economic outlook: The year ahead
Besa Deda, Chief Economist, Bank of Melbourne
Besa will present a view of what the outlook holds for the economy, interest rates and the Australian dollar in the year of a
Federal Election.
12:40pm LUNCH
1.35pm CONCURRENT SESSIONS
A Family trusts and estate planning: What B Unlocking the blockchain revolution: Rethinking
you need to know accountability
Matthew Burgess, Director, View Legal Dr John Vaz, Department of Banking and Finance,
With the increasing level of wealth held in family Monash Business School, Monash University
trusts, it is important for advisers to be aware of John will explore how blockchain will impact business and in particular
succession planning strategies for assets held in a how governance and accountability will be impacted by focussing
trust environment. This session will explain some of the on some potential accounting impacts. The session will provide
most important strategies being implemented to ensure participants with an introduction to distributed ledger technology/
control of family trusts pass as intended. block chain; what it means in practice; and its potential use.
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PROGRAM
2.25pm CONCURRENT SESSIONS
A SMSF transfer balance reporting: Is it B Attracting, managing and retaining staff in a
really TBARmageddon? modern accounting business
Aaron Dunn, CEO, Smarter SMSF Nick Sinclair, Chairman The Outsourced Accountant
The events-based reporting requirements for SMSFs puts Are you focusing on technology and process but forgetting your
a greater focus on how practitioners need to deal with greatest asset, your people? Many accountants are struggling to
the ongoing compliance and strategy considerations for attract, retain and grow the right team members. During this session,
many retirement phase clients. In this session, Aaron you will learn strategies to attract, grow and retain top talent, that
Dunn will explore the transfer balance account reporting can easily be implemented at little to no cost.
(TBAR) requirements; identify key tips and traps around
transfer balance cap reporting; and demonstrate key
strategy considerations that are likely to exist with your
SMSF clients.
3.15pm AFTERNOON TEA
3.45pm CONCURRENT SESSIONS
A Seven things accountancy firms B The secret life of the investment cycle: Learn it,
desperately need but are struggling to know it and use it to your advantage
implement Grant Tenni FIPA FFA, Managing Director,
Timothy Munro FIPA FFA Tenni & Associates Pty Ltd
Hear practical and real solutions to seven of the top The Investment Cycle was taught at University until the 1930’s.
issues accountants face on a daily basis including fixed The Monetarists and the Keynesians convinced the business world
pricing; demonstrating value; targeted marketing and that the world now operated differently, so they should manage the
developing efficient and passionate teams. economy in a new manner. How well did that work out for the world
during the GFC of 2008? How well has this new method gone towards
reducing world debt since the GFC? Grant will explain how you can
better understand the investment cycle and use it to your advantage.
4.35pm Integrative medicine: Why it is the best form of medicine
Prof Avni Sali AM, Founding Director, National Institute of Integrative Medicine
Integrative Medicine brings together the best that all medicine has to offer. An integrative medicine approach offers those with
chronic illness, such as heart disease, cancer, diabetes, etc. the best possible outcomes. Prof Sali will outline the latest research
and advances in integrative medicine which includes mind-body medicine, lifestyle, supplements, plus cutting-edge treatment
options and outline some basic principles you can incorporate into your daily lives to help improve your health and reduce the
risk of chronic disease.
5.30pm PRIZE DRAWS, AWARDS & CONCLUDING REMARKS
6.30pm FAREWELL BBQ BUFFET
Including tasting of local beers and live music.
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2019 VIC CONGRESS
MCs PRESENTERS
Andrew Colrain FIPA FFA Peter Adams FIPA FFA Nicholas Ali
Andrew is a tax lecturer by day, Peter has more than 25 years’ Nicholas has extensive knowledge
entertainer by night, he has been Master experience as a tax practitioner, having and experience having worked as
of Ceremonies at IPA Congresses and worked in senior tax management roles a Financial Planner for 14 years,
other major events since 2003, chalking in the profession with both KPMG and with emphasis on strategic advice to
up over 40 appearances including the PwC as well as in commerce. Peter now Trustees and Members of Self-Managed
head MC at the IPA National Congress focuses on providing tax consulting and Superannuation Funds. He is an SMSF
since 2014. tax training services to the SME market. Association Specialist Adviser and
His knowledge of Australian tax is of is the Executive Manager – SMSF
the highest calibre and he is regularly Technical Support at Super Concepts,
asked to present for professional an AMP-owned SMSF Administrator
associations at conferences and other that provides accounting, compliance
events. and administrative services to
approximately 30,000 Self-Managed
Superannuation Funds. Nicholas
has a Bachelor of Arts, Bachelor of
Commerce, Advanced Diploma of
Petris Lapis FIPA FFA Financial Planning and is currently
studying a Masters in Taxation.
Petris has worked in accounting,
law, academia, banking, business
and training. She has consulted to Mark Alexander
government and industry and published Mark is the Head of Sales for Asia
several books and hundreds of papers. Pacific at ReceiptBank. His team is
She has studied commerce, law, responsible for helping firms across the
coaching, NLP and hypnosis. region adopt the latest cloud practices,
Petris is a rower, a coach and a mum to while saving time and growing their
two teenagers. She loves warm sunny
Sam Allert
firm by streamlining their current
days, great food, laughter, exercise processes. Sam plays an integral role in helping
and moments of calm. She has worked ReceiptBank is revolutionising businesses successfully implement
with Andrew Colrain at the Victoria, bookkeeping for over 25,000+ accounting solutions to improve
Tasmania and National Congresses accountants and bookkeepers globally, processes and efficiencies. As CEO
since 2014. using award winning AI and automation of Reckon, Sam drives a relationship
to unlock the value of bookkeeping and focussed team that works together
real-time accounting. with small businesses and accounting
practices to achieve great results. With
more than 17 years’ experience in the
accounting software industry, Sam
motivates his team and his clients to
embrace technology and challenge
change.
8
PRESENTERS
Matthew Burgess Besa Deda Aaron Dunn
Matthew co-founded specialist firm View Besa has been the Chief Economist of Highly admired amongst his peers,
Legal in 2014, having been a lawyer and the St.George Banking Group, which Aaron’s insights into technical issues
partner of one of Australia’s leading includes St.George, Bank of Melbourne, and the SMSF industry sees him
independent law firms for over 17 years. Bank SA and RAMS since 2008. regularly sought out to participate in
Matthew’s passion is helping clients As the Bank’s economic spokesperson, Government reviews, including the Super
successfully achieve their goals. Matthew Besa is responsible for research on the System Review and more recently the
specialises in tax, estate and succession economy and financial markets. She ‘Reinventing the ATO’ program. Aaron
planning, providing strategic advice to formulates views and forecasts on the is the CEO and Co-founder of Smarter
business owners and high net worth outlook for the economy, interest rates SMSF (formerly known as The SMSF
individuals. He has been recognised and currencies and manages a team of Academy), a business that delivers best
in the ‘Best Lawyers’ list since 2014 economists. practice in training, documents and
in relation to trusts and estates and in support for accountants and financial
Besa has 20 years’ experience in
‘Doyles’ since 2015 in relation to taxation planners. He is the author of the ‘Future
financial markets including her role as
and since 2017 in relation to wills, estates of SMSF report’, which provides insights
Assistant Secretary & Treasurer for
and succession planning. into the way in which practitioners
the Australian Business Economists
operate within the SMSF industry. A
Matthew has been the catalyst for a Association and often appears in the
public practitioner and SMSF Specialist
number of innovative legal solutions media reporting on economic conditions.
Advisor, Aaron has worked within the
for advisers and their clients, including
SMSF sector for more than 20 years.
establishing Australia’s first virtual law
firm.
Harriet Gibb
Harriet joined Shadforth Financial
Group in 2012 and is a Private Client
Adviser in the Melbourne office. She has
specialist knowledge in areas such as
cash flow modelling, wealth creation and
protection, superannuation, retirement
strategies and tax planning.
Harriet holds a Bachelor of Commerce
and Bachelor of Science with majors in
Finance and Psychology from Monash
University. She also holds the Certified
Financial Planner® practitioner
designation, which is the pre-eminent
internationally recognised qualification
of the financial planning profession.
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2019 VICTORIA CONGRESS
PRESENTERS
Ivan Glavas MIPA AFA John Hale Jamie Johns FIPA FFA
Ivan is a member of the IPA and a John speaks at conferences, runs a Jamie is the CEO of Wize Mentoring, a
chartered accountant with over 25 years strategy practice and coaches leaders. network of accounting firm owners with
experience in dealing with corporate John has spoken at thousands of events the desire to grow a more successful and
and personal insolvency related including the Global Speakers Summit. profitable business. Jamie and fellow co-
matters across numerous industries. John’s one on one work with hundreds of founders, Ed Chan and Brenton Ward have
His experience includes managing organisations, including global technology a combined 60+ years of experience in
voluntary administrations and deeds of companies and elite sporting programs, building profitable accounting enterprises
company arrangement, liquidations and allow him to share insights around and have developed a platform of
receiverships, bankruptcy and personal business strategy, leadership, digital actionable, results driven tools that have
insolvency agreements, litigation disruption and human performance. His been tried and tested.
support, fraud investigation and business messages include powerful models, Jamie is also the CEO of Sky Accountants,
reconstruction advice. metaphors from his life and narratives a boutique firm with 20 team members
Ivan is the convenor of the Essendon from many sources. John’s presentations and 3 offices. Sky specialises in working
Discussion Group and is the current IPA are uplifting, memorable and often with clients in the hospitality & tourism
Victoria Member of the Year. redefine the future agenda for an industry industries. They provide virtual CFO
He is a regular presenter for local or business culture. services to gaming venues, clubs, pubs,
discussion groups, industry bodies and bars, cafes, lounges, resorts, motels,
Worrells seminars and conferences. restaurants, hospitality franchisees and
all types of tourism operators. Jamie was
the IPA 2017 National and Victoria Member
of the Year, and Sky Accountants was the
IPA 2016 Victoria Practice of the Year.
Mark Holton FIPA FFA
Mark has more than 35 years’
Tony Greco FIPA FFA experience as an Accountant and Tax
As IPA’s General Manager, Technical Agent in practice. Mark is the Managing
Policy, Tony is the Institute’s Director of Dynamic Taxation and
Training Services and a Director of
representative on a number of peak body Despina Karatzias
forums including Treasury, ATO and Smithink.
the Tax Practitioner Board. He has also Mark is also a respected consultant in Despina’s passions lie in building
recently been appointed to the Board of taxation and business management and confidence in small business owners so
Taxation’s Advisory Panel. has extensive corporate presentation they can take their business to the next
experience in Australia, New Zealand, level using digital marketing. She is
Prior to becoming IPA’s Senior Tax
United Kingdom and North America. the trainer and assessor for the digital
Adviser in 2009, Tony had extensive
marketing courses at Monarch Institute,
experience as a chartered accountant, Mark is a Board member and is
and has developed over 30 online and
tax trainer and consultant before Honorary Treasurer of Ronald
group training programs specialising
becoming the Senior Tax Consultant, McDonald House Westmead and the
in digital, social media marketing, and
then CEO of Taxpayers Australia. Central Coast NSW Community College.
tourism. Despina’s career in the digital
Tony is well-respected in the industry as He is also the Founding Chairman and
marketing industry spans 20 years and
a trainer, presenter and commentator on Director of Finance of the NSW Central
has seen her help small businesses
tax matters. Coast Academy of Sport.
across all sectors.
10PRESENTERS
Jacci Mandersloot Timothy Munro FIPA FFA Kunaal Parbhoo
Jacci has over 25 years of accounting Timothy and his team at CHANGE have Kunaal commenced his financial
and direct tax experience, specialising in been advising clients for over 27 years. services career in the 2006
consulting to privately owned businesses Change’s purpose is to help clients Commonwealth Bank Graduation
and high net worth individuals. Jacci has make smart financial decisions now so Program (Financial Planning) before
previously worked within the tax division that they can have a beautiful financial transitioning to a boutique financial
of a Big 4 firm, and most recently spent future! Using Xero, Change is a 100% planning practice where he developed
13 years in tax consulting at Pitcher cloud firm that embraces new tech his specialist knowledge in risk
Partners before co-founding her own tax to help their clients achieve amazing management solutions. Kunaal is now
advisory practice, MC Tax Advisors. results. Change Accountants has won the Insurance Specialist for Shadforth
Jacci consults on all aspects of income many awards, including being the 2015 Financial Group’s Melbourne office.
tax to a wide range of clients across Xero Australian Partner of the Year, Kunaal holds a Bachelor of Business
retail, manufacturing, property and the IPA 2016 Queensland Practice and (Banking and Finance) with Honours
private investment. Jacci has also been Member of the Year and the IPA 2016 from Monash University and has also
involved in tax education through her National Member of the Year. completed the Advanced Diploma in
membership of various Tax Institute Timothy also founded ChangeGPS, a tech Financial Services.
education and forum committees and company that provides tools, content
regularly presents at conferences and and advice apps for over 180 accounting
discussion groups. firms across Australia. Everything that
ChangeGPS offers comes from the
proven and highly successful track record
of Change Accountants & Advisors.
Dr Mark Pizzacalla FIPA FFA
Mark is a regular expert commentator
and presenter on tax issues and has
Scott McKenzie been recently re-appointed by the
Scott is a Director of Velocity Legal. Federal Government to the Board of
Scott was named as one of the top 30 Taxation for a further 3 year term.
lawyers in Australia (aged 30 or less),
Martin Nally
Mark’s significant business experience
and the winner of the Commercial Martin is Director People Solutions for gives him a strong appreciation of both
Law category at the ‘Lawyers Weekly’ AB Phillips Group and has been a HR the strategic and operational issues
awards in 2018. practitioner for over 35 years. Martin is facing his clients, and provides relevance
Scott’s key areas of expertise a skilled facilitator and presenter with to the technical tax advice he delivers.
include co-ownership agreements, extensive experience in performance
Mark has completed his PhD in relation
transactions and complex contracts. He coaching and working with groups from
to the taxation of SMEs in Australia and
also has a wealth of experience helping all levels of an organisation. He can
is one of the few tax practitioners whose
accountants guide their client through demonstrate the importance of culture,
work has been cited in Australia’s
complex legal situations. values, behaviours and managing people
Parliament.
in achieving excellent organisational
If you are looking for a lawyer who
outcomes. Martin is also a children’s
is focused on quality, service and
book author and avid Melbourne Football
transparency, then Scott is your man.
Club and Wallabies Supporter.
112019 VICTORIA CONGRESS
PRESENTERS
Prof Avni Sali AM David Sauer FIPA FFA Dr Michael Schaper FIPA FFA
Prof Sali is the Founder and Director David is a registered company Michael left the ACCC in 2018 after 10
of the National Institute of Integrative auditor and also trains in financial years as Deputy Chairman. He is now
Medicine (NIIM), and Member of the reporting, audit, governance and ethics. the CEO of the Canberra Business
Scientific Board of the European He worked with large and mid-tier Chamber and currently an IPA Board
Congress for Integrative Medicine. He accounting practices for 11 years before member. Michael’s work has a special
is the former Head of Graduate School establishing his practice. He is a former focus on small business, franchising,
of Integrative Medicine, Swinburne member of the Companies Auditors and industry associations.
University and the University of and Liquidators Disciplinary Board and
A previous president of the Small
Melbourne Dept of Surgery, Heidelberg has worked with clients on effective
Enterprise Association of Australia &
Hospital. Prof Sali has pioneered leading and purposeful compliance and quality
New Zealand, he also served as Small
research and education in the field of control for over 25 years.
Business Commissioner for the Australian
Integrative Medicine, as well as being By working with both directors and Capital Territory (ACT), Chairperson of
a specialist in the clinical treatment of accountants, corporates and not-for- the ACT Small & Micro-Business Advisory
cancer and chronic disease. profits, professional accounting bodies Council, and a Director of the International
He has authored and co-authored three and regulators, David has built an Council for Small Business. In 2009 he
surgical text books and numerous understanding of the multiple players was named the COSBOA ‘National Small
publications in medical journals and in governance that is reflected in his Business Champion’.
media articles and in 2016 honoured practical training.
with an Order of Australia for “significant
service to integrative medicine as an
educator, clinician and researcher, and
to professional education”.
Adrian Shaw
Drawing on nearly 20 years’ experience
in the financial services sector, Adrian
lectures in Investments and Financial
Services at the University of New England
(UNE) and works with businesses to
enhance the way they get things done. As
subject coordinator for UNE, he recently
developed the first Financial Services
Simulator in Australia, and post-graduate
subject offering students practical, real-
world experience. Adrian has also worked
with law firms, financial-service providers,
accountants and bookkeepers helping
them streamline business operations and
improve client experience.
12PRESENTERS
Nick Sinclair Grant Tenni FIPA FFA Dr John Vaz
Nick is the current Chairman of The Grant started his own accounting John is a former senior executive from
Outsourced Accountant, overseeing practice, Tenni & Associates Pty Ltd industry who initially did his business
1,100+ team members spread across the in 1996 and since grown this to 4 staff degree in marketing and accounting and
US, Australia and Philippines. He is one members. subsequently completed an MBA and a
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Grant has been a member of IPA for
Entrepreneurs Organisations, a dynamic, banking and funds management.
over 22 years and is the convenor of the
global network of more than 12,000+ Victoria Division Eastern Accounting John has many years of industry
business owners in 57 countries. Discussion Group. experience in medium and large
enterprises such as Telstra, AWA
Plessey and Ericsson.
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