Closing the story book – Panel discussion podcast

Daniel Butler CTA

Daniel is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the Tax Institute’s National Superannuation Committee and is involved with a number of other tax and SMSF committees and discussion groups. Dan also presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor. - Current at 06 January 2021

Clifford Lake CTA

Trevor is a Director of the Business Advisory division of RSM Australia in Geraldton. Trevor joined RSM in Geraldton as a client manager in 2006 and became a partner in January 2014. He commenced his career with PriceWaterhouse Coopers in South Africa in 1995 working in their Assurance & Advisory division. Trevor is a Chartered Accountant and SMSF Specialist Advisor. Trevor is a member of The Tax Institute and qualified as a CTA. Trevor has experience is SME which includes all types of different businesses including agricultural clients. Trevor is active on boards within the local community, currently serving as the president of the Geraldton Club. - Current at 29 June 2020

Leanne Connor CTA

Leanne is a Director of WGC Business Advisors, a chartered accountancy firm specialising in taxation and strategic advice to SMEs and high net worth individuals. Leanne has over 30 years experience providing accounting, business advisory, strategic superannuation and taxation services. Leanne’s areas of expertise include tax and superannuation planning, business restructuring and understanding the fundamental issues relating to SMSFs, family trusts and private companies. Leanne is a member and past chair of The Tax Institute’s Victorian State Council & PD Committee. She is a regular presenter for The Tax Institute and winner of the 2020 SME Tax Adviser of the Year Award. - Current at 29 June 2020