Special Tax & Superannuation Topics 2023-24 Series

To ensure that the Special Tax & Superannuation Topics capture all of the key issues and changes in the tax and SMSF landscape, our full program will be released sequentially throughout the year.

Please find below the topic details for this series:

This series is presented by our Senior Tax & Superannuation trainers: 
 

Peter McGinty, Senior Tax and Superannuation Trainer, CA ANZ  

Peter has degrees in commerce and law from the University of Melbourne. He has more than 30 years’ experience in a chartered practice that focused on tax issues affecting family businesses, small and medium enterprises and high net worth individuals. Peter is an experienced tax trainer and is well regarded for his practical approach to staff training.  
 

James McPhedran, Senior Tax and Superannuation Trainer, CA ANZ  

James has 18 years’ experience in the industry, including roles at the Big Four accounting firms and advisory roles at mid-tier firms. He has been an educator with Chartered Accountants ANZ for 9 years. His advanced knowledge of taxation and superannuation has allowed him to focus on small to medium enterprises and high net worth individuals. James holds a bachelor’s degree in law and economics from the University of Queensland and a Master of Taxation from the University of Sydney  

Lydia Kovacevich, Senior Tax and Superannuation Trainer, CA ANZ  

Lydia has over 20 years’ experience in the tax and accounting industry working for, at various times, a ‘big four’ accounting firm, a second-tier firm, a global oil and gas service company, a tax training organisation and the Australian Taxation Office. During this time Lydia acquired extensive experience in tax and accounting matters relevant to various types of entities and industries and gained a wealth of experience in writing about tax. Lydia has a strong analytical and technical ability and is very passionate about tax education. 

Bruce Thomas, Senior Tax and Superannuation Trainer, CA ANZ  

Bruce Thomas Senior Tax and Superannuation Trainer Bruce has written and presented training on a wide range of topics, including the tax aspects of real estate transactions, fringe benefits tax (FBT) and salary packaging. Bruce was previously a tax manager with William Buck Chartered Accountants where he advised clients on the application of the goods and services tax, FBT and other government charges. He worked for the Australian Taxation Office for 17 years, including as a senior officer dealing with technical issues involving the GST.