
Tax | Super | Financial Services
Institute of Financial Professionals Australia 2025 Conference
Empowering SME Professionals: Solutions and Support for Your Practice’s Success

Institute of Financial Professionals Australia 2025 Conference
The Institute of Financial Professionals Australia warmly invites you to our 2025 Annual Conference, where you can elevate your expertise and enhance your professional toolkit to drive success in a rapidly evolving industry.
Earn 11 CPD Points Across Key Professional Areas
Unlock a comprehensive 11 CPD points by delving into legislated CPD areas including Professionalism and Ethics, Client Care and Practice, Regulatory Compliance and Consumer Protection, Tax Financial Advice, and Technical Competence.
Two Tailored Learning Streams
This year’s conference introduces two distinct learning streams to suit your professional focus. Whether you’re looking to deepen your knowledge in tax, superannuation, or financial planning, or seeking innovative solutions for business growth and marketing, you can customise your learning experience to meet your specific needs.
Flexibility and Added Value
Both in-person and virtual attendees will receive post-event access to recordings of all sessions. This ensures you can secure all 11 CPD points by exploring content from both streams, at your own pace.
More Than Insight: A Roadmap for Success
This conference is more than an educational opportunity; it’s your guide to thriving in the dynamic financial services landscape. Gain actionable strategies from leading industry voices, explore innovations shaping the future, and uncover new ways to adapt and excel in the ever-changing tax, superannuation, and financial planning sectors.
Unmissable Networking Opportunities
Connect with fellow professionals and industry leaders to build meaningful relationships that will support your career and practice growth.
Join us to navigate the challenges and opportunities ahead, equipping your practice with the solutions, knowledge, and connections needed for long-term success.
Early Bird Tickets
SPEAKERS

Joshua Goldsmith
Joshua is a registered tax agent with the Tax Practitioners Board and a qualified lawyer. He has previously worked at Big 4 firms as a Tax Advisor and Tax Lawyer, assisting taxpayers of all sizes with tax advice and revenue authority engagements at all stages. His experience spans dealing with revenue authorities globally.

Dr Michelle Cull
Dr Michelle Cull is an Associate Professor in Accounting & Financial Planning in the School of Business at Western Sydney University. She has taught accounting and financial planning for over 20 years and published numerous peer-reviewed journal articles and textbooks in financial planning. Her work has featured in Money Management, Professional Planner, Money and Life, Sunrise, ABC News, Herald Sun, The Daily Telegraph and on radio. Michelle has also held various leadership roles including as Associate Dean and Director of Academic Program.
Michelle is co-editor of the FAAA’s Financial Planning Research Journal, President Elect for the Academy of Financial Services in the United States, Chair of the Financial Planning Education Council, and on the advisory boards of Ecstra Foundation and Adviser Ratings.
Michelle led the development of the WalletSmart App, co-founded the Western Sydney University Tax Clinic and developed the Personal Finance Basics Micro Credential. She is an FCPA and member of the FAAA. In 2021, Michelle received Western Sydney Women’s Western Sydney Educator of the Year Award.
Prior to becoming a full-time academic, Michelle worked for 15 years in accounting and finance roles at ASX-100 listed companies. Michelle has also worked as a consultant.
Michelle has previously served as Deputy President of CPA Australia’s NSW Divisional Council and currently volunteers as academic member of the UniSuper Consultative Committee, and on the Women’s Committee of Canterbury Bankstown Chamber of Commerce.

George Haramis

Phil Broderick

Neil Brydges

Dan Butler

Stephen Lau

Natasha Panagis
Natasha Panagis is a highly experienced wealth management specialist with deep expertise across a broad spectrum of financial services area, including superannuation, self-managed superannuation funds (SMSFs), retirement planning, taxation, estate planning, insurance, social security, and aged care. With over 20 years in the industry, Natasha has developed a reputation as a trusted adviser and thought leader, delivering strategic insights and practical guidance to financial professionals and their clients.
Her ability to distil and communicate complex financial concepts in a clear, concise, and accessible manner has made her a sought-after commentator in the media. She has been regularly quoted in leading financial publications and frequently presents at industry conferences, professional development programs, and training workshops, where she shares her knowledge with financial planners, accountants, and legal professionals.
Natasha plays an instrumental role in shaping Australia’s financial services industry through her work in policy development and advocacy. She actively engages with Government bodies, regulators, and key industry stakeholders to influence policy settings, legislative changes, and regulatory reforms. Her contributions help ensure that the evolving financial landscape remains conducive to professional practitioners while safeguarding consumer interests.
In addition to her policy and advocacy work, Natasha is a passionate educator, regularly contributing technical articles and thought leadership pieces aimed at enhancing the knowledge and capability of financial professionals. Her dedication to professional excellence and commitment to improving financial literacy make her a valued contributor to the industry.

Paul Mather
Paul Mather is a recognised authority in Fringe Benefits Tax (FBT), Salary Packaging, and Employment Taxes in Australia, with over 25 years of experience advising businesses, government agencies, and industry groups on these complex areas of taxation. His deep expertise and practical approach have made him a trusted advisor, helping organisations navigate compliance requirements, optimise tax outcomes, and implement effective salary packaging strategies.
As the Founder and Director of FBT Solutions, established in 2009, Paul has built a specialist firm dedicated to providing technical support, consulting, and training in FBT and employment taxes. Through his work, he has assisted a diverse range of businesses across multiple industries, from SMEs to large corporates and government entities, ensuring they meet their obligations while maximising efficiency in their tax structures.
Paul is actively involved in shaping tax policy and advocating for improvements in FBT administration and compliance. He was a member of the ATO’s former FBT Working Group until it’s end in 2024. Previously, he was a longstanding member of the ATO’s National Tax Liaison Group (NTLG) Fringe Benefits Tax Subcommittee from 2005 to 2013, contributing to high-level discussions on legislative changes and tax policy.
Prior to founding FBT Solutions, Paul spent a decade at EY, where he worked in the Employment Taxes and Indirect Taxes teams, providing high-level advisory services to some of Australia’s largest businesses. His extensive career also includes commercial roles in Australia and London, where he gained valuable experience in corporate taxation and finance. Additionally, Paul has worked at leading Chartered Accounting firms PKF and BDO in New Zealand, further broadening his expertise in tax advisory and compliance.
With a career spanning the Big Four, commercial finance, and boutique advisory, Paul brings a unique combination of technical proficiency, strategic insight, and real-world business experience. He is a sought-after speaker at industry events, regularly conducts training sessions on FBT and employment taxes, and contributes thought leadership on taxation issues affecting Australian businesses.
Paul remains committed to educating professionals and businesses on the complexities of FBT and salary packaging, ensuring that organisations stay compliant while optimising their tax strategies in an ever-changing regulatory environment.
