Taxpayers Australia Limited T/A Institute of Financial Professionals Australia

GOVERNANCE DOCUMENTS

Taxpayers Australia Limited, trading as the Institute of Financial Professionals Australia has governance documents that only members may access:

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MEMBERS OF THE BOARD

Stephen Ware

President and chair

Stephen Ware

B Fin Admin, ICSA Diploma Corporate Management, JP Director and Secretary of Taxpayers Research Foundation Limited (TRFL) and Member of the Research Committee | Executive Director of the Australian Environmental Pest Management Association

Mark Dodds

Treasurer

Mark Dodds

B.Bus (Acct), CPA, CTA, FTPA (TAX), Registered Tax Agent, Financial Planner & Authorised Representative of Count Financial Limited | Director of TAI Practitioners & Advisers Ltd | Director of World Taxpayers Associations | Director of Asia Pacific Taxpayers Union

Kurtis Alaeddin

Kurtis Alaeddin

MCOMM, FIPA, FTPA(Tax), MAICD, B. Bus (Acct), Tax Agent, JP. | Director of TAI Practitioners & Advisors Ltd and Member of the Ethics Committee | Director of The Taxpayers Research Foundation Limited | Member of the Research Committee.

Scott Heathwood

Scott Heathwood

MA, MBA, LLM | Director, Lifestyle Asset Management Pty Ltd | Director Lifestyle Property Wealth Pty Ltd and Lifestyle Tax & Accounting Pty Ltd | Director, Stonewall Capital Pty Ltd | Director, Wealthy & Wise Lifestyle Planning Pty Ltd | Director, Investment Property Warehouse Pty Ltd | Director, Gallipoli Memorial Club

Terry Blenkinsop

Vice-President

Terry Blenkinsop

B.Bus, FCA, CTA, F Fin, CPA, AIMM, FTPA (TAX) Immediate Past Chairman of HLB International – Asia Pacific Region | Director of TAI Practitioners & Advisers Ltd | Chair of Ethics Committee, TAI Practitioners & Advisers Ltd | Director of Tax Australia Pty Ltd

Caroline Banhidy

Caroline Banhidy

BEc (Hon), MBA (Melb), GAIST, MAICD Director of Club Solutions Australia Pty Ltd (T/A Oxil.io) | Non-Executive Director and Deputy Chair of Foresters Financial and Chair of the Risk Committee

Phil Broderick

Phil Broderick

BSc, LLB, MTax, CTA, SMSF Specialist Adviser (SSA) | Principal at Sladen Legal | Member – ATO Superannuation Industry Stewardship Group (SISG) and Superannuation Industry Relationship Network (SIRN)

FURTHER INFORMATION

If you require any further information please contact Corporate Governance Advisors on 0431 677 101 or secretariat@ifpa.com.au