Speaker Profiles

Shirley Schaefer

Shirley is an auditor by training and a SMSF expert by choice. She established a separate Superannuation division at BDO in 1996, recognizing the need to provide high quality technical services to clients with self-managed superannuation funds.

Shirley is a regular speaker at SMSF & Audit conferences. She provides SMSF competency training for accountants and auditors and is the co-author of the Thomson Reuters SMSF Audit Guide.

She is an Accredited Specialist Adviser and Accredited Specialist Auditor of the SMSF Professionals Association of Australia (SMSFA): a Fellow of the Association of Superannuation Funds Australia (ASFA); a Fellow of Chartered Accountants Australia & New Zealand (CAANZ), a Registered Company Auditor and a Registered SMSF Auditor.

 

Mark Ellem

Mark holds the position of Executive Manager, SMSF Technical Services with SuperConcepts, providing technical and compliance support on SMSFs to financial advisors and accountants as well ensuring that SuperConcepts’ leading SMSF administration and compliance platform, SuperMate, is compliant with the latest superannuation and taxation rules.

He has been a member of the IPA since May 1992, being admitted as a Fellow in January 2017. He is also a Registered Tax Agent and an accredited SMSF Specialist Advisor with the Self-Managed Super Fund Association. Prior to his current role with SuperConcepts, Mark spent considerable time in accounting practices and SMSF administration companies, including running his own accountancy practice and SMSF administration and compliance advice company for ten years.

 

Dana Fleming

Dana Fleming joined the ATO in mid-2018 as the Assistant Commissioner, responsible for the self-managed superannuation fund segment.

Dana has over 25 years’ tax experience, both in Australia and overseas, specialising in superannuation and managed funds. Prior to joining the ATO, Dana was a partner at KPMG where she led KPMG’s Asset and Wealth Management tax practice in Australia for four years. Her client portfolio included major industry and retail funds to boutique managed funds. She advised and worked with them on the tax implications of their strategic planning as well as day to day activities.