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Meet the team

Friday 25 January, 2008

Taxpayers Australia and Superannuation Australia are fortunate to have a highly skilled, enthusiastic team. As a small multi-skilled organisation, our staff often wear many hats; but are listed according to their primary area of expertise.

Chief Executive Officer

Barbara Crook
Barbara has broad experience gained in various senior executive roles, including CEO, Hunt & Hunt; Executive General Manager Operations, Allens Arthur Robinson; and General Manager, Operations, Smorgon Arc. She has also worked for Australian Defence Industries, Country Road, Morgan & Banks and Uncle Ben’s of Australia.In 1996 she completed an executive MBA from AGSM, University of NSW and prior to that obtained a Diploma and a Bachelor of Education as well as post-graduate studies in Computer Science.

Barbara is a member of three boards; Advisory Board of Monash Institute of Medical Research, Foundation Board and Dean’s Advisory Board of Monash Medicine, Nursing and Health Sciences.

Tax Consultants

Heather Schache
Heather oversees the technical team.

Heather has in excess of 10 years’ tax experience in chartered accounting, including more than six years in corporate tax at Ernst and Young. More recently Heather was the Group Tax Manager of a large multinational company listed on the Australian Securities Exchange.

Heather has a Bachelor of Business, a Masters of Taxation and is a Chartered Accountant. Her areas of expertise are predominantly in international and corporate taxation.

 
Jacqueline Hodges
Jacqueline is a tax expert covering a broad range of subjects including Trusts, Capital gains tax and Superannuation.
 

Audrey Teoh
Audreys' particular area of expertise include individuals' income and deductions, rental properties, personal service income, special professional income, individual tax offsets, CGT small business concessions, GST and tax administration. 

Audrey

Weiran Wang
Weiran has degrees in Accounting, as well as Media and Communications and has previously worked for a Chartered Accounting firm.

Wirran

Evan Lancaster
Evan will be very well known to many members using our members' telephone helpline service.
He also runs a popular tax discussion group for members each month at our headquarters in Melbourne and also contributes to the Taxpayer Journal and Tax Summary.

 

 
Photo - Evan Lancaster

Superannuation consultants


Michael Perry F Fin
Michael's interests include superannuation and retirement planning.
For much of the previous decade he has run a consultancy assisting clients with strategic wealth management and investment planning matters.
He has provided services for superannuation and retirement income modelling and brings a range of business skills gained through a number of years of experience in various corporate roles.

 

 
Photo - Michael Perry ASIA
Graeme Evans CA, F Fin

Graeme is both a qualified accountant and financial planner and brings to the Association a detailed knowledge in superannuation and related matters.

 

Photo - Graeme Evans CA, ASIA

Marketing

Berith Ostrom
Berith Ostrom is our Marketing Manager and responsible for all marketing, promotional and publishing activities of the Association.

Berith has held various managerial positions in large corporations such as Thomson, Rural Press and Anstat, and has also worked for smaller companies such as Wilkinson Publishing, Edsoft and Coretext ­in the publishing and/or educational sector.

Photo - Berith Ostrom

Publishing

Steve Brendish
Steve is the Publishing Manager for all of our in-house publications and also manages the website.

Steve pic
Leonnie Gleeson 
Together with Steve, Leonnie is responsible for Taxpayers printed publications.

 

Photo - Leonnie Gleeson

Membership services

Sandra O'Hara
Sandra assists in the smooth running of the organisation, her main task being the coordination and promotion of our seminar programme.
She also plays a vital role in dealing with administration and membership queries.


Photo - Sandra O'Hara
Ann Palmer
Ann is involved in the general office and is one of a team who answers members telephone calls, deals with account
queries and processes membership payments.
She also follows up on unfinancial members and deals with our external products, including Trust Deeds.

 

Photo - Ann Palmer
Margaret Bethel
Margaret is involved in the general office. She answers members phone calls and enquiries, processes membership payments and keeps members details up to date. All of the orders for our various products for both Taxpayers Australia and DIY Superannuation are overseen by Margaret.
Photo - Margaret  Bethel
Jane Abbey
Jane answers members phone calls and enquiries, processes
membership payments and keeps members details up to date.
She also deals with our external products, including Trust Deeds.

 

Photo - Margaret  Bethel

Administration

Andrew Kendt CPA
Andrew is Finance Executive & Systems support for the Association. He produces all the Association's financial reports
and maintains our membership database.

 

Photo - Andrew Kendt
Carolyn Holmes
Carolyn handles all our invoicing and bill payments as well as a myriad of other tasks that keep the office running smoothly.

 

Photo - Carolyn Holmes
Jan Richards
Jan Richards is Assistant to the National Board of Taxpayers Australia and its subcommittees. She also coordinates the Taxpayers annual conference and the tertiary institution academic prize program.

 

Photo - Jan Richards
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