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Contact David Moss

Accountants Services Director

Merit Wealth

 

Direct: 0422 849 671

Office: 1300 785 611

Email:  david.moss@meritwealth.com.au

David is a real superannuation/SMSF legislation and superannuation strategies expert. He is one of the most popular public speakers and trainers in the superannuation industry and is engaged by Professional Bodies and accounting and financial services firms to present to thousands of accountants each year.

David has long standing relationships with the leaders of Professional Bodies and Government Regulators in the accounting and financial services industries and is utilised by an Accounting Industry Body to represent them in dealings with the Australian Taxation Office and Treasury. 

 

He has worked as the Head of Superannuation Consulting and Compliance with a mid-tier firm. Prior to that he was working as Superannuation Director in a Big 4 firm, where he had been for 7.5 years.

 

David has built a reputation for his ability to take this expert knowledge and explain it in a straightforward way. He is recognised and trusted as a superannuation authority by accountants around Australia.

Experience & Qualifications:

  • Treasury Representative for Institute of Public Accountants, AFSL Working Group

  • ATO Representative for Institute of Public Accountants, ATO National Tax Liaison Group (NTLG) Superannuation Technical Group, ATO Superannuation Consultative Committee (SCC), ATO SCC SMSF Approved Auditors Working Group

  • President & Representative, NSW Divisional Council, Institute of Public Accountants

  • Superannuation Representative, Institute of Public Accountants - Financial Services Faculty

  • Director, Accountable Financial Group

  • Partner/Director and Head of Superannuation, William Buck NSW

  • Director of Superannuation, Deloitte

  • Trustee/Director, Deloitte Super Fund

  • Fellow, Institute of Public Accountants

  • Member, SMSF Association

  • ASIC Regulatory Guide 146 qualified in the specialisations of superannuation, life insurance, managed investments, securities, derivatives and financial planning

  • Masters of Commerce, Specialisation in Business Law, University of NSW

  • Bachelor of Economics, Sub-major in Finance, University of Western Sydney