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Phil Broderick
Superannuation lawyer and Principal at Sladen Legal
Professional Background
Phil Broderick is a highly regarded expert in the fields of superannuation, estate planning and succession, duties and state taxes, trust advice, tax, and business structuring and restructuring. Serving as the principal of Sladen Legal, Phil heads its dedicated superannuation team, where he offers unparalleled legal advice to a diverse clientele, including private business owners, accountants, financial planners, self-managed superannuation fund (SMSF) trustees, and high and medium net worth individuals. Phil's extensive experience encompasses acting on behalf of both industry and retail superannuation funds, further solidifying his position as a leader in the legal landscape surrounding superannuation.
His impressive credentials are complemented by his active participation in several prestigious organizations in the field. Phil is a committed member of the Superannuation Industry Relationship Network (SIRN) and the Superannuation Industry Stewardship Group (SISG), both critical platforms for fostering dialogue between the Australian Taxation Office (ATO) and the superannuation industry. Additionally, he serves as the co-chair of The Tax Institute's superannuation committee and chairs the technical committee of the Self-managed Independent Superannuation Funds Association (SISFA), allowing him to influence policy and practice within the superannuation community.
Education and Achievements
Phil Broderick's academic background lays a strong foundation for his successful legal career. He graduated with a Master of Taxation from the University of New South Wales, an essential qualification that equips him with advanced knowledge of tax law and its application in various contexts. Before this, he earned a Bachelor of Laws from Deakin University, enabling him to understand the complexities of legal systems and legislation. Phil also holds a Bachelor of Science in Chemistry from Deakin University, demonstrating his diverse intellectual pursuits and analytical abilities.
Phil's expertise has not gone unnoticed in the professional community. He has been instrumental in providing holistic solutions for clients, taking into consideration each client’s unique situation and structural needs. His negotiation skills have led to numerous successful objections against the Australian Taxation Office in matters related to superannuation, along with effective negotiations with the Victorian State Revenue Office on state tax issues, particularly duty and land tax matters. The substantial impact of his work has contributed positively to the financial well-being of his clients.
Phil is equally passionate about sharing his knowledge and insights with others in the field. He has authored articles for notable publications such as The Tax Institute’s Taxation in Australia Journal and CCH’s Super News. Further reinforcing his position as a thought leader, he has delivered presentations at seminars and conferences organized by The Tax Institute, the Television Education Network, and various accounting bodies, fostering a greater understanding of superannuation and taxation issues among peers.
Keys to Success
Through his multifaceted career, Phil has established a reputation as a pragmatic and strategic advisor. His ability to understand complex legal frameworks and their implications for business structuring and financial planning allows him to create tailored solutions that serve his clients' best interests. Establishing trust and rapport with clients is paramount, and Phil achieves this by demonstrating an unwavering commitment to ensuring their needs are met.
In addition, Phil's active participation in industry organizations reflects his dedication to ongoing professional development and contributing to the evolution of superannuation legislation and practices. His position within these entities allows him to remain at the forefront of industry changes, ensuring that he can effectively serve his clients as the legal landscape evolves.
Closing Thoughts
Phil Broderick stands out as a leading figure in the legal practice of superannuation law in Australia. With a robust educational background, a wealth of practical experience, and an active role within key industry organizations, Phil is adept at delivering comprehensive legal solutions that navigate the complexities of the superannuation industry. His commitment to excellence, continuous learning, and client-focused approach positions him as an invaluable resource for individuals and organizations seeking guidance in the multifaceted areas of tax, estate planning, and superannuation.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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