Staff profile - Adrian Raftery

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Dr Adrian Raftery

Position: Senior Lecturer
Faculty or Division: Faculty of Business & Law
Department: Department of Accounting
Campus: Melbourne Burwood Campus
Phone: +61 3 92446643 +61 3 92446643
Email: adrian.raftery@deakin.edu.au

Biography

Biography

B.Bus, CFP, CPA, CTA, FCA, F Fin, GradCertJournalism, MBA, PhD

Adrian holds an MBA and specialises in business planning, financial planning and tax. Adrian holds a graduate diploma in financial planning and a graduate certificate in Journalism. He recently completed his PhD for examination with the School of Accounting at the University of Technology, Sydney (UTS) where his focus of research is on Australian Self-Managed Superannuation Funds.

Despite being called it for years, alot of people confuse Mr Taxman with the ATO. "Consider 'Mr Taxman' as being the good cop compared to 'The Taxman' as being the bad cop ... a subtle but important difference" says Adrian.


Qualifications

  • GCHE Exempt, Deakin University, 2015
  • Doctor of Philosophy, University of Technology Sydney, 2014
  • Bachelor of Business, University of Technology Sydney, 1993
  • Master of Business Administration, University of Technology Sydney, 1999
  • Graduate Certificate of Journalism, University of Technology Sydney, 2011


Career highlights

  • Australian Business Awards for Service Excellence (2008)
  • Australian Business Awards for Community Contribution (2008 and 2010)
  • Named in Top 50 companies by www.smartcompany.com.au (2008 and 2009)
  • Named in the Masterclass Top 50 in Australia for financial planners by Personal Investor magazine and BT (2006 and 2007)
  • Represented Australian Masters’ AFL v Ireland in six International Rules Tests (2006, 2008 & 2009)
  • Played in EJ Whitten Legends AFL match for All Stars (2009)


Affiliations

  • Fellow of the Institute of Chartered Accountants in Australia
  • Fellow of FINSIA
  • Chartered Tax Adviser, Taxation Institute of Australia
  • Certified Financial Planner, Financial Planning Association
  • Certified Practising Accountant, CPA Australia


Professional activities

  • Author of '101 Ways to Save Money on Your Tax - Legally!', Wrightbooks, Sydney

LinkedIn profile

http://au.linkedin.com/in/mrtaxman/


Personal website

http://www.mrtaxman.com.au

Academic

Teaching Interests

  • Corporate Accounting
  • Financial Planning
  • Income Tax
  • Small Business Accounting
  • Superannuation


Subjects and units currently teaching

  • MAF255 Financial Planning
  • MAF311 Superannuation Planning
  • MAF312 Advanced Financial Planning
  • MAF708 Retirement Income Streams
  • MAF709 Financial Planning Development
  • MAF765 Financial Planning and Analysis


Knowledge areas

  • Accounting
  • Financial Planning
  • Superannuation
  • Tax


Conferences and seminars

  • AFAANZ Conference, Melbourne, July 2012
  • AAA Auditing Section Mid-Year Conference and Doctoral Consortium, New Orleans, USA, January 2013
  • AFAANZ Doctoral Consortium, Perth, July 2013
  • UNSW Colloquium of Superannuation Researchers, Sydney, July 2013
  • EARNet Doctorial Consortium, Trier, Germany, September 2013
  • QARN, Auckland, NZ, October 2013
  • ANCAAR, Canberra, December 2013
  • JCAE, Malaysia, January 2014
  • EAA Congress, Tallinn, May 2014
  • BAFA Audit & Assurance Conference, UK, May 2014
  • AFAANZ Conference, Auckland, July 2014

Media appearances

  • Magazines
  • Newspapers
  • Radio
  • TV
  • Wrote regular money/finance columns for Woman's Day, Your Trading and Your Investment magazines

Awards

Awards and prizes

  • PhD Scholarship - UTS Accounting Discipline Group, 2011
  • Top-up PhD Scholarship from CIFR, 2013
  • People’s Choice Winner of 3 Minute Thesis competition UTS Business, 2013.
  • AFAANZ representative at 2014 EAA Colloquium, Talinn, Estonia
  • Voted in top twenty postgraduate lecturers in the UTS Business School, 2012 & 2013


Research

Research interests

  • AFSLs
  • Auditing
  • SMSFs
  • Superannuation
  • Tax


Research grants

  • Institute of Chartered Accountants, 2012 Cost, investment performance, asset allocation and audit attributes of SMSFs in Australia, (with H. Bateman and A. Ferguson). ($10,000 over 12 months)
  • Centre for International Finance & Regulation, 2013 Monitoring and performance attributes of superannuation funds in Australia, (with B. Arnold, H. Bateman and A. Ferguson), ($93,329 over 12 months).
  • Centre for International Finance & Regulation, 2013 Self-Managed Super Funds: Why are they popular and do they fulfil a useful purpose? (with R. Bird, D. Foster and S. Thorp), ($127,100 over 3 years).
  • Accounting & Finance Association of Australia & New Zealand, 2014 SMSFs: What is the real cost? (with A. Jain), ($4,100 over 12 months).


Publications

Publications

  • Ferguson, A., Pündrich, G. & Raftery, A. 2014, ‘Auditor industry specialisation, service bundling and partner effects in a mining-dominated city’, Auditing: A Journal of Theory and Practice, August 2014, Vol. 33, No. 3, pp. 153-180.
  • Arnold, B., Bateman, H., Ferguson, A. & Raftery, A. 2014, ‘Understanding assurance in the Australian self-managed superannuation fund industry’, Working Paper, UTS
  • Arnold, B., Bateman, H., Ferguson, A. & Raftery, A. 2014, 'The size, cost and asset allocation of Australian self-managed superannuation funds', Working Paper, UTS
  • Raftery, A.M., 2014, 101 Ways to Save Money on Your Tax - Legally!,  Wrightbooks, Sydney, 4th edition.


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