I have more than 15 years’ experience providing strategic advice across all areas of tax law.
I combine strong technical and practical skills to advise and assist clients across a range of industries, with a particular focus on funds management and property. My clients include ASX-listed and wholesale property funds, equity funds, corporate entities, and large, complex private groups.
I have been actively involved in submissions to the Australian Taxation Office and the State Revenue Office on a range of land tax, stamp duty, and Division 7A matters. I also advise other accounting firms in a specialist capacity on issues affecting their clients.
My experience includes:
- advising funds on appropriate structures to achieve optimal tax outcomes for investors, including consideration of income tax, withholding tax, and the attribution managed investment trust regime
- providing strategic tax advice to foreign multinationals seeking to acquire businesses and properties in Australia
- providing income tax, GST, and stamp duty advice on mergers and acquisitions
- advising large private groups on complex tax matters, including Division 7A, section 100A, income distributions, tax loss recoupment, and the management of tax audits.
In addition to my technical expertise, I bring strong client relationship management and communication skills to every engagement.
I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.
Skills
- Property trust issues including MIT withholding tax, trust loss recoupment rules, and tax structuring
- Tax due diligence reviews for acquisitions
- GST
- Stamp duty and land tax
- Income tax and CGT relating to property transactions
Qualifications, memberships & affiliations
- Member of the Institute of Chartered Accountants
- Bachelor of Law
- Bachelor of Commerce
- Chartered Tax Adviser
