I have more than 30 years of experience providing strategic tax advice and compliance solutions.
I primarily advise large, complex private groups and ASX-listed entities, and I am recognised as a leading expert in the taxation of trusts.
I have served on the Australian Taxation Office’s National Tax Liaison Group and National Tax Liaison Group Trust Sub-Group, which are key consultative forums between the ATO and the tax advisory profession. I also actively participate in consultation processes with the Department of the Treasury regarding new and proposed tax legislation that may affect the firm’s clients.
My career highlights include:
- providing structuring advice on the acquisition of a A$1.5bn overseas property portfolio by an ASX-listed real estate investment trust
- playing an extensive role in the restructuring of various ASX 200-listed groups prior to their initial public offerings
- successfully managing numerous complex tax disputes and ATO risk reviews
- providing input and assistance to the Treasury in drafting certain tax legislation.
Skills
- Income tax advisory
- Tax efficient structuring
- Taxation of trusts and companies
- Transactions advisory – restructures, mergers and acquisitions, divestments and IPOs
- Taxation of property transactions
- Taxation of financial services industry
- Management of tax audits
- ATO dispute resolution
Qualifications, memberships & affiliations
- Bachelor of Commerce
- Member of the Institute of Chartered Accountants in Australia and New Zealand
- Member of CPA Australia
- Chartered Tax Advisor
