I am a Partner in our Tax practice with more than 16 years of experience advising Australian and multinational groups. Recognised for my ability to simplify complex issues and deliver practical outcomes, I combine technical depth with a personable approach that builds trust and long-term client relationships.
I specialise in the funds management, agribusiness, and retail sectors, supporting clients as they navigate regulatory change, investor expectations, and cross-border complexities. I have particular expertise in advising on agricultural investment structures, helping funds and investors optimise returns through effective tax strategies that address income tax, withholding tax, managed investment trust and attribution managed investment trust eligibility, and ESG-linked opportunities, such as carbon credits.
Before becoming a Partner, I worked in the Business and Private Client Advisory division, where I established a strong reputation as a trusted adviser to private family groups and mid-market businesses. During this time, I led numerous business consulting projects and tax engagements.
As Manager of the Financial Services Industry Group, I regularly present to market participants and industry bodies. I lead our fund tax and accounting webinars, have delivered training to the Property Council of Australia, and have spoken at Property Funds Association events.
I am also committed to community and professional development. I am an active member of the firm’s Community Opportunities Together Committee and have mentored many team members who have progressed to manager roles across professional services and industry.
My experience includes:
- advising funds on structuring agricultural and real asset investments to achieve optimal tax outcomes for domestic and offshore investors
- providing strategic tax advice on mergers and acquisitions across agribusiness, funds management, and retail
- advising Australian and multinational groups on structuring matters, including inbound investment
- delivering ongoing tax compliance services to listed and unlisted groups.
I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.
Skills
- Income Tax
- International Tax
- Property & Infrastructure
- Funds
- Agribusiness
- Retail
Qualifications, memberships & affiliations
- Master of Tax Law
- Bachelor of Commerce
- Member of Chartered Accountants (CAANZ)
