I have more than 30 years of experience advising clients on finance, succession planning, capital gains tax, duty, and business structures.
My clients operate across a range of sectors, including professional services, funds management, manufacturing, not-for-profit, property, shipping, and transport.
I have extensive knowledge of taxation practices relating to trusts and private groups, including expertise in Division 7A assessments. I have also acted as an expert witness in relation to these matters.
I author the Company Directors’ Manual, which is recommended by the Australian Institute of Company Directors and updated twice a year.
I am a director of several private client companies and have extensive experience managing significant property assets.
Skills
- Tax
- Business advice
- Wealth management
Qualifications, memberships & affiliations
- Bachelor of Economics
- Bachelor of Laws
- Master of Tax Law
- Associate of the Institute of Chartered Accountants in Australia
- Fellow of the Australian Institute of Company Directors
- Fellow of the Tax Institute of Australia
- Registered Tax Agent
- Board member Melbourne Food and Wine Events Ltd
- Secretary of Victorian Traditional Owners Funds Ltd
