I have more than 25 years of experience providing tax advice to the public and private sectors. I work collaboratively with my clients to develop strategic tax solutions that deliver tangible value to their organisations.
I advise a diverse range of clients, including individuals, large private groups, government entities, and public groups across the funds management, property, manufacturing, and higher education sectors. I am a sought-after presenter and regularly speak at property and higher education seminars on tax issues affecting these sectors.
My experience includes:
- providing strategic tax due diligence advice on Australian and international property acquisitions
- advising on European real estate acquisitions valued at more than A$2bn
- delivering tax compliance services to foreign pension funds with investments of more than A$750m in Australian real estate
- providing tax structuring advice to foreign multinational organisations investing in Australia, including advice on income tax, withholding taxes, the managed investment trust regime, indirect taxes, and employment taxes, as well as optimal profit repatriation and exit strategies
- advising clients on tax structures for investments in the United States, United Kingdom, Germany, Spain, Italy, Greece, Singapore, Hong Kong, and India
- assisting clients with complex tax consolidation, capital gains tax, and tax loss recoupment matters, including issues arising from business sales and restructures, and ensuring that appropriate rollovers are applied
- successfully obtaining refunds of withholding tax incorrectly deducted by foreign tax authorities
- undertaking GST reviews to maximise reduced input tax credit claims
- serving as Tax Technical Advisor for Thomson Reuters’ OneSource FBT software.
I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.
Skills
- Indirect taxes (GST, stamp duty, land tax)
- Employment taxes – PAYG, FBT, payroll tax, and SGC
- State taxes
- National Tax Equivalent Regime
- International taxes
- Review of prospectuses and PDSs
Qualifications, memberships & affiliations
- Bachelor of Business (Accounting)
- Fellow of the Institute of Chartered Accountants
- Chartered Tax Adviser
- Member PCA (Vic) Tax committee
- Member PCA (Vic) Leaders Group
- Member PCA International and Capital Markets Tax Round Table
- Member Property Funds Association
