Practice Expertise

  • Tax
  • Private Client and Tax Compliance Services
  • Not for Profit
  • Employment Taxation

Areas of Practice

  • Employment Taxation
  • Not for Profit
  • Private Client and Tax Compliance Services
  • Tax
  • Tax Controversy
  • View More

Profile

I am passionate about my work with charities and not-for-profits. In this area, I help health, medical research, education, indigenous, environment and social welfare bodies deal with various taxation, governance and regulatory issues. I assist with the establishment of not for-profit organisations; advise on organisational structure; prepare tailored governance documents; advise on applying for charity registration and tax concessions; and deal with regulatory and tax compliance issues.

Career highlights

  • Mila Foundation – established the foundation and advised on the requirements for registration as a public benevolent institution, including preparing tailored governance documents, and making supporting submissions to the Australian Charities and Not-for-profits Commission (ACNC) and Australian Taxation Office (ATO)
  • A prominent and long-established charity – helped successfully overcome significant issues with its charity registration by making prompt and decisive representations to the ACNC
  • A leading health promotion charity – advised on complex and strategic taxation issues, including preparing an application to the ATO for a private binding ruling in the areas of fringe benefits tax, pay-as-you-go withholding and superannuation guarantee
  • A renowned charity operating in the aged persons sector – prepared detailed submissions in response to an ACNC notice, including reference to the charitable purpose of ‘caring for and supporting the aged’
  • Worked on matters involving taxation of deceased estates, next-generation asset protection, and other taxation and governance issues
  • Helped clients and their advisers with the complex aspects of trusts law and the taxation of trusts
  • Assisted numerous high-wealth clients and family groups by managing reviews, audits and disputes involving the ATO
  • Recognised by Chambers Asia-Pacific with a Band 1 ranking for Charities

Education
BCOM LLB (Hons Class 1); University Medallist (UQ, 1995)

Areas of Practice

  • Employment Taxation
  • Not for Profit
  • Private Client and Tax Compliance Services
  • Tax
  • Tax Controversy

Professional Career

Professional Associations
  • Chartered Tax Adviser, Taxation Institute of Australia 
  • Member, Taxation Institute of Australia Not-for-profit Technical Committee
  • Member, Qld Law Society


Articles

  • Queensland 2019-20 State Budget – What impact will the budget have on your tax agenda?

    Queensland has just announced significant changes to its tax regime through the 2019-20 State Budget which will particularly impact employers, landowners, and the LNG industry.

     

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