Practice Expertise

  • Financial Services
  • Corporate Income Tax
  • Finance
  • Corporate

Areas of Practice

  • Corporate
  • Corporate Income Tax
  • Finance
  • Financial Services
  • Financial Services Taxation
  • Funds Management
  • Infrastructure
  • Real Estate
  • Tax
  • Tax Due Diligence
  • Trust Taxation
  • View More

Profile

My expertise includes having a comprehensive understanding of all facets of borrowing and lending, structured financing and investment, and asset leasing.

I am also a member of various advisory committees, through which I contribute to policies and legislation while gathering knowledge and insights that I can use to better serve my clients.

Career highlights

  • German and Chinese investors – advised on numerous property purchases in Australia, including structuring to comply with the managed investment trust (MIT) regime
  • Major airlines – assisted with regard to financing aircraft acquisitions
  • NSW Government – helped with the sale of its electricity generation assets
  • Advised on funding various Queensland ports and railway lines
  • Acted in relation to the acquisition of major infrastructure assets, including hospitals, rail lines, rolling stock and water treatment plants
  • Counselled on various infrastructure asset refinancing arrangements
  • Advised on a number of takeovers, including Baytex Energy Corp.’s acquisition of Aurora Oil & Gas Limited
  • Provided guidance on establishing and operating trusts for listed entities, including drafting constitutions to comply with Australia’s attribution managed investment trust (AMIT) provisions
  • Worked on a large number of securitisations
  • The sole tax adviser for a listed stapled property trust for 20 years, preparing and lodging tax returns for its six listed entities
  • Advised on the issue of hybrid instruments, including subordinated notes for listed entities
  • Am a member of the Property Council of Australia Taxation Sub Committee, the Law Council of Australia Tax Sub-Committee and the Infrastructure Partnerships Australia Tax Committee
  • Have been heavily involved in consulting with the Australian Taxation Office and Department of the Treasury, consulting in relation to the MIT and AMIT regimes

Education
BA, LLB, LLM

Areas of Practice

  • Corporate
  • Corporate Income Tax
  • Finance
  • Financial Services
  • Financial Services Taxation
  • Funds Management
  • Infrastructure
  • Real Estate
  • Tax
  • Tax Due Diligence
  • Trust Taxation

Professional Career

Professional Associations

Member of:

  • Institute of Chartered Accountants
  • Taxation Institute of Australia
  • Property Council's Taxation Sub-Committee
  • Law Council of Australia Tax Sub-Committee 
  • Infrastructure Partnerships Australia Tax Committee.


Articles

  • More than meets the eye - the new 10% foreign resident capital gains tax withholding regime
    Commentary on the 10% foreign resident capital gains tax withholding regime. 

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