Practice Expertise

  • Tax
  • Corporate Income Tax
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Areas of Practice

  • Corporate Income Tax
  • Tax
  •  
  •  

WSG Practice Industries

Profile

I have a strong focus on cross border transactional work and funding issues. Many of the matters I work on involve advising on tax issues associated with cross border transactions, including funding and profit repatriation, as well as advising on FIRB related tax queries.

I also advise companies on their remuneration arrangements, including the availability of share plan concessions and provide advice to domestic private groups and high net worth individuals, including in relation to key tax concessions available to small business.

As a qualified Chartered Accountant, I am able to engage with my clients on matters beyond the tax law to ensure that I provide them a holistic and commercial solution.

Career highlights

  • University of Melbourne (Carlton Connect Initiative): Advised the University of Melbourne in relation to a 42 year development and lease deal with Lendlease, Government Investment Corporation of Singapore and Urbanest for development of 40,000 square metres.
  • Infratil Limited, New Zealand Superannuation Fund: Acted for the ASX & NZX listed Infratil Australia Limited and the New Zealand Superannuation Fund on the $640m acquisition of 100% of Brisbane based RetireAustralia group.
  • Salter Brothers: worked on the acquiring both the Tuckerbox and InterContinental hotel portfolios and establishment of two Salter Brothers hotel funds.
  • Ascendas: Advised on the establishment of a $1b industrial land fund in Australia.
  • Department of Transport and Public Transport Victoria: Advised in relation to the tendering for the Metropolitan Bus Services Project.
  • Australian Unity: Advised in relation to the development of Retirement Villages and Aged Care Facilities at Lane Cove and on the Herston Quarter redevelopment.
  • Singapore Power: Advised in relation to the acquisition and separation of the assets of the Alinta Group.
  • Morgan Stanley and Mitsubishi UFJ Lease & Finance Company Limited: Advised in relation to potential interest withholding tax issues on products provided into the Australian market.
  • Foreign institutions: Advised a number of foreign institutions in relation to drafting of section 128F syndicated loan facilities to Australian borrowers.
  • Brisbane Airports Corporation, Plenary Group, SPI (Australia) Assets Pty Ltd and others: Significant number of engagements on debt issuances, hybrid issuances, section 128F offers and securitisations.

Education
BCOM (UNIVERSITY OF MELBOURNE, 2003); LLB (HONS) (UNIVERSITY OF MELBOURNE, 2003); GRAD DIP (ICAA, 2006)

Areas of Practice

  • Corporate Income Tax
  • Tax

Professional Career



Articles

  • Federal Budget 2023/24 Highlights

    MinterEllison explores the impact and implications across the key tax related focus areas raised in the 2023/24 Federal Budget announcement.

  • Federal Budget 2022/23 Highlights

    The 2022/23 Budget primarily provides targeted cost-of-living relief and sets out how the Government intends to invest in Australia's future in times of economic and inflationary pressures as well as continuing global uncertainty. MinterEllison explores the impact and implications across the key commercial focus areas raised in the Government's Budget announcement.

  • COVID-19: Tax policy and administration measures recommended by the OECD

    The Organisation for Economic and Social Development (OECD) has made a series of tax policy and tax administration recommendations to national governments to assist in dealing with the impact of COVID-19. We summarise the recommendations and what this means for taxpayers.

  • Tax updates to proposed intangibles integrity measure

    Updates to the proposed tax reform measures preventing multinationals from claiming Australian tax deductions for certain payments made for the use of intangible assets to foreign associates in low-tax jurisdictions.

  • A 'thin new world' part 2 – proposed changes to Australia's thin capitalisation provisions

    Under proposed new law, organisations may be limited in their ability to claim debt deductions from 1 July 2023.

  • Tangible consequences for SGEs: Proposed changes to intangible asset exploitation in low-corporate tax jurisdictions

    Australian Treasury proposes new rules to limit significant global entities from claiming deductions for payments made to associates in low corporate tax jurisdictions related to intangibles from 1 July 2023.

     

  • A 'thin' new world - Proposed changes to Australia's thin capitalisation rules

    Under proposed new law, organisations may be limited in their ability to claim debt deductions from 1 July 2023.

  • Australia's thin capitalisation rules – finally, the amending Bill to a Bill to amend

    We explore the new exposure draft released for public consultation which amends the proposed thin capitalisation changes and debt deduction creation rules.

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