Bryony Berridge Email & Phone Number

Melbourne, VIC, AU

Melbourne, Victoria, Australia

Apply specialist accountancy knowledge to assist with fair decision making. Make findings and determinations in cases under the Guardianship and Administration Act 2019. Prepare for hearings and write up decisions.

• Led the Tax Team at FNZ Australia to meet client tax compliance obligations and ensure appropriate tax outcomes for investors. FNZ is a platform provider partnering with the global wealth management industry.
• Advised on the withholding of tax for IDPS investors of FNZ clients including system changes and ongoing controls. This minimised the risk of incorrect withholding.
• Advised on the application of tax to members of two super fund clients and gained agreement of appropriate… Show more Led the Tax Team at FNZ Australia to meet client tax compliance obligations and ensure appropriate.
• Advised on the application of tax to members of two super fund clients and gained agreement of appropriate methodology with the super funds’ trustees. Show less

Melbourne, Victoria, Australia

• Led the Tax Operations Team at IFM to ensure effective and robust tax operations and tax compliance and reporting for IFM and its funds.
• Assessed IFM’s tax compliance and reporting model, identified risks and opportunities, and jointly proposed a future tax compliance and reporting model for IFM.
• Instigated a project and led a cross-business working group to implement a new system and new processes for investor tax data. This uplifted tax governance by enabling accurate… Show more Led the Tax Operations Team at.
• Instigated a project and led a cross-business working group to implement a new system and new processes for investor tax data. This uplifted tax governance by enabling accurate reporting to tax authorities and correct.

Melbourne, Victoria, Australia

With Equip and Catholic Super having entered into a joint venture in October 2019, I took on leadership of the tax function for the combined group with an emphasis on aligning tax policies and procedures across the two funds.

Melbourne, Australia

• Led the tax function of Equipsuper, Catholic Super and all other entities within the Togethr group. Was responsible for developing the tax strategy and tax risk management framework, for providing tax advice to deliver.
• Successfully integrated two large superannuation funds (Equipsuper and Rio Tinto Staff Superannuation Fund) on a successor fund transfer, ensuring tax best practice.
• Formulated… Show more Led the tax function of Equipsuper, Catholic Super and all other entities within the Togethr group. Was responsible for developing the tax strategy and tax risk management framework, for providing.
• Formulated a new tax policy, obtained stakeholder buy-in, oversaw the uplift by team members of processes and documentation, presented to the Board and obtained approval. Show less

London, United Kingdom

• Led tax policy work, liaising between the investment management industry and government and official bodies (OECD, UK government, Scottish government and European Commission).
• Responded to more than 20 HMRC, government, OECD and European Commission consultations and provided insight as to industry implications. Topics included the OECD’s base erosion and profit shifting project (BEPS).
• Represented… Show more Led tax policy work, liaising between the investment management industry and government and official bodies (OECD, UK government, Scottish government and European Commission).
• Represented Investment Association members at OECD public consultations on BEPS in Paris and in government-run working parties on policy issues. Show less

London, United Kingdom

• Informed, influenced and lobbied government and official bodies, and formulated responses to tax consultations on behalf of association members.
• Successfully lobbied the UK government for relief from stamp duty land tax on transferring a property portfolio into a new fund type. This included bringing individuals together from HM Treasury, HMRC and industry to.
• Successfully lobbied the UK government for relief from stamp duty land tax on transferring a property portfolio into a new fund type. This included bringing individuals together from HM Treasury, HMRC and industry to.

London, United Kingdom

• Tax Knowledge and Innovation was an internal department designed to support PwC Tax UK.
• Answered complex technical tax questions from client-facing staff around the UK.
• Interpreted and wrote commentary on proposed and new legislation and case law.
• Devised and delivered tax training.
• Had managerial responsibility for Tax K&I’s team of support staff.Areas of expertise included real estate, stamp taxes, transfer pricing and R&D.

Rg146 For The Superannuation Industry

AIST’s RG146 course meets the requirements of the Australian Security and Investment Commission's (ASIC's) Tier 1 compliance to provide.

Fellow (Fca)

Ba Honours Degree, Mathematics, 2:1