"I am an accomplished Professional and Business Leader with 40+ years of experience leading high-performing teams and overseeing operations, notably at the ATO. With strong people and relationship management skills, I consistently exceed organizational targets and secure positive client outcomes. A dynamic, results-oriented leader, I develop and implement strategic business initiatives, solving complex challenges with innovative solutions that benefit both the business and the wider communityโ.
Investmentmarkets
View- Website:
- investmentmarkets.com.au
- Employees:
- 11
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ConsultantInvestmentmarketsEaglemont, Vic, Au -
Co-FounderSbr Assist Apr 2024 - PresentSpecialised consulting firm dedicated to assisting SME/Small Business owners, Accountants, Lawyers and Finance firms with real time solutions in tackling Taxation debt.
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FounderMagna Consultants Sep 2013 - PresentAdvise Businesses and Early Stage Ventures on how to grow, Raise Capital and Identify Investors. Notably Worx Safety , Investment Markets , Charcoal Bros and Jochnic Packaging.
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Tax NegotiatorFreelance Nov 2019 - Present๐ ๐ต๐ฎ๐๐ฒ ๐ฑ๐ฒ๐น๐ถ๐๐ฒ๐ฟ๐ฒ๐ฑ ๐ต๐ถ๐ด๐ต-๐พ๐๐ฎ๐น๐ถ๐๐ ๐๐๐ฝ๐ฝ๐ผ๐ฟ๐ ๐๐ผ ๐๐ฎ๐ ๐ฎ๐๐ถ๐ผ๐ป ๐ฎ๐ด๐ฒ๐ป๐๐ ๐ฎ๐ฐ๐ฟ๐ผ๐๐ ๐ ๐ฒ๐น๐ฏ๐ผ๐๐ฟ๐ป๐ฒ, ๐๐ต๐ฒ๐ฟ๐ฒ ๐ ๐ต๐ฎ๐๐ฒ ๐น๐ฒ๐ฑ ๐ป๐ฒ๐ด๐ผ๐๐ถ๐ฎ๐๐ถ๐ผ๐ป๐ ๐๐ถ๐๐ต ๐๐ต๐ฒ ๐๐ง๐ข ๐ฎ๐ป๐ฑ ๐ธ๐ฒ๐ ๐๐๐ฎ๐ธ๐ฒ๐ต๐ผ๐น๐ฑ๐ฒ๐ฟ๐ ๐ฎ๐ฐ๐ต๐ถ๐ฒ๐๐ถ๐ป๐ด ๐ด๐ฟ๐ฒ๐ฎ๐ ๐ผ๐๐๐ฐ๐ผ๐บ๐ฒ๐ ๐ณ๐ผ๐ฟ ๐บ๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐.โข Led ongoing engagement with Auditors, Team Leaders and Directors to review and secure tax approvals and achieve optimum results for clients โข Supported the review and negotiation of JobKeeper and cash flow boost claims with the ATO, working closely with the State Revenue Office and Tax Ombudsman to provide accurate information to secure favourable outcomes โข Escalated issues to different divisions of the ATO, engaging in ongoing communications to resolve GST, FBT, capital gains and taxation problems, and negotiate ongoing business compliance โข Collaboratively developed payment plans achieveing excellent outcomes for personal and business clients. Advised Accounting firms how to improve their practice management and compliance advisory services
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DirectorAustralian Taxation Office 1985 - 2013Canberra, Act, AuDelivery Director โ Australian Business Register (July 2012 โ July 2013)Director โ Serious Evasion Risk & Intelligence (June 2010 โ June 2012)Acting Senior Director โ Complex Risk & Strategy (June 2010 โ June 2012)Special Project Design Manager of New Policy (September 2009 โ May 2010)Acting Director GST Risk and Strategy Across Markets (August 2008 โ September 2009)Manager & Acting Director GST Complex Risk and Strategy (November 2006 โ August 2008)Manager GST Large Compliance Program (April 2000 โ November 2006)โข Delivered high-quality leadership and oversight, supporting specialist teams comprising of 6 to 100 staff across multiple sites nationally โข Provided mentoring and training over 8 direct reports โข Built and strengthened strong relationships with key stakeholders including customers, state bodies, federal government departments, members of Parliament, Media representatives, and tax agents โข Led the negotiation and resolution of issues with key stakeholdersโข Developed and facilitated engaging presentations and interactive workshops, tailoring content and delivery for various groupsโข Curated a series of informative articles promoting business initiatives ๐๐ญ๐ฉ๐๐ฃ๐จ๐๐ซ๐ ๐๐๐๐๐๐ซ๐๐ข๐๐ฃ๐ฉ๐จ ๐๐ซ๐๐๐ก๐๐๐ก๐ ๐ช๐ฅ๐ค๐ฃ ๐ง๐๐ฆ๐ช๐๐จ๐ฉ.
Leo I. Education Details
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Swinburne University Of TechnologyBusiness/Commerce -
Cbc St Josephs North MelbourneHsc -
Other Professional Development:
Frequently Asked Questions about Leo I.
What company does Leo I. work for?
Leo I. works for Investmentmarkets
What is Leo I.'s role at the current company?
Leo I.'s current role is Consultant.
What schools did Leo I. attend?
Leo I. attended Swinburne University Of Technology, Cbc St Josephs North Melbourne, Other Professional Development:.
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