A Partner at PwC Australia with over 20 years experience advising Australia's leading private business groups, ultra-high-net-wealth individuals ('UHNWI'), and family offices.I maintain a particular passion for working with UHNW families, with expertise in:• Tax advisory• Wealth realisation events• Succession & family office establishment• ATO risk reviews, audits and dispute resolutionI have served consecutive terms as a member of the Australian Taxation Office Private Groups Stewardship Group ('PGSG'), and currently sit on advisory boards of a number of large privately owned groups. I have advised groups undertaking "once in a lifetime" transactions (both buy and sell side), assisted with the transition of significant wealth (both post-sale and inter-generational), and advised on matters relating to the administration of some of Australia's most significant estates.I maintain an active interest in philanthropy and the important role it plays in advancing social outcomes within our communities. I currently serve as a director for a number of trustees of Private Ancillary Funds.Practice areas include - Income Tax, Division 6 (Trusts), Division 7A (Deemed dividend provisions), Capital Gains Tax (CGT), pre-CGT matters (K6 & Div149), private ancillary funds (PAF), succession and estate matters.*My views are my own, and not the organisations I am affiliated with*
Listed skills include Tax Advisory, High Net Worth Individuals, Business Advisory, Accounting, and 5 others.