Peter P. Email & Phone Number

Melbourne, VIC, AU

Australia

• Providing written advice to clients regarding various tax issues such as small business CGT concessions, tax residency, Division 7A, FBT, international tax (including CFC and hybrid rules), GST, payroll tax, land tax.
• Assisting with drafting various legal documents, such as trust deeds, shareholder agreements/deeds, share transfer agreements, share buy-back agreements, trust deed amendments, tax sharing and funding agreements and.
• Assisting with drafting private binding rulings and reasonably arguable position papers
• Researching various case law, ATO guidance and legislation as necessary
• Tax governance activities, including drafting tax policies for public and private groups

Melbourne, Victoria, Australia

• Researching and preparing technical advice on structuring and tax implications of reward/equity schemes
• Assisting with the design, planning and implementation of reward structures, such as long-term incentive schemes, including employee share schemes and loan funded share schemes
• Reviewing share plan documentation, including but not limited to plan rules, share deeds, constitutions, and invitation letters
• Provision of company tax advice considering Division 7A implications, share buy backs, FBT, payroll tax and employee tax related implications

Melbourne, Victoria, Australia

• Assisted with the preparation, review and lodgement of company and trust tax returns for various ASX listed and large-scale organisations
• Provided written advice to clients regarding various tax issues such as tax consolidation, applicability of tax treaties, withholding tax obligations, corporate residency classifications and Capital Gains Tax (CGT).
• Preparation of tax structuring calculations and associated tax advisory work
• Assisted with ATO audits and tax governance activities
• Prepared client presentations, with the assistance of other tax advisory and governance tax teams
• Researched various case law, legislation, tax rulings and associated commentary for issues including, but not limited to, revenue/capital treatments, withholding taxes, the deductibility of various items such as legal.

Melbourne, Victoria, Australia

• Corresponded with regulatory bodies regarding client matters (ATO)
• Communicated with clients regarding their tax affairs, reporting obligations and international assignments
• Provided written advice to clients regarding tax residency issues, the application of Double Tax Agreements and employer obligations including, but not limited to Single Touch Payroll reporting, PAYG withholding.
• Assisted and processing various hypothetical taxation calculations, earnings statements and payroll reports/reconciliations
• Assisted with providing advice regarding Employee Share Schemes and the various taxation obligations that may arise
• Provided drafting and lodgement assistance to KPMG’s Migration team for various visa classes and subclasses, particularly for corporate expatriates

• Supply legal team with assistance in scanning materials provided by the solicitors
• Drafting correspondence, such as medical report and clinical file requests
• Speak to clients in relation to the progress of their matters
• Help with reception work when required, such as taking inbound calls and assigning calls to the correct solicitors
• General filing duties
• Booking in barristers for conferences with a solicitor and client for WorkCover matters

• Involvement in Open Days for prospective students
• Facilitate educational workshops at the university and schools

• Serving customers at the bar and processing payments for beverages
• Serving customers meals, desserts and, or coffees they have ordered
• Conducting stock transfers and processing those transfers via a computer system
• Ensuring my product knowledge in regard to new specials and promotions is up to date
• Bartending function events in the function area

• Drafting correspondence
• Attending conciliation and meetings with clients and a solicitor
• Researching areas of personal injury and unfair dismissal
• General office duties such as filing, calling clients and medical practitioners
• Conducting superannuation files for TPD claims

Graduate Diploma Of Applied Tax Law

Graduate Diploma Of Legal Practice (Gdlp)

Bachelor Of Laws/Bachelor Of Commerce (Distinction)

Activities and Societies: Member of Deakin Commerce Society Major: Accounting High Distinction Units: MAE102 The Global Economy MAF101.

Education record