In addition to large corporates, my clients include high net wealth individuals and privately owned groups in Australia and abroad. I work with these clients to help structure their wealth ownership in a way that tax-effectively achieves their succession planning and asset protection objectives.

I have obtained a number of favourable formal rulings from the Australian Taxation Office (ATO), including in relation to large-scale corporate transactions.

Career highlights

• 7-Eleven – worked on the acquisition of Mobil Australia’s fuel retail network.
• EBOS Group Limited – advised on the tax issues associated with its acquisition of Life Healthcare.
• Millennium Services Group – assisted with its internal restructure and listing on the Australian Securities Exchange.
• Gloucester Coal – advised on the tax issues associated with its $8 billion merger with Yancoal Australia, which included returns of capital, payment of dividends, capital gains tax rollovers, issuing certain classes of securities, and negotiations with the ATO.
• Davies Collison Cave and FPA Patent Attorneys – provided tax advice in the context of restructuring those firms.
• QANTM Intellectual Property Limited – assisted with the initial public offering process.
• Federation Centres – provided guidance in relation to its merger with Novion Property Group.
• Private client groups – acted in relation to their broader group structure, in the context of governance and succession planning.
• Acted as an Officer for the International Bar Association Taxes Committee since 2017.
• Held several speaking roles at International Bar Association Annual and Specialist Conferences and Tax Institute Conferences, in addition to other speaking engagements.

Education
LLM (UNIVERSITY OF MELBOURNE, 2014) LLB (HONS) (MONASH UNIVERSITY, 2007); BCOM (MONASH UNIVERSITY, 2007)

• Federal Budget 2024/25 Highlights
  

  The Government's Budget forecasts a budget surplus in the 2023-2024 year, followed by larger deficits than expected across the next 4 years.

• Updated guidance on the Research and Development Tax Incentive
  

  The Commonwealth Government has released an updated Guide to Interpretation for the Research and Development Tax Incentive scheme, which provides updated guidance for entities seeking to register for the scheme in a new, more accessible format.

• 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.

• Medical practices and payroll tax: the current state of play
  

  Medical practices that engage practitioners as contractors need to urgently review their payroll tax position due to recent revenue office rulings.

   

• 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.

• Federal Budget Highlights 2021-22
  

  The 2021-22 Federal Budget provides Australia with a roadmap to help guide our country's business and economic recovery as we emerge from the unprecedented COVID-19 impacts of 2020.

   

   

• Federal Budget Highlights: 2020-21
  

  A highly anticipated Federal Budget announced late in a turbulent and unpredictable year, the 2020-21 Budget sets out significant taxation relief for individuals and businesses in response to the COVID-19 recession. MinterEllison explores the impact and implications across the key focus areas raised in the government’s Budget announcement.

• Federal Budget 2020-21 introduces temporary loss carry back rules
  

  A significant measure announced in the 2020 – 21 Federal Budget was the temporary loss carry back regime for corporate tax entities.

• Mid-Year Economic and Fiscal Outlook Highlights: 2019-20
  

  The Government's Mid-Year Economic and Fiscal Outlook 2019-20, announced yesterday, signals that the budget is scheduled to return to surplus in 2019-20. However the projected budget surplus in 2019-20 and over the next four years is set to reduce.

• 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.

• Taxation and cross-border M&A: Clarity on Australian tax liabilities in foreign corporate mergers
  

  A recent Federal Court decision provides further clarity on the treatment of Australian tax liabilities following the completion of a corporate merger.

• Senate amendments: franked distributions funded by capital raisings
  

  MinterEllison explores the amendments to the Government's regime for making certain distributions that are funded by capital raisings unfrankable.

• Recent cases: employment agency contract provisions in the Payroll Tax Act 2007 (NSW)
  

  Two recent decisions in the Supreme Court of NSW assist in confirming the scope of the problematic 'employment agency contract' provisions in the Payroll Tax Act 2007 (NSW).