Practice Expertise
- Energy and Resources
- Infrastructure
- Public Private Partnerships
- Property and Leasing
Areas of Practice
- Energy and Resources
- Infrastructure
- Property and Leasing
- Public Private Partnerships
- Real estate
- Stamp Duty and State Taxes
- Tax
- Tax Controversy
- Tax Due Diligence View More
Profile
I work closely with clients from early concept planning through to implementation and post-transaction matters. I also take great pride in being part of their journey as a trusted adviser.
My goal is to achieve commercial solutions within various Australian state and territory tax frameworks. Having previously worked for the State Revenue Office Victoria, I apply this valuable public sector experience to provide the most practical solutions for my clients.
Career highlights
- Acted for major clients in numerous high-profile mergers and acquisitions, including Federation Centres’ $22 billion merger with Novion Property Group; the Singapore Power and Babcock & Brown consortium’s $13.9 billion acquisition and restructure of Alinta; Prime Infrastructure’s $2.5 billion merger with Brookfield Infrastructure Partners; and Gloucester Coal’s $8 billion merger with Yancoal Australia
- Advised on various property-related transactions and projects, including the establishment and disposal of ABN AMRO Group’s first Victorian schools public–private partnership project; various aged care and retirement village projects undertaken by Australian Unity; Cromwell Property Group’s commercial office developments; Frasers Property Australia Pty Ltd’s acquisition of Novotel Rockford in Sydney; and Ascendas Funds Management’s acquisition of GIC and Australand’s warehouse property portfolio
- Assisted with the restructure and initial public offering of Millennium Services Group Limited; Lactalis’ acquisition of Jindi Cheese; BWX Limited’s acquisition of Beautiworx Pty Ltd; the Saban Brands acquisition of Mambo; and SYSTRA’s investment in Scott Lister Pty Ltd
- Helped private clients manage their tax matters, including advising on family and superannuation trust contributions and distributions; succession planning and deceased estates; the simplification of complex business ownership structures; property acquisitions and disposals; and the state and territory tax implications of investing as a non resident
Education
BA (MONASH UNIVERSITY, 2001); LLB (MONASH UNIVERSITY, 2001)
Areas of Practice
- Energy and Resources
- Infrastructure
- Property and Leasing
- Public Private Partnerships
- Real estate
- Stamp Duty and State Taxes
- Tax
- Tax Controversy
- Tax Due Diligence
Professional Career
- Associate of the Tax Institute
- Member of the Law Institute of Victoria
Articles
- WA introduces amending legislation to make significant stamp duty changes
On 29 November 2018, the Revenue Laws Amendment Bill 2018 (Bill) was introduced into the Western Australian (WA) Parliament.
The Bill amends the Duties Act 2008 (Duties Act), the Land Tax Assessment Act 2002 and the Pay-roll Tax Assessment Act 2002. The Bill is complemented by the Taxation Administration Amendment Bill 2018.
- Victorian State Budget: Stamp duty and land tax changes for 2020-21
While this year's Victorian Budget is highly ambitious and wide-ranging on the spending side, stamp duty and land tax changes are limited in comparison. We set out a summary of the key changes and what these mean for business.
- Victoria introduces windfall gains tax and build-to-rent land tax concession
On 12 October 2021, the Victorian Government introduced the long-awaited legislation containing the new 'windfall gains tax' and the build-to-rent land tax concession. In this alert, we note the key features of what is one of the most significant pieces of state tax legislation in recent years.
- NSW Budget 2023-24 tax highlights
Significant stamp duty and land tax changes were announced by the NSW Government in its 2023-24 Budget.
- Victorian State Budget – Big stamp duty and tax changes from 2024
- Victoria – Important Post-Budget Stamp Duty Changes for 2018
The State Taxation Acts Amendment Bill 2018 (Vic), introduced to Parliament on 1 May 2018, introduces numerous changes to Victoria's stamp duty laws.
- Victorian land tax – significant changes unveiled
Victoria is to prohibit land tax / WGT sharing on sales and to expand the vacant residential land tax regime.
- WA Duty - Dutiable declarations of trust over partnership interests
A recent High Court decision is an important reminder that great care is required when attempting to deal with a partner's rights. Before a winding up of the partnership, one cannot simply assert that a partner's rights are equivalent to those under a trust, because to do so results in a dutiable declaration of trust. Our team summarises the key takeaways of the case and what it means for documenting and dealing in partnership interests.
- Queensland announces tax concessions for Build-To-Rent projects
Queensland announces 50% land tax cut and foreign investor exemptions for eligible Build-To-Rent projects featuring affordable housing component from 1 July 2023.
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