Practice Expertise

  • Retirement Villages and Aged Care
  • Financial Services Taxation
  • Health and Ageing
  • Government

Areas of Practice

  • Financial Services Taxation
  • Government
  • Health and Ageing
  • Retirement Villages and Aged Care
  • Stamp Duty and State Taxes
  • Tax
  • Tax Controversy
  • View More

Profile

Drawing on my wide range of experience, I aim to provide commercial advice that helps clients achieve the most tax-effective outcome. I take pride in being approachable, and in providing timely and accurate advice on changes in the law and legal practice that may be relevant to my clients’ businesses.

Career highlights

  • Qantas – advised on relinquishing the Sydney Airport domestic terminal
  • TPG – advised the company on its acquisition of iiNet
  • Abacus Funds Management Limited; AMP, Aqualand; Australand Property Group; Brookfield; Dexus; Lendlease; Mirvac – acted in relation to acquisitions, divestments, restructuring and document preparation
  • Aveo Group; Aveum Limited; Lendlease; RVG – advised clients with interests in retirement villages
  • Property Council of Australia – prepared submissions to the NSW Office of State Revenue, related to the acquisition of retirement villages
  • Indigenous Business Australia; charitable and benevolent organisations – provided duty advice on exemptions and concessions
  • American Express; AMP; Australian Unity; Challenger; Perpetual – assisted with acquisitions, investments in funds and restructuring of funds, including in relation to the registration and classification of unit trust schemes
  • Altis Property Partners – worked on land tax matters, in particular the application of the primary production exemption
  • Government Property NSW; Transport for NSW; UrbanGrowth NSW – advised various government agencies on stamp duty matters, as well as the whole-of-government implications of proposed privatisation structures and significant commercial transactions
  • Guided mining clients, including Gloucester Coal in its $8 billion merger with Yanzhou Coal Mining Company Limited; Gold Fields in its US$300 million acquisition of the Darlot Centenary, Granny Smith and Lawlers goldmines; and Cockatoo Coal and Hume Coal in various property and mining interest acquisitions

Education
BA. LLB, LLM

Areas of Practice

  • Financial Services Taxation
  • Government
  • Health and Ageing
  • Retirement Villages and Aged Care
  • Stamp Duty and State Taxes
  • Tax
  • Tax Controversy

Professional Career



Articles

  • Updated stamping practice: NSW options

    Revenue NSW's new practice requires land valuation for options exercised after 12 months, potentially causing higher duty payments and settlement delays.

  • NSW Government proposes to significantly expand scope of existing stamp duty regime

    The new Bill proposes to bring transactions and statements to duty that are currently not caught, and target taxpayers and advisers alike with the re-write of the anti-avoidance provisions. These changes are noteworthy, particularly in light of the Government's live proposal to phase out stamp duty in favour of a broad based property tax.

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