I am passionate about my work with charities and not-for-profits. In this area, I help health, medical research, education, indigenous, environment and social welfare bodies deal with various taxation, governance and regulatory issues. I assist with the establishment of not for-profit organisations; advise on organisational structure; prepare tailored governance documents; advise on applying for charity registration and tax concessions; and deal with regulatory and tax compliance issues.

Career highlights

• Mila Foundation – established the foundation and advised on the requirements for registration as a public benevolent institution, including preparing tailored governance documents, and making supporting submissions to the Australian Charities and Not-for-profits Commission (ACNC) and Australian Taxation Office (ATO)
• A prominent and long-established charity – helped successfully overcome significant issues with its charity registration by making prompt and decisive representations to the ACNC
• A leading health promotion charity – advised on complex and strategic taxation issues, including preparing an application to the ATO for a private binding ruling in the areas of fringe benefits tax, pay-as-you-go withholding and superannuation guarantee
• A renowned charity operating in the aged persons sector – prepared detailed submissions in response to an ACNC notice, including reference to the charitable purpose of ‘caring for and supporting the aged’
• Worked on matters involving taxation of deceased estates, next-generation asset protection, and other taxation and governance issues
• Helped clients and their advisers with the complex aspects of trusts law and the taxation of trusts
• Assisted numerous high-wealth clients and family groups by managing reviews, audits and disputes involving the ATO
• Recognised by Chambers Asia-Pacific with a Band 1 ranking for Charities

Education
BCOM LLB (Hons Class 1); University Medallist (UQ, 1995)

• Chartered Tax Adviser, Taxation Institute of Australia 
• Member, Taxation Institute of Australia Not-for-profit Technical Committee
• Member, Qld Law Society

• ATO's draft guidance on the application of section 99B: On the right track, but far from the finish line
  

  The ATO provides guidance on its approach to the application of section 99B, giving taxpayers valuable clarity on common scenarios and in relation to the evidentiary aspects to support the availability of an exemption.

   

• Queensland 2019-20 State Budget – What impact will the budget have on your tax agenda?
  

  Queensland has just announced significant changes to its tax regime through the 2019-20 State Budget which will particularly impact employers, landowners, and the LNG industry.