About
Peter
Peter is a specialist in our tax compliance and consulting team working primarily with corporate, private and family business clients.
He is highly regarded for his ability to advise on complex tax matters, combining his knowledge of tax legislation with an understanding of commercial and industry specific issues. Clients appreciate his strategic approach, which involves a thorough analysis of their unique circumstances, providing valuable insights and innovative solutions to help them achieve their business objectives.
His straightforward approach means Peter is often invited to present at events and provide commentary on tax matters in many media outlets, where his insights are highly valued by a broad audience.
Solutions that Peter provides
- Business structuring and transaction tax guidance
- Tax advice on the establishment and operation of funds
- Assisting investors and innovators on ‘Early Stage Innovation Companies’
- Investment structure advice for asset protection
- Property transaction recommendations
- Assisting taxpayers with tax disputes and obtaining rulings.
Significant engagements
- Tax advice and guidance for business sale transactions up to $100 million.
- Tax advice on liquidation of structures exceeding $200 million.
- Assisted in a Federal Court settlement concerning an $8 million tax dispute.
- Advice concerning family trust resettlement including properties exceeding $50 million in value.
- Ongoing comprehensive compliance and advisory support to private equity funds, including their executives and portfolio companies.
- Completed numerous ATO “Next 5,000” reviews, along with other reviews and audits.
Areas of expertise
- Business transactions
- Business and wealth restructuring
- Tax audits and disputes
- Funds management
- Independent expert reports
Qualifications & memberships
- Bachelor of Business - University of Technology Sydney
- Graduate Diploma of Charted Accounting
- Member, Chartered Accountants Australia and New Zealand
- Chartered Tax Adviser, The Tax Institute