Taxation

Andy is a tax lawyer specialising in all aspects of taxation, revenue law and trust law and some aspects of superannuation law.

He has advised on matters such as the tax implications of corporate mergers and business and significant asset sales, acquisitions and restructures, managed investment schemes and stapled structures, funds management, the taxation of trusts generally, equity market transactions, debt market transactions and employee share schemes.

Andy has also advised on inbound and outbound investment vehicles, the structuring of managed funds and structured financial products including the establishment and taxation of Australian managed investment trusts, limited partnerships and unincorporated joint ventures, employee share and option schemes, share loan schemes.  Andy has extensively advised on the taxation treatment of executive remuneration and employment termination payments.

He has also advised both large and SME corporate groups in a variety of transactions in a number of industry sectors including oil and gas, mining, manufacturing, property development, health, food processing and the financial and superannuation sector.

Andy has represented clients in a range of revenue audits including income tax, payroll tax, superannuation guarantee charge and stamp duty audits.

Andy has acted for a number of high wealth individuals and large deceased estates in respect of the range of tax and commercial matters that arise from time to time. He has also acted for clients in product ruling, class ruling and private ruling applications to the ATO and in negotiating settlements with the ATO related to tax audits and tax disputes.

Law Society of NSWLaw Institute VictoriaFTIA (Taxation Institute of Australia

Partner

Bachelor of Science, University of MelbourneBachelor of Laws, University of MelbourneMaster of Taxation, University of MelbourneMaster of Commerical Law, Monash UniversityGraduate Diploma in Applied FInance and Investment, Kaplan Professional