Biography

Alexandra advises private and public clients including high net wealth individuals, family groups, self-managed superannuation funds and managed funds across Australia.  Her practice spans tax, corporate advisory for transactions and restructures, trust law, succession planning as well as superannuation advice particularly for self-managed superannuation funds.

Alexandra advises on federal and state taxation applicable to private and corporate clients including income tax, CGT, GST, stamp duty and superannuation.

Alexandra works closely with her client's advisory team including accountants and financial planners to ensure the client is receiving holistic advice and that the advisory team is aligned to achieve the client's objectives.

Credentials

Academic qualifications:

• Bachelor of Laws (Honours), University of Adelaide

Memberships:

• Affiliate Member – Tax Institute of Australia

Alexandra's experience

Agribusiness

Advising farming families as to restructure of significant land holdings and operations to achieve their succession planning objectives without incurring adverse tax and duty consequences including the utilisation of small business capital gains tax concessions and the small business restructure roll-over and the family farm stamp duty exemption.

Funds management

Advising venture capital entities regarding the tax and legal consequences of investments in trust structures (including managed investment trusts and attribution managed investment trusts), companies and limited partnerships (including early stage venture capital limited partnerships and venture capital limited partnerships).

Tax

Advising private client groups on eligibility to utilise capital gains tax concessions and roll-overs for business restructuring and succession options.

Advising and dealing with State Revenue Offices regarding duty on transactions including related party dealings and obtaining exemptions from duty.

Succession planning

Preparing detailed wills, powers of attorney and advance care directives for high net wealth individuals regarding their personal wealth as well as advising on business succession planning, trust structures and superannuation to facilitate intergenerational wealth transfers and business succession.

Superannuation

Advising self-managed superannuation funds regarding the regulatory and tax issues arising from investment structures, related party transactions, death benefit payments, binding death benefit nominations and pension documents.

Awards, recognition and ranking

• Tax Institute of Australia – Tax Trailblazer Award, South Australia (2024)
• Tax Institute of Australia – Community Achievement Award Nominee (2024)