George acts for clients across private and public sectors including, government, funds management, financial services, energy and resources, agribusiness, property and not-for-profit sectors on tax, structuring, investment, equity and incentive schemes, fund establishment and regulatory compliance.

Biography

George acts for private and public companies, high net worth individuals, government entities, managed funds, superannuation funds, insurers and not-for-profit organisations. George’s practice spans tax and corporate advisory for transactions and restructures, financial services, equity and incentive schemes, fund establishment and governance, and estate and succession planning.

George advises on federal, state and international taxation, corporations law and regulatory matters across a broad range of sectors. His practice covers tax and duty matters in corporate transactions, acquisitions, divestments and pre and post-acquisition restructures. He also advises on inbound and outbound investment structures, incentive scheme establishments, property and equity fund establishment, financial services regulation, and estate and succession planning for private clients and family groups.

George’s practice is genuinely cross-disciplinary, spanning corporate tax, financial services regulation, funds management and private client work in a way that enables integrated advice across these intersecting areas. His sector depth spans energy and resources, agribusiness, financial services, property development, government and not-for-profit, and his client feedback reflects a reputation for speed, efficiency and commercial clarity.

Credentials

Academic qualifications:

George's experience

Leading investment manager — fund establishment

Acted for a leading investment manager on the establishment of a fund to acquire and develop a major Adelaide student housing project. The engagement covered all aspects of fund establishment, including structuring, tax considerations and fund documentation, alongside associated funding arrangements with major institutional investors. The transaction was a milestone for the client, representing the first fund of this scale for their team.

Anacacia's Continuity Fund

Advising Anacacia Capital, a leading Australian private equity and listed equities investment firm, on the A$280 million capital raising for its new Anacacia V fund, including the establishment of the fund, continuation transactions in respect of portfolio companies Direct Couriers, RP Infrastructure and Big River Industries (ASX: BRI), and associated regulatory matters.

Awards, recognition and ranking