Paul advises on income tax, CGT, GST, stamp duty, business succession, estate planning and not-for-profit structuring, with particular depth in South Australian tax for private clients and corporate transactions.

Biography

Private and public companies, high net worth individuals and family groups, charities, not-for-profit organisations and superannuation funds in South Australia and nationally. Paul’s client base spans commercial tax advisory for corporate transactions, private client and estate planning work, and governance and structuring for charitable entities. He is a regular speaker on tax and related commercial matters for professional bodies.

Paul advises on the full range of tax matters applicable to private and corporate clients: income tax, CGT, GST, stamp duty, estate and business succession planning, superannuation, and trust structuring. His practice covers tax and stamp duty aspects of major corporate transactions including mergers, acquisitions, restructures and winery consolidations. For private clients, he advises on intergenerational wealth transfer, estate planning and asset protection. For charitable and NFP clients, he advises on ACNC compliance, tax concessions and charitable structures.

Paul’s track record includes major corporate tax mandates, acting for major tax audit clients in dealings with the ATO, advising on property holding group restructures and tax-optimal merger structures across multiple entities.

He is a regular presenter for professional bodies and maintains strong relationships with the Australian Taxation Office through longstanding engagement on behalf of clients in complex audit and structuring matters.

Credentials

Paul's experience

Winery consolidation — Tax and stamp duty

Advising on the tax and stamp duty aspects of the merger and consolidation of several wineries and their associated entities, structuring the transaction to achieve an optimal outcome across multiple ownership structures.

Major property holding group — Restructure

Advising on the tax and stamp duty aspects of the restructure of a major property holding group, addressing CGT, stamp duty concessions and entity restructuring.

ATO audit management

Advising companies involved in major tax audits with the Australian Taxation Office, managing the audit process, preparing submissions and negotiating outcomes on behalf of corporate taxpayers.

Charitable and NFP structuring

Advising charities and not-for-profit organisations on their structures, tax concessions, ACNC compliance and governance, and the tax treatment of various funding and commercial activities.

Private Clients — Estate and succession planning

Advising high net worth individuals and family groups on business succession planning, estate planning, trust structures and superannuation, including intergenerational wealth transfer strategies.

Awards, recognition and ranking