Daniel provides personal and international tax advice to high net wealth families and individuals including mobile executives and international families. His understanding of the available tax structures enhances personal wealth, protects assets and facilitates family succession including advice around different types of trusts, super funds, and corporate vehicles. Recognising that foreign tax can be viewed […]
Over the course of his career, Allan has advised and resolved complex tax matters ranging from corporate tax, international tax, Goods and Services Tax (GST) and Fringe Benefits Tax (FBT) for clients in a range of industries. With a current focus on the asset management and Not-for-Profit sectors, his understanding of these industries allows him […]
Alison works with her clients to protect and enhance their personal wealth. She assists high net worth individuals, CEOs, private equity executives, fund managers and private business owners, many of whom have international portfolios or assets. Her pragmatic advice helps individuals secure tax effectiveness while attaining their long-term personal aspirations; critically considering the appropriateness of […]
Alan advises private and listed companies on their corporate transactions. With a demonstrable track record, Alan conducts valuations, provides corporate and strategic value advice, and serves as an independent expert. Alan undertakes valuations of businesses, intangible assets, employee equity and complex instruments. His valuation reports allow stakeholders to make informed decisions about corporate transactions and […]
Theo has extensive experience providing advice across all areas of taxation specialising in international tax and business advice to inbound and outbound business clients and wealthy family offices. Over the last 15 years, Theo has been leading his global colleagues in the coordination and advancement of tax expertise within Baker Tilly International through client engagements, […]
Stuart is a specialised tax advisor with qualifications as a practicing lawyer and chartered accountant. Stuart advises on strategic business issues and Federal tax matters for a range of clients, including high net worth individuals and families, listed entities and large private groups. Stuart’s depth and breadth of experience is extensive, including milestone M&A transactions, […]
Denise specialises in helping business owners and high net worth individuals successfully navigate the tax and business aspects of cross-border expansion and movement. She leads international tax at Pitcher Partners Melbourne and oversees an experienced team who help clients understand and negotiate the complexities of international operations. Denise offers practical, commercial advice informed by a […]
Aileen is a highly qualified tax professional with experience providing advice on a broad range of transfer pricing, corporate tax and international tax matters. She specialises in cross-border transactions between related entities across a wide range of industries. Aileen has a proven track record of successfully leading and managing large and complex transfer pricing projects, […]
Brian has extensive professional experience in tax advisory, focussed predominantly on income tax for corporates, trusts and large family groups. He has a broad range of skills gained through providing services to a wide range of clients, from start-ups to large multi-national organisations. Brian also advises on a wide range of both domestic and cross […]
Despite protectionism being on the rise in recent times, the world remains relatively globalised with people choosing to live overseas on a short-term basis, or potentially longer. For Australians who become US residents, a major challenge that often arises is how to handle the tax treatment of a change in residency. From your residency status to buying gifts, there are some key things you need to consider to ensure you meet your tax obligations in the US and Australia.
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