Executive summary
Tony is a Tax Partner with BDO in Sydney. He specialises in tax risk management, and has considerable skills in accounting, accounting systems, and commercial issues.
As a leading tax adviser, he is driven and motivated to develop innovative solutions to clients’ complex tax problems. A tax technical expert, Tony ensures clients are in the best possible position to manage ATO reviews.
Tony joined BDO as Partner in 2012. He has been in the profession since 1984, working for a number of global accounting firms, and specialising in tax since 1989.
Expertise
- Income tax assessment
- Capital gains tax, fringe benefits tax, dividends and deemed dividends, employee share plans, and franking
- Taxation of Financial Arrangements (TOFA) compliance
- Tax risk and corporate tax governance, exemptions, consolidation, and losses
- Mergers, acquisitions, restructures, group simplifications, and floats
- Dealing with the ATO, including tax audits, private rulings, public rulings, objections, appeals, dispute resolution, and settlements
- International taxation matters, including residency, foreign income and exemptions, cross-border transactions, and hybrid mismatch rules
- Estate planning, family trusts, trust distributions, interposed entity elections, and penalties
- Independent expert’s reports and opinions
Experience
- Assessing income tax for high net worth individuals and companies
- Handling international taxation matters such as re-domiciling residents to and from Australia, controlled foreign corporations, and foreign-based companies
- Independent expert’s reports and opinions for stock market transactions and litigation matters
- Performing dozens of tax audits, and helping clients navigate them
- Finding cutting-edge solutions to complex tax laws, ensuring tax risk is minimised.
Qualifications and affiliations
- Bachelor of Commerce
- Fellow, CA ANZ
- Fellow, The Tax Institute
- Chartered Tax Adviser, The Tax Institute
Professional engagements and activities
- Adviser to the Australian Government on rewriting the Income Tax Assessment Act
- Member of various Australian Government advisory panels
- Technical Adviser, CA Program, CA ANZ
- Developing and presenting courses in accounting and company law
- Author of various articles for the following publications:
- Tax Journal for The Tax Institute
- Charter Magazine
- Australian Tax Practice (co-author of over 200 pages of commentary on the capital gains tax value shifting provisions).