Anthony is a highly regarded tax practitioner with over 20 years’ experience. He has particular expertise in taxation planning and structuring for corporate and funds clients, including advising on capital raisings, business and fund structuring, mergers and acquisitions, employment taxes and managing reviews and investigations by Federal and state taxation authorities.
Anthony’s current practice primarily focuses on tax advisory, advising in respect of employee share plans and executive remuneration, and undertaking reviews for compliance with employment taxes, including superannuation guarantee and payroll tax. He has specific industry experience in the funds management, software / IT services industries and the property and construction sector.
Experience
- Undertaken numerous reviews of compliance with superannuation guarantee obligations, including pay code reviews, assessing whether superannuation is payable, managing underpayments, providing voluntary disclosures to the ATO and managing ATO reviews and audits in respect of underpaid superannuation.
- Provided advice to many clients regarding compliance with payroll tax obligations, including employee and contractor reviews, the relevant contract provisions and relevant exemptions, the application of the employment agency rules and advice regarding the grouping rules and degrouping. Anthony has also assisted clients with reviews and investigations undertaken by State tax authorities on payroll tax matters.
- Structuring and implementing numerous wholesale and retail investment funds holding a variety of asset classes including property, loans, cryptocurrency and equities for domestic and foreign investors.
- Advised myprosperity on its $40m sale to HUB24 (ASX: HUB), a listed wealth industry provider and supplier of the HUB24 platform.
- Advised Deluxe Small Business Sales, Inc., a wholly owned subsidiary of NYSE-listed Deluxe Corporation, on the sale of all its shares in Hostopia Australia Holding Co Pty Ltd to Newfold Digital, Inc.
- Establishing new business or asset holding structures, both for international and domestic groups that achieve tax effective outcomes for the business and its owners.
- Entering into contractual arrangements with business and investment partners, financiers, suppliers, and customers.
- Advising clients on organic growth strategies and providing transaction assistance on mergers and acquisitions.
- Restructuring existing structures to achieve operational and tax efficiencies.
- Design and implementation of executive and employee remuneration strategies, including share, option, and phantom plans.
- Structuring and planning for exit events such as trade sale or IPO.
- Successfully managing tax disputes for clients on a range of complex transactions in risk reviews and audits, including dealing with garnishee notices, making submissions at the GAAR Panel and utilising FOI legislation to formulate dispute strategy.
- Drafting tax and commercial agreements.
- Reviewing and lodging income tax returns of corporate groups, tax consolidated groups, and family groups, and ensuring that compliance obligations are met.
The Legal 500 Asia Pacific 2022-2024
Tax
- The Tax Institute
- Institute of Chartered Accountants