Todd is a Senior Associate in Hall & Wilcox’s Tax team, practising predominantly in taxation advisory and disputes, with broader experience in charity law, general commercial matters, trust law and estate planning.
Todd’s work includes tax planning and structuring for high wealth individuals and family groups, managing complex early-stage and litigated taxation disputes, advising on tax-effective succession planning and estate administration, and establishing and advising not-for-profit entities. His key areas of practice include income tax, CGT and superannuation matters, with experience in duty, land tax and payroll tax.
Todd advises clients across the business spectrum, with particular focus on the mid-market. His clients are predominantly high net-worth individuals and family groups, SMEs and the charities and not-for-profit sector.
- Managing complex taxation disputes with federal and state taxation authorities.
- Engaging with federal and state taxation authorities with respect to voluntary disclosures of non-compliance with various tax and duty regimes.
- Advising high wealth individuals and family groups on their family succession plan, and executors on tax-effective estate administration.
- Advising on structuring business sales, mergers, restructures and acquisitions, so as to best take advantage of available tax and duty concessions and rollovers.
- Seeking duty exemptions and concessions in relation to complex group restructures. Advising on the taxation implications of substantial property developments in Victoria and New South Wales.
- Establishing and advising significant private and public charitable organisations.
- Providing tax expert reports for product disclosure statements.
- The Tax Institute
- The Law Society of New South Wales
Tax | 20 Jun 2022
Beware of recent messages encouraging ‘opportunities’ to realise losses on CGT assets prior to 30 June in ‘wash sale’ type arrangements.