Robert works closely with businesses and their owners to minimise their tax bill and maximise their wealth. He has more than 20 years’ experience, including time on the Tax Office and Treasury Tax Consultation Committees.
Robert's expertise includes:
- Taxation advice
- Superannuation advice
- Taxation disputes
- Indirect taxation advice
- Structuring and Trusts
Robert has written numerous Tax and Business articles and papers as well as speaking at many seminars and conventions.
Experience
ATO objections
The ATO had ordered my client to pay $750,000 in extra tax, GST and penalties. My client agreed to being liable for some but not all of that amount. On her behalf, I prepared and lodged objections and made several submissions. Ultimately, my client only paid $80,000. In another unrelated case, I saved a client a significant amount of payroll tax after successfully negotiating with the State Revenue Office to separate my client’s two businesses for payroll tax purposes.
Tax-effective strategies
I recently devised a tax plan that allowed my client, who was a partner in a business, to leave that business and sell his interest without paying any tax. For another client, a foreign corporation, I devised a strategy that allowed a manager and owner of a subsidiary to exit the business in a most tax effective way.
Qualifications, membership and recognition
- Bachelor of Laws, University of Melbourne
- Bachelor of Commerce, University of Melbourne
- Member, Law Institute of Victoria
- Fellow of The Tax Institute
