Paul advises private and public companies, high net worth individuals and family groups, charities, not-for-profit organisations and superannuation funds in South Australia and nationally. Paul’s client base spans commercial tax advisory for corporate transactions, private client and estate planning work, and governance and structuring for charitable entities. He is a regular speaker on tax and related commercial matters for professional bodies.
Paul advises on the full range of tax matters applicable to private and corporate clients: income tax, CGT, GST, stamp duty, estate and business succession planning, superannuation, and trust structuring. His practice covers tax and stamp duty aspects of major corporate transactions including mergers, acquisitions, restructures and winery consolidations. For private clients, he advises on intergenerational wealth transfer, estate planning and asset protection. For charitable and NFP clients, he advises on ACNC compliance, tax concessions and charitable structures.
Paul’s track record includes major corporate tax mandates, acting for major tax audit clients in dealings with the ATO, advising on property holding group restructures and tax-optimal merger structures across multiple entities.
He is a regular presenter for professional bodies and maintains strong relationships with the Australian Taxation Office through longstanding engagement on behalf of clients in complex audit and structuring matters.
