Current Practice

Experience

Qualifications

Publications

• Superannuation contributions on behalf of directors ‑ 15 May 2012
• 30 June 2012 Trustee Resolutions ‑ 03 May 2012
• Trust resettlements: Tax Commissioner withdraws ‘Statement of Principles’ ‑ 03 May 2012
• Directors personally liable for PAYG and superannuation ‑ 01 May 2012
• Personal deductible contributions – Getting it right ‑ 19 April 2012
• Property development and SMSFs - Part 3: Borrowing to develop and documenting the development ‑ 03 April 2012
• Proposed licensing requirements for super fund borrowing arrangements ‑ 27 March 2012
• Stamp duty on trust deeds – 30 days to pay ‑ 21 March 2012
• Property development and SMSFs - Part 2: Investing through a unit trust ‑ 07 March 2012
• ATO targeting independent contractor arrangements ‑ 16 February 2012
• Property investment and SMSFs - Part 1: direct investment ‑ 15 February 2012
• Federal Government endorses IMR regime ‑ 23 December 2011
• Excess contributions and TA 2010/2 withdrawn ‑ 05 December 2011
• Director penalty regime extended to superannuation ‑ 25 October 2011
• Deceased estates & testamentary trusts: SRO confirms duty exemption ‑ 30 September 2011
• Trust Resettlements: High Court refuses Commissioner's application for special leave to appeal in Clark ‑ 16 September 2011
• SMSF borrowing rules: further guidance – SMSFR 2011/D1 ‑ 16 September 2011
• Investment Manager Regime - Exposure Draft legislation ‑ 14 September 2011
• Streaming capital gains and franked dividends: don't miss the deadline - 31 August ‑ 22 August 2011
• Taxation on death: When does a Superannuation income stream end? ‑ 10 August 2011
• Director penalty regime extended to SGC ‑ 28 July 2011
• 30 June deadline for dealing with 2010 UPEs looming ‑ 15 June 2011
• Streaming capital gains and franked dividends in FY2011: We have legislation (and this is what you need to do by 30 June!) ‑ 03 June 2011
• Further update on the Post-Bamford Streaming amendments: Bill expected to be introduced this week! ‑ 01 June 2011
• Limited budget relief for excess concessional contributions ‑ 13 May 2011
• Directors to be personally liable for the superannuation guarantee charge ‑ 11 May 2011
• Further update on the Post-Bamford Streaming Amendments: What your trust deed needs before 30 June 2011 and how we can help ‑ 29 April 2011
• Post-Bamford Streaming Amendments: What your trust deed needs before 30 June 2011 ‑ 21 April 2011
• Trading v Capital Draft Determination ‑ 13 April 2011
• Excess contributions and payments by mistake ‑ 31 March 2011
• The future self managed superannuation funds - the Government response to the Cooper Review ‑ 25 March 2011
• Division 7A& UPEs Final Practice Statement – time to review structures ‑ 22 October 2010
• New Corporations Regulation – Instalment Warrants are financial products ‑ 22 June 2010
• Trust distributions post Bamford: what you need to do before 30 June 2010 ‑ 11 June 2010
• Super funds can refinance under amended borrowing arrangements ‑ 28 May 2010
• MIT tax regime to commence from 1 July 2011 ‑ 10 May 2010
• Increase in philanthropic activity signals growth ‑ 25 March 2010
• Division 7A & Unpaid Trust Distributions: Is it a bird? Is it a plane? No, it's a UPE! ‑ 18 December 2009
• Undisclosed offshore income: last chance to come clean before the gloves come off ‑ 03 December 2009
• ATO targets foreign private equity investors ‑ 17 November 2009
• Final Policy Statement about the Taxation of Employee Share Schemes ‑ 02 July 2009
• Watch out - unpaid present entitlements could be a loan ‑ 30 June 2009
• Rumours of my death have been greatly exaggerated ‑ 05 June 2009
• Excess contributions tax looming ‑ 04 June 2009
• Excess contributions tax table ‑ 04 June 2009
• The death of Employee Share Schemes ‑ 14 May 2009
• Abolishing transition to retirement pensions? Cuts to contributions? ‑ 08 May 2009
• Changes to contribution rules to affect salary sacrifice arrangements ‑ 28 April 2009
• ATO Terrorising Trust Distributions to Bucket Companies ‑ 10 March 2009
• Changes to departing temporary residents' superannuation benefits ‑ 04 March 2009
• Taxpayer wins Agricultural Managed Investment Scheme Case ‑ 20 February 2009
• Relief from minimum pension drawdown requirements ‑ 19 February 2009
• News alert for same-sex relationships ‑ 18 December 2008
• To appeal or not to appeal? ‑ 25 July 2008
• Prescribed Private Funds…your own private charity now…and with tax benefits ‑ 28 March 2008
• Rudd moves to end SG contribution double whammy ‑ 25 March 2008
• Superannuation entitlements to survive a corporate collapse ‑ 14 January 2008
• Labor’s Victory Signals Tax Changes ‑ 26 November 2007
• Deductibility of employer superannuation contributions: new rules ‑ 13 November 2007