Our Legal and Accounting Tax Advisers are accredited specialist practitioners in Federal and State Income Tax, GST, Indirect Taxes and Duties including Stamp Duty.
These highly regarded practitioners are selected because of their reputation and specialist knowledge and their practice and understanding of Tax Law.
Clifford Hughes
Bjuris, LLB & LLM Tax Law Principal Clifford Hughes & Associates Brisbane
Principal CHA Associates
QLD
Clifford specialises in providing revenue law and superannuation advice to SME and accounting clients, including Financial Services Regulation, business structuring, succession planning and related corporate and commercial advice.
Bill Cannon is one of Australia's leading Tax Lawyers and is a Tax Partner with Ashurst Legal, Sydney.
A recognised authority on Stamp Duty, GST and other commercially related transaction taxes, Bill is highly regarded for his advice in tax planning and structuri...
Imran is a Chartered Accountant, a CPA and holds a Master degree in Commerce apart from Fellow Membership at Tax Institute of Australia. He is also a Fellow member of Institute of Financial Accountants of UK. He holds membership with the Royal Economic Society at London...
Principal Mathews Tax Lawyers B.Comm LLB (Hons) CTA FTIA
Principal
QLD
Mark Mathews Chartered Tax Adviser and LLB was admitted to practise as a legal practitioner and barrister of the High Court of Australia and Federal Court of Australia in 2001.
Having worked for a number of Big 4 and mid-tier accounting and law firms and practisi...
IFX Legal Tax Advisers and Authors are legally qualified and accredited Tax Specialists. Their qualifications are a minimum LLB (Tax Law) but in many cases are LLM (Tax Law). We contracted Advisers to research and author this document.
Principal Sucession Plus B. Bus (Mgmt), M. Bus (Acct/Finance). LLM (Tax Law), CPA
Principal Succession Plus
NSW
Craig is a widely respected and highly qualified CPA with a particular focus in Succession Planning and Restructuring. Craig is an author of many widely read publications and has attained Masters Degrees in Accounting and Finance, and Tax Law. Craig has a par...
Principal STA Consult South Africa M.Com Economic (Hons) M.Com (SA and International Tax) PhD (Tax)
Principal STA Consult SA
INTL(Other)
CEO STA Konsult (2019 - current)
Specialist Tax Consultant Subcontractor to BDO Tax South Africa (2019 – current)
National Head of BDO Tax South Africa (2014 – 2019)
Member of BDO National Executive (2014 - 2019)
National Head of BDO International Tax and Transfer P...
B Com LLB (Hons I)
(U Syd)FTIA Principal
batallion legal Sydney
Principal batallion legal
NSW
Luis has extensive experience in International Tax, GST and Stamp Duty particularly in the Property, Finance and Insurance Sectors.
Luis has also assisted a number of self-managed superannuation funds with their obligations under superannuation law.
Luis is a hig...
CA CPA LLB BCom Partner Hall and Wilcox Lawyers Melbourne
Partner Hall & Wilcox Lawyers
VIC
Andrew brings his substantial knowledge of taxation and commercial practice to bear on many aspects of business including:
Structuring and restructuring of business and transactions
Superannuation and financial products
Corporatisation and privatisation
Liquida...
Bruce has many years experience as a legal adviser and consultant in commerce. He now leads the commercial division of Duncan Cotterill’s specialist tax team, advising on a wide range of issues including land transactions, business restructuring, sales and acquisitions,...
Through Arthur's work on cross-border transactions he regularly advises foreign based businesses on their investments into Australia, considering tax-effective structuring and Australian regulations.
In addition, Arthur has undertaken extensive employee ince...
David is a recognised specialist practitioner in Income Tax Law. David's practice activities include business and personal tax, capital gains tax, financial services regulation, international tax; trust law; company law (private companies); superannuation...
B.Comm CA GAICD Founding Partner and Tax Adviser Namaru Partners Sydney
Partner
NSW
Patrick specialises in providing advice, advocacy and risk management with respect to a number of indirect taxes, primarily GST, as well as Customs and Excise Duties, Luxury Car Tax and the Wine Equalisation Tax. Before founding Namaru Patrick was a partner at KPMG,...
Principal Mark Chapman Consulting
B.Comm LLM (Tax)(NSW)CA FCPA CTA
Tax Adviser
VIC
Mark Chapman is a tax consultant, writer and presenter. Mark specialises in providing tax planning and financial advisory services to small and medium sized businesses, accounting professionals and individuals.
Mark has extensive experience in dealing with property t...
Principal My Tax Accountant B.Bus (Tax Law) CPA FITA CTA
Principal
VIC
Pat has been involved with many audits, objections and AAT appeals (for and against the ATO) which I have resolved successfully. He has extensive knowledge of individual and small business taxation; especially residency, superannuation, period of review, internatio...
Corporations Law - Corporations Law Panel Members
Our Corporate Law Advisers are accredited specialist practitioners in the Federal Corporations Acts, Not for Profit Entities and State Based Associations.
These highly regarded practitioners are selected because of their reputation and specialist knowledge and their practice and understanding of Corporations Law.
Clifford Hughes
Bjuris, LLB & LLM Tax Law Principal Clifford Hughes & Associates Brisbane
Principal CHA Associates
QLD
Clifford specialises in providing revenue law and superannuation advice to SME and accounting clients, including Financial Services Regulation, business structuring, succession planning and related corporate and commercial advice.
B.Comm LLB (with Merit)UNSW LLM(UNISYD) Partner
Addisons Lawyers Sydney
Partner
NSW
My work involves insolvency and reconstruction, as well as commercial litigation in the following areas:
Insolvency
Recoveries and reconstruction
Corporate litigation
Administrative law
Trade practices
Property litigation
LLB (Hons) BA (Hons) Dwyer Harris Law Firm Sydney NSW
Principal and Legal Director
NSW
Patrick is a Legal Director of Dwyer Harris specialising in financial services regulation, corporate transactions such as acquisitions, fundraising and joint ventures, commercial agreements, and financing transactions including lending and asset finance. His clients...
Principal Mathews Tax Lawyers B.Comm LLB (Hons) CTA FTIA
Principal
QLD
Mark Mathews Chartered Tax Adviser and LLB was admitted to practise as a legal practitioner and barrister of the High Court of Australia and Federal Court of Australia in 2001.
Having worked for a number of Big 4 and mid-tier accounting and law firms and practisi...
Bruce has many years experience as a legal adviser and consultant in commerce. He now leads the commercial division of Duncan Cotterill’s specialist tax team, advising on a wide range of issues including land transactions, business restructuring, sales and acquisitions,...
B.Ec, LLB, M.App.Fin, FAICD, FIPAA, Accredited Specialist in Business Law and Wills and Estate Planning Chairman
Etienne Lawyers
Sydney
Chairman
NSW
Steven is a highly experienced and widely published Corporate Lawyer based in Sydney. Stephen is the Chairman of Etienne Lawyers, a boutique law firm offering a comprehensive range of Corporate and Legal services to Public and Private Sector clients.
Stephen has ...
BA LLB (UNSW)
LLM (UNISYD) Partner Marque Lawyers Pty Ltd Sydney
Partner
NSW
My areas of expertise are:
Mergers and Acquisitions,
Capital raisings and Initial Public Offerings
Corporate and Commercial
Corporate Governance
Competition and Consumer Act 2010
B Ec LLB (Hons) University of Adelaide Partner Addisons Lawyers Sydney
Partner
NSW
The areas of work in which I act include:
Corporate/Financial Services litigation and Corporations Act matters
Insolvency
Recoveries and Reconstruction
General commercial litigation – including claims for breach of contract, equitable remedies, property related a...
Principal: Resources; Corporate Advisory; Equity Capital Markets; and Finance. Allion Legal Perth WA
Partner
WA
Craig heads Allion Legal's resources practice group. Craig has spent 33 years practising in the area of mining and corporate law, with an emphasis on the acquistion and disposal of resource interests, fund raisings, joint venture exploration and the development of minin...
John was admitted to practice in 1975 and since then has practised in many areas of law including anti-discrimination law, commercial and criminal litigation, licensing law, property and commercial law, not for profit corporations and associations, wills and estates...
Through Arthur's work on cross-border transactions he regularly advises foreign based businesses on their investments into Australia, considering tax-effective structuring and Australian regulations.
In addition, Arthur has undertaken extensive employee ince...
With a background in-house and as an investment banker, Daniel understands where clients are coming from. Legal advice not only needs to be technically correct, it needs to be useful.
In advising clients, Daniel brings background experience gained from working in...
Andrew advises corporate clients in all aspects of mergers and acquisitions and corporate governance, as well as contested and negotiated takeovers and corporate and securities law matters.
Jonathan brings both an investment banking and legal background to the table. Previously with Greenhill and Macquarie Group, he’s a leading adviser specialising in M&A, strategic advice, restructurings, financings and capital raisings.
As a result, Jonathan bring...
Sandy is a lawyer with few borders. Her career has focused on international corporate transactions. Six years practising at a top magic circle firm in London and Hong Kong. Secondments to two global investment banks. Adviser on mergers and acquisitions in India and Chin...
Christian Owen specialises in made-to-measure solutions for complex corporate transactions.
Results orientated and cognisant of the drivers behind each deal, Christian has made a career both in a London magic circle firm and in Australia, collaborating with compa...
Stephanie’s clients describe her as pragmatic, inventive and always on the ball with quality evident at all times – traits that serve her well in the fast-paced world of mergers, acquisitions and equity capital markets.
Stephanie’s dedication to the task, quality...
Peter has extensive experience advising companies on all aspects of compliance with key parts of the Corporations Act and ASIC Policy, including in relation to directors duties, corporate governance and the fundraising provisions of the Corporations Act.
He has bee...
Katrecia practices in both transactional and advisory corporate and commercial law. Katrecia has assisted a large range of clients including Australian government departments, local councils, small to medium enterprises (SMEs), private equity firms and large (top 100) ...
B.LegS Macquarie University Partner Addisons Lawyers
Sydney
Partner
NSW
In addition to commercial litigation work and advising on employment law issues, Martin also advise clients in intellectual property disputes including trade marks, patents, copyright, designs passing off and confidential information. He regularly acts for international...
BEc, LLB, GAICD Managing Partner Logie- Smith Lanyon Melbourne
Managing Partner
VIC
Andrew is a forward thinking commercial and corporate lawyer with significant experience in advising on complex commercial transactions both domestically and internationally. Andrew focuses on working with clients to define and achieve business goals and outcomes. <...
Senior Associate and SC
Logie Smith Lanyon Melbourne
Partner
VIC
Susan has broad commercial and governance experience across a range of industries, with a particular specialty in Private Client Services including Personal Asset Protection, Wills and Estates, Superannuation and Personal Employment issues.
David Grant is the Head of the Litigation group at Logie-Smith Lanyon. His expertise includes advising on and conducting litigation involving the Corporations Act, including directors and officers’ fiduciary duties, as well as acting on behalf of shareholders and credit...
Workplace Law - Workplace Law Panel Members Our Workplace Law Advisers are accredited specialist practitioners in the Workplace Law , Employee Awards and Fair Work best practice.
These highly regarded practitioners are selected because of their reputation, specialist knowledge and practice of Federal and State Workplace Law.
Chris McArdle
BA (Sydney) B Leg S (Macquarie)
Principal McArdle Legal Sydney
Principal
NSW
Chris has been accredited as a Specialist by the Law Society of NSW. He advises and represents both corporate and individual clients in all workplace matters including employment issues, anti-discrimination matters, contract disputes and restraint of trade issues.
B.Ec, LLB, M.App.Fin, FAICD, FIPAA, Accredited Specialist in Business Law and Wills and Estate Planning Chairman
Etienne Lawyers
Sydney
Chairman
NSW
Steven is a highly experienced and widely published Corporate Lawyer based in Sydney. Stephen is the Chairman of Etienne Lawyers, a boutique law firm offering a comprehensive range of Corporate and Legal services to Public and Private Sector clients.
Stephen has ...
BA LLB (UNSW)
LLM (UNISYD) Partner Marque Lawyers Pty Ltd Sydney
Partner
NSW
My areas of expertise are:
Mergers and Acquisitions,
Capital raisings and Initial Public Offerings
Corporate and Commercial
Corporate Governance
Competition and Consumer Act 2010
Partner Clayton Utz Lawyers Sydney LLB (UNSW) 1988
Adviser
NSW
Robbie Walker is a partner in the Workplace Relations, Employment & Safety Group who advises clients and acts in court proceedings on all issues relating to employment and human resources, including employment contracts, redundancy, termination and disciplinary procedur...
BA(Hons)LLB,(UNSW)
GDHR Senior Associate Clayton Utz Lawyers Sydney
Adviser
NSW
Abraham has specialised in employment law for over seventeen years and has been responsible for running a number of leading work health and safety, employment and restraint cases. He regularly appears for major corporate clients in industrial tribunals.
Abraham h...
Senior Associate Workplace Law Marque Lawyers Sydney
Adviser
NSW
Employment contracts and service agreements
Terminations of employment (redundancies, unfair dismissals and unlawful terminations), modern
award interpretation, and contractual and statutory employment entitlements
Litigation of the employment variety ...
LLB GAICD Partner Employment and Industrial Relations Logie-Smith Lanyon Melbourne
Adviser
VIC
Rima is the Head of the Employment and Industrial Relations team at Logie-Smith Lanyon. Rima advises employers on all aspects of the employment relationship, as well as acting on behalf of employers in litigious matters at both State and Federal jurisdictional levels.Ask QuestionVideo Conference
Superannuation - Expert Superannuation Advisory Panel Members
Our Legal and Accounting Tax Advisers are accredited specialist practitioners in Superannuation Tax Accounting, Investment Strategy and Auditing.
These highly regarded practitioners are selected because of their reputation and specialist knowledge and their practice and understanding of SISA
Ashley Course
FIPA, MBA, MAcc, B Ed Principal
Arc Super
Principal
VIC
ARC Super is a specialist SMSF Audit firm and provider of SMSF Training and Consulting services. Ashley Course, Director of ARC Super, has over ten years experience working in the SMSF industry including training and consulting to accounting firms, professional accounti...
Bjuris, LLB & LLM Tax Law Principal Clifford Hughes & Associates Brisbane
Principal CHA Associates
QLD
Clifford specialises in providing revenue law and superannuation advice to SME and accounting clients, including Financial Services Regulation, business structuring, succession planning and related corporate and commercial advice.
Imran is a Chartered Accountant, a CPA and holds a Master degree in Commerce apart from Fellow Membership at Tax Institute of Australia. He is also a Fellow member of Institute of Financial Accountants of UK. He holds membership with the Royal Economic Society at London...
Principal Mathews Tax Lawyers B.Comm LLB (Hons) CTA FTIA
Principal
QLD
Mark Mathews Chartered Tax Adviser and LLB was admitted to practise as a legal practitioner and barrister of the High Court of Australia and Federal Court of Australia in 2001.
Having worked for a number of Big 4 and mid-tier accounting and law firms and practisi...
Principal Sucession Plus B. Bus (Mgmt), M. Bus (Acct/Finance). LLM (Tax Law), CPA
Principal Succession Plus
NSW
Craig is a widely respected and highly qualified CPA with a particular focus in Succession Planning and Restructuring. Craig is an author of many widely read publications and has attained Masters Degrees in Accounting and Finance, and Tax Law. Craig has a par...
B Com LLB (Hons I)
(U Syd)FTIA Principal
batallion legal Sydney
Principal batallion legal
NSW
Luis has extensive experience in International Tax, GST and Stamp Duty particularly in the Property, Finance and Insurance Sectors.
Luis has also assisted a number of self-managed superannuation funds with their obligations under superannuation law.
Luis is a hig...
David is a recognised specialist practitioner in Income Tax Law. David's practice activities include business and personal tax, capital gains tax, financial services regulation, international tax; trust law; company law (private companies); superannuation...
Principal Mark Chapman Consulting
B.Comm LLM (Tax)(NSW)CA FCPA CTA
Tax Adviser
VIC
Mark Chapman is a tax consultant, writer and presenter. Mark specialises in providing tax planning and financial advisory services to small and medium sized businesses, accounting professionals and individuals.
Mark has extensive experience in dealing with property t...
Senior Associate and SC
Logie Smith Lanyon Melbourne
Partner
VIC
Susan has broad commercial and governance experience across a range of industries, with a particular specialty in Private Client Services including Personal Asset Protection, Wills and Estates, Superannuation and Personal Employment issues.
Principal My Tax Accountant B.Bus (Tax Law) CPA FITA CTA
Principal
VIC
Pat has been involved with many audits, objections and AAT appeals (for and against the ATO) which I have resolved successfully. He has extensive knowledge of individual and small business taxation; especially residency, superannuation, period of review, internatio...
Corporate Governance - Corporate Governance Panel Members
Our Corporate Governance Advisers are notable members of the AICD and acknowledged experts in Corporate Governance and Board Practice.
These highly regarded executives are selected because of their reputation, specialist knowledge and experience in directing and managing
some of Australia leading corporate entities
Philip Stern
B.Comm LLB (with Merit)UNSW LLM(UNISYD) Partner
Addisons Lawyers Sydney
Partner
NSW
My work involves insolvency and reconstruction, as well as commercial litigation in the following areas:
Insolvency
Recoveries and reconstruction
Corporate litigation
Administrative law
Trade practices
Property litigation
B.Ec, LLB, M.App.Fin, FAICD, FIPAA, Accredited Specialist in Business Law and Wills and Estate Planning Chairman
Etienne Lawyers
Sydney
Chairman
NSW
Steven is a highly experienced and widely published Corporate Lawyer based in Sydney. Stephen is the Chairman of Etienne Lawyers, a boutique law firm offering a comprehensive range of Corporate and Legal services to Public and Private Sector clients.
Stephen has ...
BA LLB (UNSW)
LLM (UNISYD) Partner Marque Lawyers Pty Ltd Sydney
Partner
NSW
My areas of expertise are:
Mergers and Acquisitions,
Capital raisings and Initial Public Offerings
Corporate and Commercial
Corporate Governance
Competition and Consumer Act 2010
OBE BE FAICD FCILT Principal Dale Budd & Associates Canberra ACT
Principal
ACT
Dale has a very broad range of experience in a wide range of industries and in government. He has served on both private and public sector boards. A graduate in engineering, he has been a consultant in management, in government relations and in transport, especia...
With a background in-house and as an investment banker, Daniel understands where clients are coming from. Legal advice not only needs to be technically correct, it needs to be useful.
In advising clients, Daniel brings background experience gained from working in...
B.Comm M.Comm(NSW) Principal Keith Reilly Associates Sydney
Adviser
NSW
Keith has 30 plus years experience in financial reporting including being the technical director and advisor for the Institute of Chartered Accountants in Australia (ICAA). Keith has also worked with the Australian Securities Regulator, has been an advisor to a majo...
Michael Coleman is an experienced director and Chairman. He is a pragmatic risk manager and Audit Committee expert specialising in finance, property, funds management and media.
Michael retired from KPMG on 1 July 2011. His career with KPMG included 30 years as ...
Andrew advises corporate clients in all aspects of mergers and acquisitions and corporate governance, as well as contested and negotiated takeovers and corporate and securities law matters.
Stephanie’s clients describe her as pragmatic, inventive and always on the ball with quality evident at all times – traits that serve her well in the fast-paced world of mergers, acquisitions and equity capital markets.
Stephanie’s dedication to the task, quality...
Peter has extensive experience advising companies on all aspects of compliance with key parts of the Corporations Act and ASIC Policy, including in relation to directors duties, corporate governance and the fundraising provisions of the Corporations Act.
He has bee...
Katrecia practices in both transactional and advisory corporate and commercial law. Katrecia has assisted a large range of clients including Australian government departments, local councils, small to medium enterprises (SMEs), private equity firms and large (top 100) ...
Fellow Australian Institute of Company Directors Perth
Fellow
WA
Terry has a broad range of experience in business and directorship. From background in banking in senior roles with National Australia Bank and Managing Director of BankWest covering 32 years, Terry has been involved in a broad range of chair and director roles in liste...
B.LegS Macquarie University Partner Addisons Lawyers
Sydney
Partner
NSW
In addition to commercial litigation work and advising on employment law issues, Martin also advise clients in intellectual property disputes including trade marks, patents, copyright, designs passing off and confidential information. He regularly acts for international...
B.Comm(NSW) CA FCPA Chartered Accountant Official Liquidator Principal Levi Consulting Sydney
Director
NSW
Commercial solutions in corporations and partnership matters, businesses in distress and dispute. Advanced experience in directors’ duties, insolvent trading, preferences, oppression, business viability, informal and formal restructure. Licensed to act as liquidator rec...
BEc, LLB, GAICD Managing Partner Logie- Smith Lanyon Melbourne
Managing Partner
VIC
Andrew is a forward thinking commercial and corporate lawyer with significant experience in advising on complex commercial transactions both domestically and internationally. Andrew focuses on working with clients to define and achieve business goals and outcomes. <...
A founder and the Managing Director of Boardroom Partners, Jane has worked with boards for over 15 years and is well qualified to advise and assist with board practice and composition. After a career in HR management and policy work for state government, Jane worked as ...
Senior Associate and SC
Logie Smith Lanyon Melbourne
Partner
VIC
Susan has broad commercial and governance experience across a range of industries, with a particular specialty in Private Client Services including Personal Asset Protection, Wills and Estates, Superannuation and Personal Employment issues.
Financial Reporting and Audit - Expert Reporting and Audit Advisory Panel Members
Our Legal and Accounting Tax Advisers are accredited specialist practitioners in Financial Reporting, Accounting Standards and Audit.
These highly regarded practitioners are selected because of their reputation and specialist knowledge of Audit and Reporting practice and rules.
Keith Reilly
B.Comm M.Comm(NSW) Principal Keith Reilly Associates Sydney
Adviser
NSW
Keith has 30 plus years experience in financial reporting including being the technical director and advisor for the Institute of Chartered Accountants in Australia (ICAA). Keith has also worked with the Australian Securities Regulator, has been an advisor to a majo...
Michael Coleman is an experienced director and Chairman. He is a pragmatic risk manager and Audit Committee expert specialising in finance, property, funds management and media.
Michael retired from KPMG on 1 July 2011. His career with KPMG included 30 years as ...
B.Comm(NSW) CA FCPA Chartered Accountant Official Liquidator Principal Levi Consulting Sydney
Director
NSW
Commercial solutions in corporations and partnership matters, businesses in distress and dispute. Advanced experience in directors’ duties, insolvent trading, preferences, oppression, business viability, informal and formal restructure. Licensed to act as liquidator rec...
Risk and Continuity - Expert Risk and Continuity Advisory Panel Members
Our Risk and Continuity Advisers are accredited specialist practitioners. These highly regarded practitioners are selected because of their reputation and specialist knowledge of Risk and Continuity practice and rules.
Clifford Hughes
Bjuris, LLB & LLM Tax Law Principal Clifford Hughes & Associates Brisbane
Principal CHA Associates
QLD
Clifford specialises in providing revenue law and superannuation advice to SME and accounting clients, including Financial Services Regulation, business structuring, succession planning and related corporate and commercial advice.
Principal Sucession Plus B. Bus (Mgmt), M. Bus (Acct/Finance). LLM (Tax Law), CPA
Principal Succession Plus
NSW
Craig is a widely respected and highly qualified CPA with a particular focus in Succession Planning and Restructuring. Craig is an author of many widely read publications and has attained Masters Degrees in Accounting and Finance, and Tax Law. Craig has a par...
B Ec LLB (Hons) University of Adelaide Partner Addisons Lawyers Sydney
Partner
NSW
The areas of work in which I act include:
Corporate/Financial Services litigation and Corporations Act matters
Insolvency
Recoveries and Reconstruction
General commercial litigation – including claims for breach of contract, equitable remedies, property related a...
B.Comm(NSW) CA FCPA Chartered Accountant Official Liquidator Principal Levi Consulting Sydney
Director
NSW
Commercial solutions in corporations and partnership matters, businesses in distress and dispute. Advanced experience in directors’ duties, insolvent trading, preferences, oppression, business viability, informal and formal restructure. Licensed to act as liquidator rec...
Kate is a Partner with Bentleys Corporate Recovery in Sydney. With professional credentials as a liquidator and bankruptcy trustee, Kate has been involved in appointments across a wide range of industries, including financial services, childcare, tourism and hospita...
John is a Partner in the corporate recovery division of based in Sydney. John’s professional career spans over 30 years. John recently joined Bentleys following a role with a ‘Big 4’ firm where he was a partner in the transaction advisory services – corporate restr...
David Grant is the Head of the Litigation group at Logie-Smith Lanyon. His expertise includes advising on and conducting litigation involving the Corporations Act, including directors and officers’ fiduciary duties, as well as acting on behalf of shareholders and credit...
Wills and Estate Planning - Expert Advisory Panel Members
Our Wills and Estate Planning Advisers are accredited specialist practitioners. These highly regarded practitioners are selected because of their reputation and specialist knowledge of Estate Planning practice and rules.
Clifford Hughes
Bjuris, LLB & LLM Tax Law Principal Clifford Hughes & Associates Brisbane
Principal CHA Associates
QLD
Clifford specialises in providing revenue law and superannuation advice to SME and accounting clients, including Financial Services Regulation, business structuring, succession planning and related corporate and commercial advice.
Imran is a Chartered Accountant, a CPA and holds a Master degree in Commerce apart from Fellow Membership at Tax Institute of Australia. He is also a Fellow member of Institute of Financial Accountants of UK. He holds membership with the Royal Economic Society at London...
Principal Mathews Tax Lawyers B.Comm LLB (Hons) CTA FTIA
Principal
QLD
Mark Mathews Chartered Tax Adviser and LLB was admitted to practise as a legal practitioner and barrister of the High Court of Australia and Federal Court of Australia in 2001.
Having worked for a number of Big 4 and mid-tier accounting and law firms and practisi...
Principal Sucession Plus B. Bus (Mgmt), M. Bus (Acct/Finance). LLM (Tax Law), CPA
Principal Succession Plus
NSW
Craig is a widely respected and highly qualified CPA with a particular focus in Succession Planning and Restructuring. Craig is an author of many widely read publications and has attained Masters Degrees in Accounting and Finance, and Tax Law. Craig has a par...
David is a recognised specialist practitioner in Income Tax Law. David's practice activities include business and personal tax, capital gains tax, financial services regulation, international tax; trust law; company law (private companies); superannuation...
B.A LLB (NSW) Principal Szabo and Associates Sydney
Adviser
NSW
George has built the practice with a strong client-focus and by forming close relationships with his clients, whom he advises on a range of matters, including:-
Will Writing
Contesting a Will
Estate Planning
Letters of Administration
Probate
Succession
Purchase...
Senior Associate and SC
Logie Smith Lanyon Melbourne
Partner
VIC
Susan has broad commercial and governance experience across a range of industries, with a particular specialty in Private Client Services including Personal Asset Protection, Wills and Estates, Superannuation and Personal Employment issues.
Commercial and Property - Commercial and Property Advisory Panel Members
Our Commercial and Property Advisers are accredited specialist practitioners. These highly regarded practitioners are selected because of their reputation and specialist knowledge of Commercial and Property practice and rules.
Clifford Hughes
Bjuris, LLB & LLM Tax Law Principal Clifford Hughes & Associates Brisbane
Principal CHA Associates
QLD
Clifford specialises in providing revenue law and superannuation advice to SME and accounting clients, including Financial Services Regulation, business structuring, succession planning and related corporate and commercial advice.
LLB (Hons) BA (Hons) Dwyer Harris Law Firm Sydney NSW
Principal and Legal Director
NSW
Patrick is a Legal Director of Dwyer Harris specialising in financial services regulation, corporate transactions such as acquisitions, fundraising and joint ventures, commercial agreements, and financing transactions including lending and asset finance. His clients...
B Com LLB (Hons I)
(U Syd)FTIA Principal
batallion legal Sydney
Principal batallion legal
NSW
Luis has extensive experience in International Tax, GST and Stamp Duty particularly in the Property, Finance and Insurance Sectors.
Luis has also assisted a number of self-managed superannuation funds with their obligations under superannuation law.
Luis is a hig...
B.Ec, LLB, M.App.Fin, FAICD, FIPAA, Accredited Specialist in Business Law and Wills and Estate Planning Chairman
Etienne Lawyers
Sydney
Chairman
NSW
Steven is a highly experienced and widely published Corporate Lawyer based in Sydney. Stephen is the Chairman of Etienne Lawyers, a boutique law firm offering a comprehensive range of Corporate and Legal services to Public and Private Sector clients.
Stephen has ...
BA LLB (UNSW)
LLM (UNISYD) Partner Marque Lawyers Pty Ltd Sydney
Partner
NSW
My areas of expertise are:
Mergers and Acquisitions,
Capital raisings and Initial Public Offerings
Corporate and Commercial
Corporate Governance
Competition and Consumer Act 2010
Andrew advises corporate clients in all aspects of mergers and acquisitions and corporate governance, as well as contested and negotiated takeovers and corporate and securities law matters.
Peter has extensive experience advising companies on all aspects of compliance with key parts of the Corporations Act and ASIC Policy, including in relation to directors duties, corporate governance and the fundraising provisions of the Corporations Act.
He has bee...
Katrecia practices in both transactional and advisory corporate and commercial law. Katrecia has assisted a large range of clients including Australian government departments, local councils, small to medium enterprises (SMEs), private equity firms and large (top 100) ...
B.Comm(NSW) CA FCPA Chartered Accountant Official Liquidator Principal Levi Consulting Sydney
Director
NSW
Commercial solutions in corporations and partnership matters, businesses in distress and dispute. Advanced experience in directors’ duties, insolvent trading, preferences, oppression, business viability, informal and formal restructure. Licensed to act as liquidator rec...
BEc, LLB, GAICD Managing Partner Logie- Smith Lanyon Melbourne
Managing Partner
VIC
Andrew is a forward thinking commercial and corporate lawyer with significant experience in advising on complex commercial transactions both domestically and internationally. Andrew focuses on working with clients to define and achieve business goals and outcomes. <...
Kate is a Partner with Bentleys Corporate Recovery in Sydney. With professional credentials as a liquidator and bankruptcy trustee, Kate has been involved in appointments across a wide range of industries, including financial services, childcare, tourism and hospita...
David is a recognised specialist practitioner in Income Tax Law. David's practice activities include business and personal tax, capital gains tax, financial services regulation, international tax; trust law; company law (private companies); superannuation...
David Grant is the Head of the Litigation group at Logie-Smith Lanyon. His expertise includes advising on and conducting litigation involving the Corporations Act, including directors and officers’ fiduciary duties, as well as acting on behalf of shareholders and credit...
LLB(Hons)B.Com(Hons) Partner Property and Construction Logie-Smith Lanyon Melbourne
Partner
VIC
Michael has expertise across all aspects of commercial property transactions including industrial, commercial, residential apartment and broad acre developments. Michael advises on all aspects of property development from the acquisition of the site, closing lanes a...
BAS/Bookkeepingg - Expert BAS/Bookkeeping Advisory Panel Members
Our BAS/Bookkeeping Advisers are accredited specialist practitioners. These highly regarded practitioners are selected because of their reputation and specialist knowledge of BAS/Bookkeeping practice and rules.
Clifford Hughes
Bjuris, LLB & LLM Tax Law Principal Clifford Hughes & Associates Brisbane
Principal CHA Associates
QLD
Clifford specialises in providing revenue law and superannuation advice to SME and accounting clients, including Financial Services Regulation, business structuring, succession planning and related corporate and commercial advice.
Imran is a Chartered Accountant, a CPA and holds a Master degree in Commerce apart from Fellow Membership at Tax Institute of Australia. He is also a Fellow member of Institute of Financial Accountants of UK. He holds membership with the Royal Economic Society at London...
Principal Mathews Tax Lawyers B.Comm LLB (Hons) CTA FTIA
Principal
QLD
Mark Mathews Chartered Tax Adviser and LLB was admitted to practise as a legal practitioner and barrister of the High Court of Australia and Federal Court of Australia in 2001.
Having worked for a number of Big 4 and mid-tier accounting and law firms and practisi...
B Com LLB (Hons I)
(U Syd)FTIA Principal
batallion legal Sydney
Principal batallion legal
NSW
Luis has extensive experience in International Tax, GST and Stamp Duty particularly in the Property, Finance and Insurance Sectors.
Luis has also assisted a number of self-managed superannuation funds with their obligations under superannuation law.
Luis is a hig...
David is a recognised specialist practitioner in Income Tax Law. David's practice activities include business and personal tax, capital gains tax, financial services regulation, international tax; trust law; company law (private companies); superannuation...
B.Comm CA GAICD Founding Partner and Tax Adviser Namaru Partners Sydney
Partner
NSW
Patrick specialises in providing advice, advocacy and risk management with respect to a number of indirect taxes, primarily GST, as well as Customs and Excise Duties, Luxury Car Tax and the Wine Equalisation Tax. Before founding Namaru Patrick was a partner at KPMG,...
Principal Mark Chapman Consulting
B.Comm LLM (Tax)(NSW)CA FCPA CTA
Tax Adviser
VIC
Mark Chapman is a tax consultant, writer and presenter. Mark specialises in providing tax planning and financial advisory services to small and medium sized businesses, accounting professionals and individuals.
Mark has extensive experience in dealing with property t...
Principal My Tax Accountant B.Bus (Tax Law) CPA FITA CTA
Principal
VIC
Pat has been involved with many audits, objections and AAT appeals (for and against the ATO) which I have resolved successfully. He has extensive knowledge of individual and small business taxation; especially residency, superannuation, period of review, internatio...
Financial Services - Expert AFSR Advisory Panel Members
Our Legal and Accounting Advisers are accredited specialist practitioners in Financial Services, Superannuation and Financial Planning
These highly regarded practitioners are selected because of their reputation and specialist knowledge and their practice and understanding of
AFSR and Legislation
Clifford Hughes
Bjuris, LLB & LLM Tax Law Principal Clifford Hughes & Associates Brisbane
Principal CHA Associates
QLD
Clifford specialises in providing revenue law and superannuation advice to SME and accounting clients, including Financial Services Regulation, business structuring, succession planning and related corporate and commercial advice.
LLB (Hons) BA (Hons) Dwyer Harris Law Firm Sydney NSW
Principal and Legal Director
NSW
Patrick is a Legal Director of Dwyer Harris specialising in financial services regulation, corporate transactions such as acquisitions, fundraising and joint ventures, commercial agreements, and financing transactions including lending and asset finance. His clients...
Principal Sucession Plus B. Bus (Mgmt), M. Bus (Acct/Finance). LLM (Tax Law), CPA
Principal Succession Plus
NSW
Craig is a widely respected and highly qualified CPA with a particular focus in Succession Planning and Restructuring. Craig is an author of many widely read publications and has attained Masters Degrees in Accounting and Finance, and Tax Law. Craig has a par...
B.Ec, LLB, M.App.Fin, FAICD, FIPAA, Accredited Specialist in Business Law and Wills and Estate Planning Chairman
Etienne Lawyers
Sydney
Chairman
NSW
Steven is a highly experienced and widely published Corporate Lawyer based in Sydney. Stephen is the Chairman of Etienne Lawyers, a boutique law firm offering a comprehensive range of Corporate and Legal services to Public and Private Sector clients.
Stephen has ...
With a background in-house and as an investment banker, Daniel understands where clients are coming from. Legal advice not only needs to be technically correct, it needs to be useful.
In advising clients, Daniel brings background experience gained from working in...
David is a recognised specialist practitioner in Income Tax Law. David's practice activities include business and personal tax, capital gains tax, financial services regulation, international tax; trust law; company law (private companies); superannuation...
Principal Mark Chapman Consulting
B.Comm LLM (Tax)(NSW)CA FCPA CTA
Tax Adviser
VIC
Mark Chapman is a tax consultant, writer and presenter. Mark specialises in providing tax planning and financial advisory services to small and medium sized businesses, accounting professionals and individuals.
Mark has extensive experience in dealing with property t...
Steve has strong Business Management and Project Delivery skills, having succesfully managed sophisticated technology projects in Europe, Asia and Australia,
Steve has extensive experience in adapting leading edge technologies for business applications including Enterprise Search and Internet projects within the Legal and Government Sector
Specialties: Enterprise Search within the Legal Industry
Networking for Legal and Accounting Professionals
Business Start Ups and Development
Arthur Athanasiou
BEC LLM (Melbourne) FTIA Accredited Tax Specialist Law Institute of Victoria Partner
Thomsons Lawyers
Melbourne
Adviser
VIC
Arthur has been a Partner of Thomsons Lawyers since 2010 and is Accredited Tax Law Specialist in Victoria. Athur's expert commentary on Income Tax law is widely published, and he is the author of several Information Exchange publications
Chris Ketsakidis
B.Sc. LLB Partner
Maurice Blackburn Cashman
Melbourne
Partner - Superannuation
VIC
Chris works extensively in commercial, tax and superannuation law focusing on commercial transactions and business structuring, income and capital gains tax issues and on prudential, commercial and taxation issues affecting superannuation and redundancy funds. Chris advises a range of private and public sector funds, including :
Corporate superannuation funds
Self managed superannuation funds
Small APRA approved funds
Industry superannuation funds, and
Redundancy funds.
Chris is a regular speaker at seminars and the author of numerous articles and papers published by the Tax Institute of Australia, the Leo Cussen Institute and Legal and Accounting Management Seminars Pty Limited (LAAMS).
Ashley Course
FIPA, MBA, MAcc, B Ed Principal
Arc Super
Principal
VIC
ARC Super is a specialist SMSF Audit firm and provider of SMSF Training and Consulting services. Ashley Course, Director of ARC Super, has over ten years experience working in the SMSF industry including training and consulting to accounting firms, professional accounting bodies, software providers, universities and more.
Ashley has extensive experience developing SMSF and SME audit software and programmes for the industry and professional accounting bodies.
Ashley is a co-founder and former director of an audit software company, and is regularly sought by other audit software providers and accounting firms to design and provide input into their audit programmes.
Joseph Catanzariti
BA(NSW) LLB(NSW) Partner
Clayton Utz Sydney
Partner - Workplace Relations
NSW
Over many years, Joe has been a trusted adviser to some of Australia's largest organisations on all aspects of employment law and workplace relations, including industrial disputes, conciliation and arbitration before State and Federal Courts, occupational health and safety, employee fraud, discrimination, senior executive payouts and terminations.
His depth of experience advising major corporate clients on a wide range of issues has afforded him unique insights into the design and development of long term industrial relations and risk management strategies. As one of Australia's most accomplished workplace relations lawyers, his counsel is frequently sought on major investigations and his judgement on the conduct of significant matters is highly regarded
Clifford Hughes
Bjuris, LLB & LLM Tax Law Principal Clifford Hughes & Associates Brisbane
Principal CHA Associates
QLD
Clifford specialises in providing revenue law and superannuation advice to SME and accounting clients, including Financial Services Regulation, business structuring, succession planning and related corporate and commercial advice.
William Cannon
LLM (Tax Law) Partner Ashurst Legal Sydney
Tax Partner Ashurst Legal
NSW
Bill Cannon is one of Australia's leading Tax Lawyers and is a Tax Partner with Ashurst Legal, Sydney.
A recognised authority on Stamp Duty, GST and other commercially related transaction taxes, Bill is highly regarded for his advice in tax planning and structuring for high value transactions.
Philip Stern
B.Comm LLB (with Merit)UNSW LLM(UNISYD) Partner
Addisons Lawyers Sydney
Partner
NSW
My work involves insolvency and reconstruction, as well as commercial litigation in the following areas:
Insolvency
Recoveries and reconstruction
Corporate litigation
Administrative law
Trade practices
Property litigation
Patrick Dwyer
LLB (Hons) BA (Hons) Dwyer Harris Law Firm Sydney NSW
Principal and Legal Director
NSW
Patrick is a Legal Director of Dwyer Harris specialising in financial services regulation, corporate transactions such as acquisitions, fundraising and joint ventures, commercial agreements, and financing transactions including lending and asset finance. His clients include financial services providers and major industrial companies. Patrick is valued by his clients for his clear, commercial advice and high levels of service. He has extensive legal experience as an in-house legal counsel and private legal practice.
Patrick is admitted to practice law in New South Wales, Victoria, Australian Capital Territory, High Court of Australia, England and Wales, and New York.
He is also a public notary.
Imran Hussain
B.Comm, LLB, MBA, CPA FITA, FIPA, ABA, LIV
Tax Adviser
VIC
Imran is a Chartered Accountant, a CPA and holds a Master degree in Commerce apart from Fellow Membership at Tax Institute of Australia. He is also a Fellow member of Institute of Financial Accountants of UK. He holds membership with the Royal Economic Society at London. He is also Registered at American Bar association and International Bar Association, Bar Council of India and Law Institute of Victoria. Imran has extensive experience and Industry leadership in leading Tax Compliance, Tax Strategy, and Tax Consulting engagements serving various listed entities, small and middle market clients, private and corporate clients in Australia.
Mark Mathews
Principal Mathews Tax Lawyers B.Comm LLB (Hons) CTA FTIA
Principal
QLD
Mark Mathews Chartered Tax Adviser and LLB was admitted to practise as a legal practitioner and barrister of the High Court of Australia and Federal Court of Australia in 2001.
Having worked for a number of Big 4 and mid-tier accounting and law firms and practising as a tax law barrister, Mark has extensive experience in providing commercially focused and practical tax advice to large corporates, SME’s and high wealth individuals.
IFX Legal Tax Team
IFX Legal Tax Advisers and Authors are legally qualified and accredited Tax Specialists. Their qualifications are a minimum LLB (Tax Law) but in many cases are LLM (Tax Law). We contracted Advisers to research and author this document.
Steve Bonner CEO of IFX Legal
NSW
Chris McArdle
BA (Sydney) B Leg S (Macquarie)
Principal McArdle Legal Sydney
Principal
NSW
Chris has been accredited as a Specialist by the Law Society of NSW. He advises and represents both corporate and individual clients in all workplace matters including employment issues, anti-discrimination matters, contract disputes and restraint of trade issues.
Craig West
Principal Sucession Plus B. Bus (Mgmt), M. Bus (Acct/Finance). LLM (Tax Law), CPA
Principal Succession Plus
NSW
Craig is a widely respected and highly qualified CPA with a particular focus in Succession Planning and Restructuring. Craig is an author of many widely read publications and has attained Masters Degrees in Accounting and Finance, and Tax Law. Craig has a particular interest in the CGT implications of Succession Planning and is highly regarded as a presenter and commentator.
Dr. Ferdie Schneider
Principal STA Consult South Africa M.Com Economic (Hons) M.Com (SA and International Tax) PhD (Tax)
Principal STA Consult SA
INTL(Other)
CEO STA Konsult (2019 - current)
Specialist Tax Consultant Subcontractor to BDO Tax South Africa (2019 – current)
National Head of BDO Tax South Africa (2014 – 2019)
Member of BDO National Executive (2014 - 2019)
National Head of BDO International Tax and Transfer Pricing (2018 – 2019)
Tax Partner KPMG (2005 – 2014)
Private Business (2004 – 2005)
Tax Partner Deloitte (1997 – 2003)
Senior Economist National Treasury (1993 – 1996)
Senior Tax Specialist SARS (1990 – 1992)
Luis Batalha
B Com LLB (Hons I)
(U Syd)FTIA Principal
batallion legal Sydney
Principal batallion legal
NSW
Luis has extensive experience in International Tax, GST and Stamp Duty particularly in the Property, Finance and Insurance Sectors.
Luis has also assisted a number of self-managed superannuation funds with their obligations under superannuation law.
Luis is a highly qualified, distinguished taxation and superannuation lawyer with years of experience in a number of major firms including :
Phillips Fox Lawyers
Advising internal and external clients on the taxation implications of funds, management and insurance products, major development projects, financings, restructurings, joint ventures and trust arrangements.
Mallesons Stephen Jaques
Advising top clients on the stamp duty implications of major transactions, including mergers and acquisitions, financings, restructurings, joint ventures and trust arrangements
KPMG
Advising clients on the corporate and income tax implications of transactions.General income tax compliance work and research.
Advising on Ralph Review o
Andrew OBryan
CA CPA LLB BCom Partner Hall and Wilcox Lawyers Melbourne
Partner Hall & Wilcox Lawyers
VIC
Andrew brings his substantial knowledge of taxation and commercial practice to bear on many aspects of business including:
Structuring and restructuring of business and transactions
Superannuation and financial products
Corporatisation and privatisation
Liquidations and reconstructions
Succession and estate planning
Andrew advises accounting and legal firms on their clients’ affairs. He also draws clients from industry and commerce, publicly listed and large private companies.
He works with companies involved in providing power, manufacturing, transport and distribution, construction, electrical and engineering contracting, friendly societies and not for profit associations.
Bruce Patterson
LLB Partner Duncan Cotterill Auckland NZ
Partner Duncan Cotterill
INTL(Other)
Bruce has many years experience as a legal adviser and consultant in commerce. He now leads the commercial division of Duncan Cotterill’s specialist tax team, advising on a wide range of issues including land transactions, business restructuring, sales and acquisitions, the taxation of trusts and trans-Tasman taxation issues.
Having developed broad skills in commercial, company and property law, Bruce brings a "can-do" approach to business strategy and tax planning.
Bruce is an active seminar presenter for the Law Society, among others, and has presented on many topics including doing business in Australia, company constitutions and general business law.
Steven Brown
B.Ec, LLB, M.App.Fin, FAICD, FIPAA, Accredited Specialist in Business Law and Wills and Estate Planning Chairman
Etienne Lawyers
Sydney
Chairman
NSW
Steven is a highly experienced and widely published Corporate Lawyer based in Sydney. Stephen is the Chairman of Etienne Lawyers, a boutique law firm offering a comprehensive range of Corporate and Legal services to Public and Private Sector clients.
Stephen has a particular interest in Corporate Law and Governance and Financial Services Regulation.
Kristy Dixon
BA LLB (UNSW)
LLM (UNISYD) Partner Marque Lawyers Pty Ltd Sydney
Partner
NSW
My areas of expertise are:
Mergers and Acquisitions,
Capital raisings and Initial Public Offerings
Corporate and Commercial
Corporate Governance
Competition and Consumer Act 2010
Nicole Tyson
B Ec LLB (Hons) University of Adelaide Partner Addisons Lawyers Sydney
Partner
NSW
The areas of work in which I act include:
Corporate/Financial Services litigation and Corporations Act matters
Insolvency
Recoveries and Reconstruction
General commercial litigation – including claims for breach of contract, equitable remedies, property related and Corporations Act litigation.
Craig Readhead
Principal: Resources; Corporate Advisory; Equity Capital Markets; and Finance. Allion Legal Perth WA
Partner
WA
Craig heads Allion Legal's resources practice group. Craig has spent 33 years practising in the area of mining and corporate law, with an emphasis on the acquistion and disposal of resource interests, fund raisings, joint venture exploration and the development of mining and mining infrastructure projects. He is a recognised leader in resources law.
John Ralston
BA LLB (Sydney) Partner Pigott Stinson Sydney NSW
Partner
NSW
John was admitted to practice in 1975 and since then has practised in many areas of law including anti-discrimination law, commercial and criminal litigation, licensing law, property and commercial law, not for profit corporations and associations, wills and estates.
However, for at least 30 years he has been acting extensively for registered clubs and practising in the wide scope of law which impacts on clubs and the club industry. He has acted for a large number of registered clubs and for club industry associations. He is one of the leading legal practitioners in the club industry.
Dale Budd
OBE BE FAICD FCILT Principal Dale Budd & Associates Canberra ACT
Principal
ACT
Dale has a very broad range of experience in a wide range of industries and in government. He has served on both private and public sector boards. A graduate in engineering, he has been a consultant in management, in government relations and in transport, especially the rail sector.
He was chief of staff to ministers including Malcolm Fraser as Prime Minister.
He served on the board of the Australian Institute of Company Directors (AICD)and is chairman of its annual forum on public sector governance.
Dale is a Fellow of the AICD and a Fellow of the Chartered Institute of Logistics and Transport.
Arthur Davis
B.Econ LLB Partner Addisons Lawyers, Sydney
Partner
NSW
Through Arthur's work on cross-border transactions he regularly advises foreign based businesses on their investments into Australia, considering tax-effective structuring and Australian regulations.
In addition, Arthur has undertaken extensive employee incentive plan work, particularly for Australian subsidiaries of European and North American groups.
Arthur's industry experience includes:
Technology
Sales and Distribution
Mining and Resources
Agriculture
Financial Services
Professional Services
Health Services
Daniel Goldberg
BSc LLB (UNSW) Partner Addisons Lawyers Sydney
Partner
NSW
With a background in-house and as an investment banker, Daniel understands where clients are coming from. Legal advice not only needs to be technically correct, it needs to be useful.
In advising clients, Daniel brings background experience gained from working in private legal practice, as an in-house counsel and as an investment banker.
Keith Reilly
B.Comm M.Comm(NSW) Principal Keith Reilly Associates Sydney
Adviser
NSW
Keith has 30 plus years experience in financial reporting including being the technical director and advisor for the Institute of Chartered Accountants in Australia (ICAA). Keith has also worked with the Australian Securities Regulator, has been an advisor to a major Australian stock broking firm, and was the Research Director of an Australian Big 4 Firm.
Keith writes and lectures extensively on financial reporting and assurance issues. He is a former member of the Australian Accounting Standards Board’s Urgent Issues Group, the Section Editor of Lexis-Nexis Corporations Law publications, a member of the Accounting Professional and Ethical Standards Board’s Code of Ethics TaskForce, a member of the Australian Institute of Company Directors Financial Reporting Committee, a member of Macquarie University’s Advisory Board’s Department of Accounting and Corporate Governance, and various ICAA, CPA Australia, and IPA Committees.
Keith has also provided consulting services
Michael Coleman
BCom MCom FCA FCPA FAICD Principal Sydney
Director
NSW
Michael Coleman is an experienced director and Chairman. He is a pragmatic risk manager and Audit Committee expert specialising in finance, property, funds management and media.
Michael retired from KPMG on 1 July 2011. His career with KPMG included 30 years as an audit partner and practice leader,having led both Audit and Risk Management & Regulation. For 10 years Michael had direct executive responsibility for risk and
regulatory management in KPMG across Asia. He has extensive financial reporting and corporate governance capability,
together with government and regulatory experience.
Appointed to the Macquarie Group and Macquarie Bank boards in November 2012, Michael became Chairman of the Group and Bank Audit Committees in July 2013. He is a member of the Reserve Bank of Australia’s Audit Committee and was Chairman of ING Management Ltd.
Michael is Adjunct Professor, Australian School of Business, University of New South Wales; Deputy Chairman
Andrew Lumsden
Partner Corrs Chambers Westgarth Sydney
Partner - Corporate
NSW
Andrew advises corporate clients in all aspects of mergers and acquisitions and corporate governance, as well as contested and negotiated takeovers and corporate and securities law matters.
Jonathan Farrer
Partner Corrs Chambers Westgarth Melbourne
Partner
VIC
Jonathan brings both an investment banking and legal background to the table. Previously with Greenhill and Macquarie Group, he’s a leading adviser specialising in M&A, strategic advice, restructurings, financings and capital raisings.
As a result, Jonathan brings a truly commercial perspective to legal advice and has built a strong network of senior contacts in the corporate and investment banking community
Sandy Mak
Partner Corrs Chambers Westgarth Sydney
Partner
NSW
Sandy is a lawyer with few borders. Her career has focused on international corporate transactions. Six years practising at a top magic circle firm in London and Hong Kong. Secondments to two global investment banks. Adviser on mergers and acquisitions in India and China.
Sandy has a strong background in regulated M&A, including schemes of arrangement, takeovers and dual-listed company structures. She also advises on private M&A transactions, equity raisings, corporate restructures, buy-backs, ASIC and ASX regulatory work, foreign investment regulations and general corporate and commercial transactions.
Christian Owen
Partner Corrs Chambers Westgarth Perth
Partner
WA
Christian Owen specialises in made-to-measure solutions for complex corporate transactions.
Results orientated and cognisant of the drivers behind each deal, Christian has made a career both in a London magic circle firm and in Australia, collaborating with companies to face their legal challenges head on.
From domestic or cross-border mergers and acquisitions, fund raising, governance and head office advisory issues to providing corporate and commercial law guidance, Christian finds the right solution for his mix of public and private company and private investment scheme clients.
Stephanie Daveson
Partner Corrs Chambers Westgarth Brisbane
Partner
QLD
Stephanie’s clients describe her as pragmatic, inventive and always on the ball with quality evident at all times – traits that serve her well in the fast-paced world of mergers, acquisitions and equity capital markets.
Stephanie’s dedication to the task, quality outcomes and common sense approach, has earned her the loyalty of large clients through successive deals. She is also an expert on securities industry law and corporate governance.
Peter Shaw
Partner Ash Street Lawyers Sydney
Partner
NSW
Peter has extensive experience advising companies on all aspects of compliance with key parts of the Corporations Act and ASIC Policy, including in relation to directors duties, corporate governance and the fundraising provisions of the Corporations Act.
He has been a member of the Law Committee of the Australian Institute of Company Directors since 2001 and in that role, regularly participates in the preparation of submissions to government bodies and other organisations, lobbying on behalf of directors of Australian companies concerning changes to legislation of particular relevance to directors and senior officers of corporate bodies.
Peter also has a very good understanding of, and is often called upon to advise on, the broader corporate governance processes relevant to the control and direction of organisations, both in connection with ASX listings, where the ASX principles of good corporate governance apply, and in the broader context.
Katrecia March
BA LLM Senior Associate Ash Street Lawyers Sydney
Senior Associate
NSW
Katrecia practices in both transactional and advisory corporate and commercial law. Katrecia has assisted a large range of clients including Australian government departments, local councils, small to medium enterprises (SMEs), private equity firms and large (top 100) listed companies in a range of sectors including telecommunications, transport and life sciences. Katrecia has particular expertise advising companies on all aspects of corporate compliance including corporate governance, ASX/ASIC compliance, meeting procedure, directors' duties, fundraising and the Foreign Acquisitions and Takeovers Act.
Terry Budge
Fellow Australian Institute of Company Directors Perth
Fellow
WA
Terry has a broad range of experience in business and directorship. From background in banking in senior roles with National Australia Bank and Managing Director of BankWest covering 32 years, Terry has been involved in a broad range of chair and director roles in listed, unlisted, not-for-profit
and educational organisations over the past 10 years. Is currently a director of Westoz Investment Company a member of the Board of Advice for AON Risk Services in Australia and WA Chair of The Big Issue.
Terry has a long association with the AICD as WA Chairman, National Board Member and Chair of the National Conference Committee.
Martin OConnor
B.LegS Macquarie University Partner Addisons Lawyers
Sydney
Partner
NSW
In addition to commercial litigation work and advising on employment law issues, Martin also advise clients in intellectual property disputes including trade marks, patents, copyright, designs passing off and confidential information. He regularly acts for international patent owners in appeals from the Patent Office, and in complex revocation and infringement proceedings before the Federal Court of Australia.
Martin is a registered trade marks attorney and advises extensively in relation to brand protection issues. His work has also included significant numbers of trade practices matters particularly those involving consumer protection provisions of the Australian Consumer Law.
Martin is regularly rated as a leading Australian litigation practitioner in various legal publications including being named in the 2013 and 2014 editions of "Best Lawyers in Australia" as published in the Australian Financial Review.
David Levi
B.Comm(NSW) CA FCPA Chartered Accountant Official Liquidator Principal Levi Consulting Sydney
Director
NSW
Commercial solutions in corporations and partnership matters, businesses in distress and dispute. Advanced experience in directors’ duties, insolvent trading, preferences, oppression, business viability, informal and formal restructure. Licensed to act as liquidator receiver administrator including Federal and Supreme Court appointments.
Andrew Logie-Smith
BEc, LLB, GAICD Managing Partner Logie- Smith Lanyon Melbourne
Managing Partner
VIC
Andrew is a forward thinking commercial and corporate lawyer with significant experience in advising on complex commercial transactions both domestically and internationally. Andrew focuses on working with clients to define and achieve business goals and outcomes.
Andrew acts for listed and unlisted companies and not for profit organisations. He advises on business structuring, Corporations Act and ASX requirements, mergers and acquisitions, contract negotiation and project management. Andrew is also an experienced company director and increasingly involved in the corporate governance its interplay with directors' duties and responsibilities.
Robbie Walker
Partner Clayton Utz Lawyers Sydney LLB (UNSW) 1988
Adviser
NSW
Robbie Walker is a partner in the Workplace Relations, Employment & Safety Group who advises clients and acts in court proceedings on all issues relating to employment and human resources, including employment contracts, redundancy, termination and disciplinary procedures, policies and handbooks, discrimination and harassment, equal employment opportunity, unfair dismissal, occupational health and safety, fraud and white collar crime, confidential information, restraint of trade and protection of business information.
Kate Barnet
Partner Bentleys Corporate Reconstruction Sydney
Director
NSW
Kate is a Partner with Bentleys Corporate Recovery in Sydney. With professional credentials as a liquidator and bankruptcy trustee, Kate has been involved in appointments across a wide range of industries, including financial services, childcare, tourism and hospitality, transport, manufacturing, property and construction, and retail.
John Gibbons
Director Bentleys Corporate Reconstruction Sydney
Director
NSW
John is a Partner in the corporate recovery division of based in Sydney. John’s professional career spans over 30 years. John recently joined Bentleys following a role with a ‘Big 4’ firm where he was a partner in the transaction advisory services – corporate restructuring division and leader of the firm’s national corporate restructuring practice.
David Garde
B.Ec LLB
Principal The Tax Objection Sydney NSW
Adviser
NSW
David is a recognised specialist practitioner in Income Tax Law. David's practice activities include business and personal tax, capital gains tax, financial services regulation, international tax; trust law; company law (private companies); superannuation (self-managed funds);estate planning; tax litigation; stamp duties; business structuring; acquisitions; commercial law
Abraham Ash
BA(Hons)LLB,(UNSW)
GDHR Senior Associate Clayton Utz Lawyers Sydney
Adviser
NSW
Abraham has specialised in employment law for over seventeen years and has been responsible for running a number of leading work health and safety, employment and restraint cases. He regularly appears for major corporate clients in industrial tribunals.
Abraham has extensive experience in advising on and appearing for clients (both government and private sectors), in respect of a broad range of workplace relations matters including: employment contract negotiation, interpretation and drafting, employment law aspects of takeovers, mergers and reconstructions, unfair dismissal claims, common law employment litigation, post employment restraints and confidential information, statutory and award entitlements, workplace policies, fraud and white collar crime.
Jane Bridge
Principal
Boardroom Partners
Sydney
Principal
NSW
A founder and the Managing Director of Boardroom Partners, Jane has worked with boards for over 15 years and is well qualified to advise and assist with board practice and composition. After a career in HR management and policy work for state government, Jane worked as a consultant specialising in leadership and planning. She has worked as a consultant to boards advising on a range of matters relating to recruitment of directors and performance of boards. Jane is interested in the human elements of governance, and in the difference that can be made by active and effective boards.
Jane is a member of the Australian Institute of Company Directors; The Australian Institute of Management; the Australian Institute of Management Consultants and Chief Executive Women. She is a member of the Advisory Board for the School of Corporate Governance at the University of Technology - Sydney and the Council of the University of Wollongong. She has qualifications in design, education and ma
Richard Wilkins
BSc BCom Tax Consultant
Webb Martin Consulting
Melbeourne VIC
Adviser
VIC
Commencing at a big four accounting firm, Richard has a number of years’ experience advising on income tax issues relating to SMEs. He regularly assists clients with income tax return preparation, small business CGT concessions and trust streaming.
Patrick Hunt
B.Comm CA GAICD Founding Partner and Tax Adviser Namaru Partners Sydney
Partner
NSW
Patrick specialises in providing advice, advocacy and risk management with respect to a number of indirect taxes, primarily GST, as well as Customs and Excise Duties, Luxury Car Tax and the Wine Equalisation Tax. Before founding Namaru Patrick was a partner at KPMG, Minter Ellison and Ash Street for nearly thirty years with clients ranging from SMEs, government departments and business enterprises, to major national and international corporations. Patrick has extensive industry knowledge and experience particularly in the Real Estate and Construction sectors, Consumer and Industrial markets, Information,Technology and Communications, Media and Entertainment, Energy and Natural Resources.
George Szabo
B.A LLB (NSW) Principal Szabo and Associates Sydney
Adviser
NSW
George has built the practice with a strong client-focus and by forming close relationships with his clients, whom he advises on a range of matters, including:-
Will Writing
Contesting a Will
Estate Planning
Letters of Administration
Probate
Succession
Purchase & Sale of a Business
Commercial Leases
Mark Chapman
Principal Mark Chapman Consulting
B.Comm LLM (Tax)(NSW)CA FCPA CTA
Tax Adviser
VIC
Mark Chapman is a tax consultant, writer and presenter. Mark specialises in providing tax planning and financial advisory services to small and medium sized businesses, accounting professionals and individuals.
Mark has extensive experience in dealing with property taxation matters, small business concessions and residency issues, as well as advising on ATO compliance actions, including reviews, audits and objections. He also has extensive international tax experience and is a specialist in UK taxation. He spent 6 years as a senior director in the ATO and has over 20 years experience in private practice in Australia and the UK. Mark is also a regular contributor to CCH’s Federal Tax Reporter and writes and broadcasts regularly on tax matters across numerous media outlets. He is a fellow of CPA Australia, a Chartered Accountant, Chartered Tax Adviser and holds a Masters of Tax from the University of New South Wales.
Wesley Rogers
Senior Associate Workplace Law Marque Lawyers Sydney
Adviser
NSW
Employment contracts and service agreements
Terminations of employment (redundancies, unfair dismissals and unlawful terminations), modern
award interpretation, and contractual and statutory employment entitlements
Litigation of the employment variety
Fair Work Ombudsman complaints and investigations
Representing and advising clients through negotiation and conciliation processes
Workplace investigations
Susan Campbell
Senior Associate and SC
Logie Smith Lanyon Melbourne
Partner
VIC
Susan has broad commercial and governance experience across a range of industries, with a particular specialty in Private Client Services including Personal Asset Protection, Wills and Estates, Superannuation and Personal Employment issues.
David Grant is the Head of the Litigation group at Logie-Smith Lanyon. His expertise includes advising on and conducting litigation involving the Corporations Act, including directors and officers’ fiduciary duties, as well as acting on behalf of shareholders and creditors in disputes with companies and their directors, takeover matters and financial services licensing. David has also advised on investigations conducted by the Australian Securities & Investments Commission (including appearing at section 19 hearings and proceedings commenced by the regulator) and on Australian Competition Law matters (including misrepresentations, customer disputes and cartel and anti-competitive business activities), as well as a broad range of commercial and contractual disputes.
David also operates in the insolvency field, and is an accredited Mediator.
Michael Lanyon
LLB(Hons)B.Com(Hons) Partner Property and Construction Logie-Smith Lanyon Melbourne
Partner
VIC
Michael has expertise across all aspects of commercial property transactions including industrial, commercial, residential apartment and broad acre developments. Michael advises on all aspects of property development from the acquisition of the site, closing lanes and removing easements, entering into commercial leases, preparing Contracts of Sale, Section 173 Agreements, covenants and Owners Corporation Rules.
Michael also advises on appropriate structuring for transactions and developments, including trust, partnerships of trusts and companies and joint ventures, and the various stamp duty and tax consequences of possible structures.
Michael travels to China regularly developing a good knowledge of trading. He enjoys negotiating commercial contracts in China, and has helped to establish the firm’s office in Shanghai
Rima Newman
LLB GAICD Partner Employment and Industrial Relations Logie-Smith Lanyon Melbourne
Adviser
VIC
Rima is the Head of the Employment and Industrial Relations team at Logie-Smith Lanyon. Rima advises employers on all aspects of the employment relationship, as well as acting on behalf of employers in litigious matters at both State and Federal jurisdictional levels.
Rima’s expertise includes advising on all aspects of employment law, including redundancies, unfair dismissal, adverse action and discrimination claims, employment contracts, work place investigations, and OH&S legislation. She also advises in relation to industrial relations matters, including developing and implementing enterprise bargaining strategies, advising on business restructures, negotiating and drafting enterprise agreements and award obligations.
Patrick Sheehan
Principal My Tax Accountant B.Bus (Tax Law) CPA FITA CTA
Principal
VIC
Pat has been involved with many audits, objections and AAT appeals (for and against the ATO) which I have resolved successfully. He has extensive knowledge of individual and small business taxation; especially residency, superannuation, period of review, international taxation, capital gains tax and trusts. Furthermore, I have strong tax administration skills in penalties and objections.
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