Experience

First Sentier Investors

• Australia
• Investment Management
• 400 - 500 Employee

• Executive Manager - Tax

  • May 2021 - Present



NAB

• Australia
• Banking
• 700 & Above Employee

• Associate Director, Group Tax

  • Jan 2017 - May 2021

  Direct report to Head of Tax (NAB & NAB Wealth). Principal Tax Partner within NAB Group Tax for NAB Wealth Asset Management Investment, Asset Servicing and Operations business units. Responsible for oversight of all facets of the taxation function and end-to-end delivery of tax services in relation to the development and implementation of nab asset management investment solutions including the creation of managed funds (that include diversified funds and single asset class funds), separately managed accounts (SMA) and multi-asset managed portfolios. Principal responsibilities include: • The provision tax advisory, due diligence services and structuring recommendations on a range of investments and transactions involving listed equities, fixed income securities, real property, infrastructure, hedge funds and private equity in Australia, Asia, the US and Europe. • Oversight of the end-to-end delivery of Australian and international tax compliance services to the nab Asset Management business units from both insourced and outsourced tax compliance functions for over 200 separately managed investment entities. • The provision of corporate advisory to business units on entity and process simplification within the Wealth and Asset Management business. • Development of new investment and financial products and services • Senior internal and external stakeholder management • Engagement on behalf of the nab Asset Management business with both government and regulators with respect to the development and administration of Australian tax laws. Member of the Tax Experts Working Group of the Financial Services Council.



Mirvac

• Real Estate
• 700 & Above Employee

• Senior Taxation Manager

  • Dec 2015 - Dec 2016

  Direct report to the Group General Manager, Taxation of the Mirvac Group, who in turn reports to the Chief Financial Officer. Responsible for the provision of strategic tax advice and end-to-end delivery of tax services to both the group’s head office functions and the various business units responsible managing the group’s portfolio of Office, Industrial, Retail, Residential property assets. Principal responsibilities included: • Partnering with the Capital Transactions team on acquisitions and divestments. • Oversight of the income tax compliance function with respect to the Mirvac Property Trust and its subsidiary entities • Assessment of tax reform measures and appropriate lobbying/submissions for the Mirvac Group with respect to the development and administration of taxation laws. • Identify and run in-house Tax training sessions for relevant staff and business units where required • Undertake reviews and checks as necessary from time to time, at the direction of and in co-ordination with the Group General Manager, Taxation to ensure the integrity of the Tax Management System and Risk Framework. • Assisting with, and managing where required any revenue authority audits/risk reviews.



KPMG Australia

• Australia
• Business Consulting and Services
• 700 & Above Employee

• Senior Manager, Corporate Tax

  • Jul 2014 - Nov 2015

  Engaged in the provision of corporate and international tax advice. Principal responsibilities included: • Responsible matter engagement owner on various large-scale projects primarily relating to the acquisition and sale of portfolios of companies and properties by various publicly listed groups. Projects included completing pre-acquisition tax due diligence, provision of structuring advice and formal integration of existing business into group. • Assisting corporates in their dealings and negotiations with the Australian Taxation Office (ATO) in relation to various matters and investigations • Advising multinational corporations in relation to their inbound operations. • Overseeing the preparation and review of income tax returns for Australian tax consolidated groups, stand-alone Australian companies, foreign entities (with Australian permanent establishments/branch), trusts and partnerships. • Assisting Assurance and Advisory in auditing and preparing financial statements by reviewing and preparing income tax balances of clients for reporting purposes • Participation in Industry Lobbying and thought leadership



Greenwoods & Herbert Smith Freehills

• Australia
• Law Practice
• 1 - 100 Employee

• Senior Associate

  • Jul 2010 - Jun 2014

  Extensive tax experience in acting for clients on a wide range of corporate, international and trust tax matters across various industries, including property, funds management, insurance and financial services. Tax services provided covered all facets of advisory and compliance matters including due diligence investigations, trust and corporate re-organisations, mergers and acquisitions and tax audits.In addition to income tax advisory I was also involved in the provision of advice regarding goods and services tax in a wide variety of contexts including those relating to financial services, property and corporate matters.

• Associate

  • Dec 2003 - Jun 2010



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Tax Consultant

  • Feb 2002 - Dec 2003