Areas of Expertise

Tax, Self Managed Superannuation Funds, Estate & Business Succession Planning, Charities & Not-For-Profit Entities

Philip has more than 30 years' experience in taxation and superannuation law, including nine years with the Australian Taxation Office. He advises on a wide range of aspects of taxation, including income tax, capital gains tax, GST and stamp duty for buying and selling businesses and companies, restructuring corporate and trust groups, tax concessions and structuring development vehicles and advising on tax aspects for property investments.

In relation to superannuation, Philip advises employers, employer sponsored funds, and self managed superannuation funds. His advice includes compliance with and dealing with the Australian Taxation Office on breaches of the superannuation guarantee regime, and advising self managed superannuation funds on investment structures and related party transactions.

For estate and business succession planning, Philip advises clients on which of a range of structures will best suit their needs, taking into account particular superannuation, taxation, trust and corporations law issues, and asset protection aspects.

Work for charities and not-for-profit entities has included advising on taxation concessions and establishing appropriate structures.

What others say


Tax exempt entities

Advising health, educational, charitable, and religious groups on obtaining federal, state and territory revenue concessions for restructuring of their tax exempt entities and dealing with revenue authorities to obtain concessions.

Taxation aspects of US residents

Advising on the taxation aspects of US residents establishing an Australian company to own a foreign company with business activities in the Middle East.

US company’s acquisition

Advising on the structure of the acquisition and financing of a US company’s acquisition of an Australian enterprise.

Tax exempt organisation

Advising on the taxation aspects of a tax exempt organisation acquiring a taxable company operating a hospital.