Professional experience

During Paul’s career, he’s had the opportunity to work with a diverse client base of successful family and closely held businesses across a broad range of industry sectors. His skills and knowledge span building and construction, fresh produce, wholesale, manufacturing, agriculture and financial services.

Paul’s many years of experience in dealing with family-controlled businesses, both large and small, means that he is able to advise on business issues at all stages of the business lifecycle. This encompasses anything from business concept strategies, initial structure establishment, restructure due to growth and acquisition, or preparing a business for sale or intergenerational transmission. He has a reputation for interpreting and applying complex taxation and business law in a practical manner that takes into account the competing commercial imperatives of a variety of stakeholders.

The realisation of a business legacy that has been a lifetime in the making can often require a complex uncoupling of business and non-business elements to produce a self-sustaining, functioning business alongside a suitably structured nest egg, that will allow the business-owner the retirement they deserve. Developing a close working relationship with clients to gain a more thorough understanding of their business and personal goals is critical – and Paul’s deep understanding of this ensures his ability to deliver timely, strategic taxation and business advice.

Expertise

• Taxation Planning
• Taxation Structuring
• Business Finance
• Corporate Restructuring

Qualifications

Chartered Tax Advisor
Registered Tax Agent
Senior Associate of the Financial Services Institute of Australia
Affiliate of Chartered Accountants Australia and New Zealand
Fellow of the Institute of Public Accountants
Fellow of the Institute of Financial Accountants