Roger Karlsson

Manager, Tax Consulting

Canberra, ACT

Contact details

About Roger

Roger has been a member of Nexia Canberra’s specialist Tax consulting Division since 2017.
Prior to joining Nexia, Roger worked as a systems accountant/business analyst, implementing ERP systems in Australia and the United Kingdom.

Experience

Roger’s areas of expertise include income tax, capital gains tax concessions, fringe benefits tax, GST, payroll tax and structuring. He has extensive experience in the application of international tax treaties, advising on issues such as commercial cross-border filing obligations and the transfer of retirement funds between jurisdictions.

Roger has worked with many of Canberra’s not-for-profit groups in relation to income tax exemption and charity registration.

Roger represents a range of taxpayers in dealing with the ATO and other revenue authorities through tax audits, private ruling applications and compliance activities, and collaborates with financial planners and lawyers to provide turnkey solutions to complex commercial and legal problems.

Roger also assists the firm’s internal audit consultancy division, identifying process risks and inefficiencies.

Qualifications

  • Juris Doctor (Hons)
  • Master of Business Administration
  • Bachelor of Commerce
  • Chartered Accountant
  • Chartered Tax Advisor
  • Registered Tax Agent
  • Graduate Certificate in Professional Writing
  • Graduate Diploma of Legal Practice
  • Graduate Certificate in Applied Tax Advisory
  • Admitted as a Lawyer (ACT)

Areas of expertise

Goods and services tax (GST)

Fringe benefits tax (FBT)

Professionals and high-net-worth individuals

Individuals

Income tax advice

Drawing funds from your company or trust

Payroll and salary tax calculations

Deceased estate tax services

Capital gains tax (CGT) concessions for SMEs

Discretionary trusts

Expat services

ATO dispute resolution

Withholding taxes

Corporate tax compliance

Trusts: anti-avoidance rule anyone could breach

Global services

Tax residency

Salary packaging and FBT

Tax treaties

Fringe benefits tax (FBT)

Goods and services tax (GST) advice

Tax alliance – Practitioner network

Sector expertise

Charities and For-purpose (Not-for-profit)