Karen Gregor

Director, Tax Consulting

Adelaide, SA

Contact details
+61 8 8139 1139

About Karen

Karen is a Tax Director in Nexia Edwards Marshall’s Business Consulting and Taxation divisions.

Karen joined the firm in January 2000. She has experience in providing taxation and accounting services to small and medium-sized businesses and professionals

Karen’s sharp eye for detail and close relationships with clients are key factors in her exceptional level of service. She works with clients throughout the life cycle of their business by advising them during its establishment and operation, then, if necessary, working on exit strategies and winding up.

Experience

Karen excels in advising clients on difficult areas of taxation law, working with them to achieve the best possible outcomes.

Beyond taxation, she helps clients with their management reporting, cash flow forecasts and budgeting. Karen also has extensive experience with training and use of Reckon Accounts (formerly QuickBooks) and experience with MYOB.

Qualifications

  • Associate, Chartered Accountants Australia and New Zealand
  • Fellow, The Tax Institute
  • Chartered Tax Advisor, The Tax Institute
  • Master of Commerce, The University of Adelaide

Areas of expertise

Buying a business

Goods and services tax (GST)

Fringe benefits tax (FBT)

Tax planning

Professionals and high-net-worth individuals

Tax planning

Buying a business

Individuals

Personal advice

Selling a business

Business growth

Tax advice for structuring, consolidation, and mergers and acquisitions

Income tax advice

Drawing funds from your company or trust

Selling a business

Business restructure

Payroll and salary tax calculations

Tax risk management frameworks

Deceased estate tax services

Capital gains tax (CGT) concessions for SMEs

Raising capital

Corporate transactions, valuations and strategy

Discretionary trusts

ATO dispute resolution

Corporate tax compliance

Employee share schemes

Trusts: anti-avoidance rule anyone could breach

Business restructure

Employee share schemes

Salary packaging and FBT

Business growth

Fringe benefits tax (FBT)

Goods and services tax (GST) advice

Tax alliance – Practitioner network