Professional experience
Sam is a solicitor and an accountant with extensive experience in advising SME’s to large corporates on investment structures and transactions across a broad range of industries – with a particular emphasis on M&A and tax-efficient international financing/investment structures.
As a Tax Partner within our Nexia Sydney office, Sam prides himself on ensuring clients are receiving timely advice and the most commercial outcomes and enjoys the challenge of communicating complex issues in an easy to understand way. He brings strong experience having worked as a tax specialist in both mid-tier and big 4 firms.
Sam specialises in providing advice to clients across a range of industries, with many clients having the complexities of cross border dealings, tax consolidated groups and/or trust structures. His expertise sees him servicing a broad range of clients from large family groups, multinationals, private equity, distributors and service businesses, amongst others.
Sam and his team of specialists have a dedicated focus on uncovering latent cash assets and future savings for clients across a broad range of tax fields in a risk-free manner. Together, they can assist with the structuring, implementation and ongoing compliance management to minimise the workload of clients’ teams and maximising the value provided over time.
In addition, Sam assists with complex tax compliance matters and completes the tax sign-off for numerous audits. This means he understands how any advice will affect the tax return and financial statements for his clients, allowing him to ensure any advice is implemented properly.
Expertise
- Tax Consolidation
- Trusts
- International Taxation
- ATO Dealings
- Inbound Financing
- Due Diligence
- Structuring
- Tax Health Check
- Governance
Qualifications
Bachelor of Commerce
Bachelor of Laws
Affiliate Member of Chartered Accountants Australia and New Zealand
Solicitor of the Supreme Court of NSW with current legal practising certificate
