Content tagged Directors

Our Team

Ian Stone

Ian Stone

Ian has been with Nexia for over 40 years and is Chairman for Sydney Office, Nexia Australia and the Asia Pacific Region.He is responsible for the strategic direction of the firm and the Nexia Australia and New Zealand Network. Ian also sits on the Nexia International Board.
Contact LinkedIn V-Card

Professional experience

Ian's management style is the hallmark of the firm’s success with his ability to establish long-standing professional and friendly working relationships with his clients.

His advice on managing family businesses, succession planning, taxation and strategies for driving future growth has been highly regarded by all clients who work with him in this capacity. 

Ian’s team are long-serving staff of the firm, highly qualified and share the same personal client service focus as their partner. Clients have the pleasure of having the same people doing their work from one year to the next. 

Clients find Ian’s breadth of experience allows him to add value to their business and offer opportunities to expand. Many of Ian’s clients have been retained over his working career with Nexia Sydney and he now works with the second and third generation family members of some of the Nexia’s family-based businesses. 

Ian’s International client base is also growing through referrals from the Nexia network. International clients looking to open offices in Australia are choosing Nexia Sydney for their ability to deliver efficient accounting and taxation services for a competitive fee and Ian’s experience ensures a smooth transition.

Qualifications

Fellow of Chartered Accountants Australia & New Zealand

Registered Tax Agent 

Registered Auditor

Bachelor of Business Studies (Accounting)

 

News by Ian Stone

Loading...

Sydney Staff

Show the relevant contacts from Loading
Loading...

Our Team

Richard Cen

Richard Cen

Richard is a Director of Audit & Assurance and Corporate Advisory (Asia) at Nexia Melbourne.
Contact LinkedIn V-Card

Professional experience

Richard has over 15 years of experience in both “Big 4” and second tier firms where he has gained specialised knowledge in auditing, financial reporting, risk assessment, and the review and design of internal controls.

Richard has been able to use his experience in professional services in China and Australia to provide specialised advice to international and local clients. As the leader of the Asian Advisory Service, Richard liaises with other Nexia offices in Australia and New Zealand, as well as Nexia International firms in China and the Asian region.

These combined resources are able to provide high quality assurance and advisory services to Chinese and other Asian companies with operations in Australia, as well as to Australian companies with operations in the region.

Richard leads a team of dedicated professionals, providing audit and assurance services to listed companies, large private companies, and emerging businesses across a wide range of industries, with a focus on providing efficiency and cost effective audit services.

In addition, Richard is able to communicate technical advice in both English and Chinese. This ensures that it is understood by all stakeholders and assists clients with developing networks for conducting business in the region.
 

Qualifications

Bachelor of Business (Accounting)

Master of Commerce (Accounting and Finance)

Registered Company Auditor

Registered Self-Managed Superannuation Fund Auditor

Member of Chartered Accountants Australia + New Zealand

Member of CPA Australia

Fellow of Institute of Public Accountants Australia

Melbourne Staff

Show the relevant contacts from Loading
Loading...

Our Team

Naomi Smith

Naomi Smith

Naomi is a Partner of Taxation Consulting at Nexia Canberra specialising in Australian and UK tax advice.
Contact LinkedIn

Professional experience

Naomi is a Tax Partner at Nexia Canberra. Naomi has 19 years of diverse tax experience gained at major accounting firms in Australia and the UK. Naomi has advised many high profile wealthy clients, internationally mobile clients, entrepreneurs and businesses. Naomi advises on Research and Development Tax Incentive Claims, business structuring and transactions.

Naomi is an expert in advising on cross-border tax issues. She is an Australian and UK tax adviser and she advises UK expatriates on the complexities of the Australian and UK tax systems. Naomi regularly works with firms across the global Nexia network to provide multi-national tax advice to our clients.

Naomi is a specialist superannuation law adviser and assists the firm’s superannuation fund clients in their compliance with that law and estate planning.  Naomi also specialises in tax advice on foreign superannuation policies including UK pensions, Canadian RRSPs and US IRAs and 401Ks.

Naomi has a talent for solving complex tax issues, whilst meeting the client’s wider needs.

Naomi is a professional tax writer and writes for Tolley’s/Lexis Nexis and Taxation magazines in the UK. Naomi is a member of the UK Chartered Institute of Taxation’s technical subcommittee.

Qualifications

Australian and UK Chartered Tax Adviser

Bachelor of Accounting, Charles Sturt University 

Member of Chartered Accountants Australia and New Zealand

Skills

  • Estate planning
  • UK inheritance tax issues
  • Superannuation and retirement issues
  • On-shore and off-shore trusts
  • International tax matters (such as residency issues, capital gains tax, partnerships and owner managed businesses)
  • UK tax issues, including preparation of UK tax returns

News by Naomi Smith

Loading...

Canberra Staff

Show the relevant contacts from Loading
Loading...

Our Team

Gareth Hunt

Gareth Hunt

Gareth is a Partner of Business Advisory Services at Nexia Melbourne.
Contact LinkedIn V-Card

Professional experience

Gareth is a Partner of Business Advisory with over 25 years of experience in the accounting and taxation profession. 

He has experience advising individuals and families on Australian and international taxation, superannuation, retirement and estate planning and small to medium size businesses. Gareth prides himself on being able to resolve complex problems and present options to clients to help them manage their taxation and compliance responsibilities and control their income and net wealth. 

Gareth also has experience in the farming and rural sectors after growing up in the Western Districts on a sheep, cattle and cropping farm and still has family ties involved in this sector.

Qualifications

Chartered Accountant - Chartered Accountants Australia and New Zealand (CAANZ)

Certified Practising Accountant - CPA Australia

Chartered Tax Advisor – The Tax Institute

Registered Tax Agent

Bachelor of Business (Accounting)

Skills

  • Accounting and taxation compliance
  • Business structuring and advice
  • Estate planning and management
  • Expatriate taxation
  • International taxation
  • Taxation planning and consulting
  • Wealth management

Melbourne Staff

Show the relevant contacts from Loading
Loading...

Our Team

Emily Ridley

Emily Ridley

Emily is the Managing Director of Bookkeeping at Nexia Brisbane South.
Contact LinkedIn

Professional experience

Emily has over 20 years administration, bookkeeping and finance management experience. Emily is a registered BAS Agent, proficient in a wide range of accounting software packages and add-ons. Emily is qualified in bookkeeping, project management and small business management. Emily has worked with a broad range of clients from blue collar start-ups and sole traders, professional services / SME’s to corporate clients which include agriculture, insurance and construction. 

Emily is passionate about building client relationships and providing an excellent level of service. She is dedicated, enthusiastic and professional whilst offering a personal approach to the high level of the service she provides. 

Qualifications

Individual BAS Agent

Member of Institute of Certified Bookkeepers

Skills

  • Certified Xero Advisor
  • Certified MYOB Partner
  • Small Business Process Improvement
  • Cloud Software Solutions Specialist    

Brisbane Staff

Show the relevant contacts from Loading
Loading...

Our Team

Jason Gaudoin

Jason Gaudoin

Jason’s experience as an athlete and selector with elite and high performance hockey programs has him well placed to refine Nexia Perth’s taxation consulting service line value proposition and for clients, deliver freedom of choice opportunities.
Contact

Professional experience

With close to 20 years in taxation advisory and compliance, gained in both public practice and commercial tax roles, Jason has advanced understanding of tax-related legislation, case law, rulings and interpretations. 

A highly skilled and knowledgeable operator, Jason has specialist knowledge in managing tax disputes, audits and objections (including representing clients in AAT), provision of tax advice relating to business sales to achieve the optimal tax outcome for clients and the application of various international tax anti-avoidance provisions including the controlled foreign corporation (CFC) rules and application of Australia’s tax treaties.

He also has significant experience in preparing and implementing tax risk management policies/governance frameworks for clients and conducting prudential tax/systems reviews. In addition, Jason has advised clients on the operation of the taxation of financial arrangements (TOFA) provisions.

Jason is an astute, client-focussed tax practitioner, who prides himself on developing solid long-term relationships, and in finding practical solutions for his clients' commercial and tax issues.

As a demonstration of his belief in and commitment to clients, Jason acted as a lead advisor on and assisted in carrying a successful case before the Administrative Appeals Tribunal (AAT) on the operation of the employee/contractor distinction [XVQY and Commissioner of Taxation [2014] AATA 319]. Jason also assists David Montani - National Tax Director in administering Nexia Perth’s fast growing membership based program, Tax Alliance.

Qualifications

Bachelor of Business - Accounting

Master of Taxation Law

Member of CPA Australia (CPA)

Member of Taxation Institute of Australia (CTA)

Skills

•  Application of Tax Loss Recoupment Provisions

•  Capital Gains Tax

•  Employment Taxes

•  Establishing and Implementing Tax Risk Management/Governance Policies

•  International Tax

•  Managing Tax Disputes, Audits, Objections and ATO Submissions

•  Taxation of Financial Arrangements

•  Transaction Tax Advisory

Perth Staff

Show the relevant contacts from Loading
Loading...

Our Team

Gavin Ruddell

Gavin Ruddell

Gavin is Director of Audit & Assurance at Nexia Brisbane.
Contact LinkedIn

Professional experience

Gavin is a Director in the Audit & Assurance Services Group and brings with him over a decade experience in financial statement audit, reviews of internal control systems, processes and procedures and compliance audits.

Prior to joining Nexia Brisbane Gavin was employed as the Group Corporate Accountant for a property funds management and real estate company managing approximately $216M of Australian commercial real estate in a number of Registered Managed Investment Schemes.

Gavin’s assurance client base has been diverse, however they have typically come from within the “middle market” with turnover of circa $300m. Some of his current and immediate past clients have included multi-national businesses whereby he acts as the relationship manager for the Australasian branches coordinating the financial statement audit of the Australian operations.

Qualifications

Bachelor of Commerce

Institute of Chartered Accountants in Australia

JP (Qualified)

Skills

  • Internal audit and compliance reviews
     
  • Statutory financial audits
     
  • Accounting standard interpretation, and corporate governance

Brisbane Staff

Show the relevant contacts from Loading
Loading...

Our Team

Neal Bunkum

Neal Bunkum

Neal is a Manager of Business & Taxation Advisory at Nexia Brisbane.
Contact LinkedIn

Professional experience

Neal is a Manager in the Business Taxation & Advisory Group, bringing with him over 24 years’ experience as an accountant.

Neal brings specialist expertise in taxation, developed from assisting clients satisfy their compliance requirements and providing detailed advice in areas such as the small business CGT concessions, Division 7A, debt forgiveness, traditional securities, GST, FBT, income tax consolidations, taxation of trusts, and superannuation.  He appeared as an advocate for the taxpayer before the Administrative Appeals Tribunal in Pope and Commissioner of Taxation [2014] AATA 532, and has experience assisting clients with ATO reviews and audits.

Neal has worked with clients in a diverse range of industries including building and construction industry (including property developers, electricians, building supplies wholesaler/retailer, truss manufacturer),solicitors, health professionals, printers, miners, and multinational businesses.

Qualifications

Bachelor of Business, (Accounting, Business Law & Taxation)

Bachelor Laws (Hons) (student)

Member Chartered Accountants Australia and New Zealand

Chartered Tax Adviser (CTA)

Skills

  • Australian taxation and business law
     
  • Drafting objections to taxation assessments and applications for private rulings
     
  • Business acquisitions, sales and valuations
     
  • Business structuring and restructuring
     
  • Due diligence reviews
     
  • Preparation of financial statement.

Brisbane Staff

Show the relevant contacts from Loading
Loading...

Our Team

Anthony Watson

Anthony Watson

Anthony is a Director of the Taxation Consulting division at Nexia Sydney. He is a Chartered Tax Adviser and has over 30 years' experience.
Contact LinkedIn V-Card

Professional experience

Anthony (Tony) is a Director of the Taxation Consulting division at Nexia Sydney. As a solicitor and chartered accountant, and with over 30 years' experience in Australian and international taxation law, Tony is highly regarded by clients and colleagues for his expertise and advice.

Tony has in-depth knowledge and practical experience which cover all areas of taxation law. From transaction conception and strategy to structuring, due diligence, execution and risk management he has worked with some of Australia's largest corporates as well as a number of large International entities.

Tony's personalised commitment to providing pragmatic tax advice and his deep knowledge of revenue laws make him an invaluable asset to the team.

Qualifications

Bachelor of Laws and Economics

Chartered Tax Adviser

Chartered Accountant

Solicitor of the Supreme Court of NSW

Skills

  • Taxation Law (Federal and State)

  • International Taxation Law

  • Corporate Taxation

  • Capital Management

  • Funds Management & Property Management

  • Equity and Trusts

  • Estate Planning

  • Employee Share Schemes

  • Real Estate, Construction & Development

Sydney Staff

Show the relevant contacts from Loading
Loading...

Our Team

Wendy Davies

Wendy Davies

Wendy is a Director of Business Advisory at Nexia Perth.
Contact LinkedIn V-Card

Professional experience

Forward-thinking and determined, Wendy is the consummate business professional. A career spanning over three decades, Wendy has delivered accounting and advisory services in organisations of varying size, scale and across multiple continents. A champion for start-up and small-medium enterprise, Wendy demystifies numbers, helps clients make sense of financial rigmarole and improve their financial understanding.

Wendy has considerable experience delivering accounting, business advisory, business planning, corporate governance, financial forecasting and growth strategy services. A former partner and equity owner in both boutique and mid-tier accounting firms, Wendy is well positioned to service small-medium enterprise clients. She comes with a wealth of knowledge, energy and is suitably equipped to meet your organisation’s accounting and advisory needs.

Well-credentialed, Wendy belongs to a number of professional associations, holds several fellowships, commands strong presentation skills and is an accounting technology futurist. An early adopter and innovator, Wendy has a knack for delivering results that supercharge client accounting functions.

Qualifications

Fellow of the Association of Chartered Certified Accountants (ACCA)

Member of Chartered Accountants Australia and New Zealand (CA)

Chartered Tax Advisor (CTA)

Fellow of the Institute of Public Accountants (FIPA)

Graduate of the Australian Institute of Company Directors (GAICD)

Skills

  • Accounting function improvement
  • Business advisory
  • Financial forecasting
  • Business planning
  • Corporate governance
  • Growth strategies

Perth Staff

Show the relevant contacts from Loading
Loading...