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.

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.

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. 

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.

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.

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.

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.

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.