Our People

Bill has worked within tax for coming up to two decades. He enjoys a wide variety of tax work including:

• Acting as tax counsel on restructures for merger and acquisition or internal re-organisations;
• Tax controversy from review all the way through to audit and litigation support where appropriate;
• Advice in relation to Capital Gains Tax particularly in respect of rollovers and concessions;
• Advice in relation to trusts including specific anti-avoidance, distributions and deceased estates;
• Advice in relation to companies including commercial debt forgiveness, Division 7A and losses; and
• Procedural tax laws including amendment of notices of assessment and both public and private binding rulings.

• Liv Member

1. Advice to globally listed retailer in respect of commercial debt forgiveness advice instrumental in allowing for successful DOCA to proceed;
2. Retainer with start-up ConTech company, pre-deal internal re-organisation, government funding application and Series A allowing for expansion of footprint and headcount into US and China;
3. Retainer with generational farmland divestment of $26m with advice provided in respect of income tax and goods and services tax that meant no tax on the transaction;
4. Published in Australian Tax Law Bulletin (Lexis Nexis) in 2017 “Revisiting Div 7A – A critique of the current ATO position” that was subsequently adopted by the Administrative Appeals Tribunal in Bendel v FCT [2023] AATA 3074 as to whether an unpaid present entitlement was a loan for Division 7A; and
5. Acting for various taxpayers in tax controversy engagements, notably securing $200m losses and $5m in Goods and Services Tax for a corporate with significant non-resident investment.