I am determined. Success is not just finding the correct answer – it is achieving the right outcome.

Jim in 60 seconds

Jim specialises in taxation law and has over 10 years' experience providing taxation advice on a broad range of corporate and trust tax matters with a particular focus on the banking and finance, property and construction sectors.

Jim's practice extends to all areas of taxation law. Having advised a number of publicly-listed and large private clients on a range of matters, he has gained experience in interpreting highly technical tax law and rulings and providing advice on complex transactions.

Jim has been involved in advising on the tax aspects of securitisation structures, development and lease agreements, property sale contracts, structured retail financial products, and collective investment vehicles including managed investment trusts.

In addition, he has advised on the tax aspects of cross-border transactions, onshore and offshore fund establishment, as well as property and infrastructure projects. He has also advised domestic and foreign financiers on the direct and indirect tax aspects of transactions with respect to distressed entities.

Qualifications

  • BCom (Monash)
    LLB (Hons) (Monash)
    LLM (Melbourne)

Industry associations

  • Chartered Tax Adviser, The Tax Institute

Jim's Recent Experience

Transport for New South Wales

Advised on the GST consequences in relation to the implementation of a ticketing revenue strategy under which TfNSW became entitled to public transport revenue in the greater Sydney region, in tandem with the introduction of the electronic ticketing system that is being progressively rolled out by TfNSW across public transport services.

PPB Advisory

As part of the Provident Capital receivership, advising PPB Advisory on the income taxation and GST implications of the sale and realisation of assets held by Provident Capital.

Assetsecure Pty Limited

Advising Assetsecure (as originator), Recfin (as issuer) and noteholders on a number of trade receivables securitisation programs, with respect to the taxation implications arising from a number of trade debt purchase facilities.

Jim's Recent Insights

Fast facts about Collective Investment Vehicles (CIVs)

  • 26 Apr 2017

The new CIV regime is a game-changer, with the potential to redefine and transform the Australian investment funds landscape. We believe that the new CIV regime will:enable Australian managers to ...

THE WRAP - AUGUST 2014

  • 08 Aug 2014

As we go to print on this edition of THE WRAP, the industry continues to digest a mix of developing regulatory and market related issues. Some of these have been brought to the fore in the interim ...

FATCA Update

  • 12 May 2014

May 2014The recent signing of the intergovernmental agreement between Australia and the United States will reduce the compliance burden on Australian financial institutions complying with FATC...