I advise clients on a broad range of business transactions, including mergers and acquisitions, business sales, joint ventures, and strategic partnerships.
Clients value my commercial approach, strong negotiation skills, and expertise in designing structures that promote tax efficiency and asset protection. My practice also encompasses estate planning and succession matters, including trusts, asset protection strategies, succession planning, reviews of existing structures, and contested estate matters.
I regularly assist with family provision claims, family asset arrangements, and the preparation of wills, powers of attorney, and enduring guardianship documents.
I advise businesses and individuals across a diverse range of industries, including food manufacturing and wholesale, transport, retail, construction materials, property, and cosmetics.
Sectors
- Healthcare & Allied Health
- Private Clients & Family Businesses
- Retail & Wholesale
- Services Professional & Non-professional
Experience
I have advised clients in a variety of industries, including pharmaceutical, food manufacturing, wholesale, transport, retail, construction materials, property, and cosmetics.
I have extensive experience helping people protect their assets. I firmly believe that litigation is the last resort, not the first option. I understand the interrelation between estate litigation and other areas of law including family law, property law, business law, commercial law and insolvency.
- Due diligence, disposal and acquisition of businesses, shares and units
- Drafting and negotiating joint ventures, strategic alliances, partnership and shareholder agreements
- Drafting and negotiating loan documentation, finance and security arrangements and forbearance arrangements
- Family business succession, organisation and regulation
- Corporate advisory
- Personal and business structuring
- Estate planning, probate and estates
- Family businesses and family office services
Roles, memberships and education
- Master of Laws in commercial and tax law (LLM), 2007
- First class honours Bachelor of Laws (LLB), 2002
- Bachelor of Arts, 2000
- Chartered Tax Adviser (CTA)
- Member — The Tax Institute
- Member — STEP
- Specialist Accredited Adviser Member — Family Business Australia