Email Address: firstname.lastname@example.org
Phone: +61 (3) 8635 1954
Mobile: +61 409 004 457
Simon is the Leader of the Financial Services Industry Group and works closely with both Stephen O’Flynn and Rami Eltchelebi, providing expert tax services and advice to the firm’s property fund clients. Simon has worked extensively across our financial services clients, including ASX listed and unlisted funds, fund managers, financial services platform operators, insurance providers and insurance brokers.
Simon joined the firm in 2007 following four years at the Australian Taxation Office (ATO), and has an extraordinarily deep and broad technical knowledge and quickly understands, applies and retains complex legislation. Alongside these technical capabilities, Simon is a creative thinker and has strong commercial acumen when it comes to funds management.
Simon works collaboratively with clients to manage and oversee tax compliance and reporting obligations for large and complex businesses, including several large ASX listed property funds. He also provides tax advisory services for fund establishment and restructures and assists with the implementation of FATCA protocols at several listed and unlisted property funds.
Qualifications and Memberships
- Masters of International Taxation
- Bachelor of Commerce (Honours)
- Bachelor of Science
- Chartered Tax Adviser
Expertise and Specialisation
- AMIT and MIT
- Funds set-up
- Tax consolidation
- FATCA & CRS
- International tax
- ATO dispute resolution
Level 10, 530 Collins Street, Melbourne, Victoria, 3000
SW Accountants & Advisors is an Australian owned advisory and accounting firm with an 85 year history that understands relationships make all the difference in creating opportunities and delivering great outcomes for our clients and our people. We are recognised specialist advisors in the funds management sector, providing a broad range of services to clients of all sizes, including large listed and unlisted fund managers. We provide the following services to over 20 fund managers:
– AFSL audits
– Outsourced fund accounting
– Independent accounting reports
– Independent expert reports
– Tax compliance
– Tax due diligence
– International tax structuring
– Corporate finance
We have also combined our years of expertise in corporate tax and software engineering to produce market-leading software solution, Complete Tax Solutions (CTS). CTS streamlines the entire tax reporting and compliance process by automating the tax distribution and tax return process for property funds.
SW Accountants & Advisors is a proud and long standing member of the Property Funds Association. Our significant involvement in the property funds industry mandates an active involvement in current tax and accounting issues that impact your sector.
We take pride in being at the forefront of reforms, whether legislative or administrative and actively involved in consultative processes, making submissions to Treasury and/or the ATO.