Email Address: email@example.com
Phone: +61 (3) 8635 1986
Mobile: +61 418 559 561
Stephen is an experienced tax advisor whose commercial acumen benefits all of his property clients. Over the past twenty years, Stephen has assisted property groups in navigating the various property cycles and he understands the advantages and disadvantages of the various structures available for holding both Australian and international property.
Stephen acts for a number of listed and unlisted property funds and enjoys helping start up property fund managers determine the most appropriate structure for their business. Stephen provides commercial, pragmatic and solution focused advice.
A member of the Property Council’s (Victorian) Tax Committee and International and Capital Markets Committee, Stephen is at the forefront of developments in the property industry and is a leading advisor to the sector. He is also a regular presenter for the Property Funds Association.
Qualifications and Memberships
- Fellow of Taxation Institute of Australia
- Fellow of the Institute of Chartered Accountants in Australia
- Bachelor of Business
Expertise and Specialisation
- Tax Structuring
- Funds Management
- International Taxation
- Managed Investment Trusts
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.