experience

With 20 years of experience in the chartered accountancy profession, Carlo leads a team who focus on corporate and international taxation. A niche focus is the design and implementation of the tax risk management function within the corporate governance framework. This includes solving high tax risk issues and formulating policies for medium to low tax risk matters. 

During the past 12 months, his team have assisted many corporate clients including ABN AMRO, Alcatel, Australand, Ainsworth Gaming Technology, Bacardi Martini, DB RREEF, Guardall, Hannan Properties, Powerlan, Objective Corporation, Tyco and Vending Technologies. Carlo has achieved considerable success for clients by negotiating fair and reasonable settlements with the ATO in an expeditious manner. The team have extensive experience with taxation matters for IPO’s, M&As, MBOs/MBIs, debt/equity restructures and due diligence services.

Carlo is widely quoted in the press and media on developments in taxation law, and has presented many technical papers for the Institute of Chartered Accountants in Australia and the Taxation Institute of Australia (TIA).  He is a former State Chairman (NSW) and National Director of the TIA. Carlo continues to represent the TIA on the National Tax Liaison Group (NTLG) Capital Gains Tax (CGT) and Losses Subcommittees.

areas of expertise

• Taxation planning
• Tax risk management
• Compliance
• ATO negotiations
• Capital Gains Tax
• Restructures
• Loss recoupment

memberships and registrations

• Associate Member of the Institute of Chartered Accountants in Australia
• Fellow, Taxation Institute of Australia
• Registered Tax Agent
• NTLG CGT and Losses Subcommittees