Steven is a Partner of PKF Melbourne within our Business Advisory and Taxation division.
He joined PKF Melbourne in 2012 after 39 years with Frank Jones & Associates (which adopted the Horwath brand in 1994 and the BDO brand in 2007), 29 years of which were as a Partner.
Steven’s focus is with high net worth individuals and large family groups with an emphasis on structuring from both a commercial and tax perspective to enhance wealth creation and provide succession planning solutions.
Steven facilitates and implements succession planning structures and strategies for his clients and works closely with the ATO on high level technical issues and obtaining letters of comfort and private rulings, whilst providing his clients with a range of services in complying with ATO High Net Wealth (HNW) and Large Business Income (LBI) tax reviews and tax audits.
Steven’s sector experience includes multinational manufacturing and distribution, residential home construction, property investment and developments, together with thoroughbred breeding and racing.
Steven plays a significant role for investors and businesses in tax effective structuring and has created structured financial initiatives ranging in size of up to $1.4 billion.