The articles on Canberra Tax Advisor are written by members of the Taxation Consulting division at Nexia Canberra.
Mike & Naomi have extensive knowledge of the tax and regulatory requirements businesses and individuals face day-to-day. What sets us apart from other advisors is our breadth of experience in applying this knowledge in a practical way.
Michael joined Nexia Canberra in 1989 after 18 years in the Sydney and National Canberra offices of the Australian Taxation Office.
His wide experience in the ATO ideally suited him to head our Tax Consulting division which provides specialist tax advice to a broad range of clients including individuals, partnerships, trusts, companies, superannuation funds and public sector organisations. Michael provides practical commercial advice tailored to a person’s or organisation’s particular circumstances.
More specifically, Michael advises on the application of all of Australia’s tax laws including income tax, capital gains tax, fringe benefits tax, GST and payroll tax. He assists in the resolution of tax audits, submits Private Ruling Requests to the ATO and assists with outstanding tax payment arrangements with the ATO. He has developed a specialty in achieving income tax exemptions for eligible organisations under the income tax law, including the associated fringe benefits tax concessions. Michael also advises clients on international tax laws, including the application of Australia’s Double Tax Agreements.
Michael gives specialist advice to other accounting and law firms on the application of Australia’s tax and superannuation laws to their clients. He is also engaged to advise on which entity structure (sole trader, partnership, company or trust) most appropriately fits a client’s circumstances.
Michael has advised the Committee of Public Accounts for the Federal Parliament and has attended before Parliamentary Committees on behalf of National Industry Associations. For 25 years, he wrote a weekly article for the Canberra Times Sunday newspaper on tax and superannuation laws and has provided comments on ABC radio.
Michael’s forte is his ability to explain the application of Australia’s tax and superannuation laws simply and concisely. Essential to him is that his clients understand the advice he gives.
Michael’s philosophy is that no client is the same and each person deserves understanding and practical advice that can be readily implemented.
Naomi is a Senior Tax Manager in Nexia Canberra’s Tax Consulting division and has been with the team since 2016. Naomi has 18 years of diverse tax and accounting experience gained at mid-tier firms in Australia and the UK. Naomi has advised many high profile wealthy clients, entrepreneurs and internationally mobile clients. Naomi has a talent for solving complex tax issues whilst meeting the client’s wider needs.
Naomi is an Australian and UK tax adviser and she advises UK expatriates on the complexities of the Australian and UK tax systems.
Naomi is a specialist superannuation law adviser and assists the firm’s superannuation fund clients in their compliance with that law, the development of pension strategies and estate planning. Naomi also specializes in tax advice on foreign superannuation policies including UK pensions, Canadian RRSPs and US IRAs.
Naomi has a wide range of expertise and specialist knowledge in estate planning and inheritance tax issues, superannuation and retirement issues, on-shore and off-shore trusts, international tax matters such as residency issues, capital gains tax, partnerships and owner managed businesses.
Naomi is a professional tax writer and has written for Tolley’s/Lexis Nexis, Tax Advisor and Taxation magazines in the UK. Naomi is a member of the UK Chartered Institute of Taxation’s virtual technical subcommittee. She is also a member of Chartered Accountants Australia & New Zealand.
Roger joined the Nexia Canberra Tax Consulting division following a 20-year career as a systems accountant\business analyst\legal officer in Australia and the United Kingdom. He has a strong interest in tax and superannuation law and applying that law for the firm’s clients.
Roger holds qualifications in law, commerce, professional writing, project management and business administration. He is a member of Chartered Accountants Australia & New Zealand, Certified Practising Accountant (CPA) and is admitted as a lawyer in the Supreme Court of the ACT.
With a blend of accounting and legal expertise Roger develops creative and simple solutions to complex questions of tax and superannuation law, providing clients with peace of mind through clear, certain and personalised advice.
Roger is involved in advising clients on tax effective strategies, tax structures, the application of the capital gains, fringe benefits and income tax laws, the GST, stamp duties and land tax laws to property transactions. Roger has also advised numerous not-for-profit organisations on their eligibility for income tax exemption as charities, public benevolent institutions, sporting clubs and organisations that encourage development of Australia’s industrial and agricultural resources.