Steve worked in the ATO for more than 30 years, as a director undertaking a number of technical and managerial roles. Throughout his career, he provided tax technical advice to individuals through the Advising regime and managed in areas handling objections and disputes before the Administrative Appeals Tribunal (AAT).
In the ATO, Steve has dealt with taxpayers including individuals and representatives from large companies explaining the Commissioner’s view on various tax issues, and on occasion negotiating suitable outcomes.
He also provided legal advice for the Australian Government Solicitor (AGS) when necessary.
Steve has had a diverse range of experience in the Large Business and International area, providing advice to companies planning complex transactions, and drafting and authorising ATO rulings under the binding rulings provisions, particularly in respect of the Taxation of Financial Arrangements (TOFA) legislation and Jurisdictional Asymmetric Funding Transactions (JAFT).
Stuart (BA LLB MBA LLM MTax FAICD) has worked as a senior solicitor, in the ATO, Australian Government Solicitors (AGS) and Australian Security and Investment Commissions (ASIC) for more than 23 years. He is highly experienced in investigation and directing contentious issues to a resolution, writing policy and ruling advice on income tax as well as commercial and governance issues.
His expertise spans the commercial law, income tax law, estate planning, construction law, property law, customs and excise law, planning and local government law.
In the ATO, Stuart specialised in drafting ATO Rulings, liaison with taxpayers and their representatives, conducting meetings to resolve taxpayer issues, drafting precedents and reviewing proposed Bills.
In the private sector, Stuart has acted as a non-executive director and chairman.
He has been a non-executive director of a not- for- profit company with over 13,000 employees and a market capitalization of over $3B for twelve years; served as an Independent Chairman of a start-up risk and audit committee for the Institute of Public Works Engineering and has been on the board of a Retirement House where he successfully commenced and completed a $17M refurbishment and a constitutional rewrite. He has been active in advocacy and lobbying and often prepares submissions.
Matthieu has completed a Master of International Business degree specialising in finance where he has received an Award of Academic Excellence. He is also a Certified Financial Planner (CFP).
He has been working in financial services for over 7 years, including working at BNP Paribas Personal Investors as a financial adviser, and at Perpetual Private where he looked after High-Net-Worth individuals (HWIs) and Not-For Profits (NFPs) organisations.
Matthieu has presented a range of financial planning topics, including investments, debt management, Superannuation and Estate Planning at CPA Australia. He is driven by educating people about their finances and how to make wiser financial decisions.
Being French, he has also organised events to educate French expats about the differences between the two countries covering retirement planning, investments and taxation. Matthieu is currently studying data science and is advising business clients of Clarity Tax Consulting by conducting budgeting and forecasting modeling to help them grow their enterprises.
Clarity Tax Consulting is a tax and accountancy practice. We also provide expert tax advice when you have disputes with the Australian Taxation Office (ATO) and can arrange legal representation for Australian and international clients.
The team at Clarity Tax Consulting love what we do and excel at it. We are professional, reliable and competent. We help you resolve your tax problems efficiently and effectively.
We keep up-to-date with the latest changes in the accounting standards and tax laws. This ensures that we can give you the best and most accurate tax advice on the application of the tax laws to your specific circumstances.
As trusted tax practitioners and accountants, we work with tax barristers, financial advisers and other professionals to find solutions for you to achieve the best possible outcome.
We have the expertise to act for a diverse range of clients from individuals (including high wealth individuals) to small and medium enterprises. We also pride ourselves on the fact that we can be trusted with significant tax matters.
Together with our corporate finance partner Bonitz Advisory, Clarity Tax Consulting works as a multidisciplinary team on merger and acquisition (M&A) transactions involving complex tax, financial, and commercial issues.
Bonitz Advisory is an independent M&A specialist. Our advisers routinely deal with and transact with public and private companies, private equity houses, banks and hedge funds, in Australia and overseas.
Our dedicated team offers comprehensive transaction advisory capabilities underpinned by substantial financial, commercial and sector specific experience.
Corporate and M&A advisory services include:
‐Planning and executing mergers, acquisitions, divestments, capital raisings and initial public offers (IPO)
‐Identifying target businesses to be acquired or sold
‐Connecting with buyers, sellers, and investors
‐Structuring transactions ‐Negotiating deal value, terms and conditions
‐Facilitating due diligence and contract negotiations
‐Market intelligence and valuation advice
All M&A transactions have unique complexities. Drawing from our considerable experience (over $1bn in transaction value across 30+ deals), we can provide clear, objective, and practical advice tailored to your situation and needs.
For M&A queries, contact us to see how we can help.
• Over 17 years experience in industry, consulting, and investment banking
• Previously at KPMG Corporate Finance (M&A and Project Finance) and KPMG Management Consulting • Edwin brings an essential blend of both financial analytics and a commercial perspective to each engagement, resulting in pragmatic advice necessary to complete transactions
• During the course of a mandate, Edwin works closely with Jochen to provide tactical deal advice and will typically be the point-of-contact for day-to-day transaction management
• Edwin holds an M.B.A. from Villanova University (USA)
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• Over 25 years of industry experience
• Previously at KPMG Corporate Finance and CBA Corporate Finance
• Jochen has a unique combination of hands-on industry experience, a strategic consulting background and a Corporate Finance track record of transaction success
• Prior to his career in corporate finance, Jochen was the Managing Director of Pacnet, General Manager e-Commerce at Air New Zealand and held senior advisory positions at IBM and Logica
• Jochen holds an MBA from the Australian Graduate School of Management (AGSM) and BSc in Computer Science from UNSW
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