Tax/Accounting Compliance

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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 dispute 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, 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.

  Oliver is a customer-dedicated, solutions-focused Finance Broker & Credit Adviser with over a decade of experience in Consumer and Commercial Lending. He had worked for and with, Australia's leading financial institutions such as Big 4 banks, and boutique banks.

With extensive experience in credit policies and inside knowledge of how banks review, process and approve loans internally, Oliver always places clients in the best position to achieve their financial (and life) goals as quickly as possible.
 

Oliver's particular niche is for assisting property investors and self-employed/business owners (from sole traders to SMEs). He can assist with arranging finance for almost anything, including (but not limited to):
 

-Property Purchases (Residential & Commercial)
-Vehicle, Asset & Equipment Purchases
-Refinancing & Debt Consolidation
-Equity Release & Investment
-Business Purchase & Expansion
-Development & Construction
-Cashflow & Trade Finance
-SMSF Borrowing

 

 Blake is Pretzel Wealth’s Principle and Senior Financial Adviser. As Clarity Tax Consulting's in-house Financial planner, Blake provides our clients with sound and highly effective financial planning advice. 

As a renowned financial expert, Blake has been a trusted voice on the airwaves. He has spent countless hours answering finance questions during his weekly appearances on 2GB, 3AW and 4BC radio stations. 

With a wealth of experience and a strong presence across Nine’s Media Network, Blake has been guiding listeners through their financial queries and offering expert financial planning advice.

Blake’s extensive qualifications include:

- Master of Financial Planning (Western Sydney University)

- Certified Financial Planner (Financial Planning Association of Australia)

- Bachelor of Business and Commerce (Applied Finance) (Western Sydney University)

- Diploma of Financial Planning (Kaplan Professional)

- Diploma of Finance and Mortgage Broking (Kaplan Professional)

Beyond being recognised nationwide as a highly qualified financial adviser, Blake’s dedication to personal finance extends to his role as a Credit Adviser. Blake advises individuals with structuring and improving mortgage terms, empowering them to save substantial amounts of money and accelerate their journey to a debt-free life.

blake@pretzelwealth.com.au

Eric is a business consultant, teacher, assessor, trainer and coach. He specialises in adult vocational education and training where he teaches core units in leadership, management and human resources.

Eric has broad organisational consulting experience to support his strong academic background, which includes:

 Masters in Organisational Psychology,

Honors (Clinical Psychology)  Chartered Accountant (Australia & South Africa) & Bachelor of Business.

Eric started his career in banking with a middle office role in Risk Management then as a Project Financier and Business Development Manager.

Eric has worked directly through larger international consultancies for clients, such as Barclays Bank, Standard Bank, Investec Bank, Kumba Iron Ore, and the London Business School.

Eric works with business as a management consultant helping small and medium-sized enterprises to grow. 

Eric’s strong interest in the VET sector stems from his passion to empower and develop people, especially in the area of “how to” do things and apply skills to employment in the Australian labor market. Eric also teaches in  TAFE (Ultimo Campus) in the faculty of Business and Human Resource Management.

Eric runs triathlons and enjoys being an active volunteer lifesaver at Clovelly Beach in Sydney.