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Tax Awards

Winners announced

The winners for the Tax Adviser of the Year Awards, Australia's most prestigious awards program for tax professionals, have been announced.

And the winners are…

Chartered Tax Adviser

This award recognises inspirational and successful tax professionals who hold leadership roles and have demonstrated entrepreneurial spirit and innovative ideas. All applicants must be a Chartered Tax Adviser (CTA) with more than 15 years’ tax experience, have outstanding involvement in the tax community and high ethical standards.

Paul Sokolowski

Paul Sokolowski, CTA

Paul is a partner and the taxation practice leader at Arnold Bloch Leibler. Paul advises clients, including high-net-worth individuals, large private groups and public entities in tax reviews, audits and disputes, and for domestic and international transactions. Paul has extensive experience in engaging with the ATO and other agencies on significant, sensitive and complex matters. Prior to joining Arnold Bloch Leibler, Paul held various positions with the ATO, finishing as a senior officer in what is now Public Groups and International. Paul is a regular speaker and writer for the Tax Institute, and other organisations and publications. He actively contributes to tax policy, legislative, technical and administrative development and debate.

Corporate Tax Adviser

This award is open to members of The Tax Institute who have advised corporate clients for more than 5 years. It showcases members with exceptional tax expertise, who contribute to the profession and have a high ethical standard.

Josh Cardwell

Josh Cardwell, CTA

Josh joined PwC in 2013 as the Head of Real Estate Tax. Prior to joining PwC, Josh was a Director and Head of M&A at Greenwoods & Freehills and was previously a Partner at Deloitte. Josh has over 23 years taxation experience with a focus on the real estate funds sector and has been involved in many iconic transactions across industries. His current practice is primarily focussed on inbound, outbound and domestic real estate clients, including providing advice related to fund establishments, distribution matters, stapled structures and other matters specific to listed and unlisted property groups. Josh is a long standing member of the Property Council of Australia's Income Tax Committee, holds a Master of Taxation from the University of Sydney, a Bachelor of Business from the University of Technology Sydney, is a Chartered Accountant, Tax Agent and a Chartered Tax Adviser.

SME Tax Adviser

This award is open to members of The Tax Institute who have advised SME clients for more than 5 years. It showcases members with exceptional tax expertise, who contribute to the profession and have a high ethical standard.

Tom Delany

Tom Delany, CTA

Tom is the principal of Tax Partner Pty Ltd, which provides tax training, and tax consultancy services to accounting and legal firms including a wide range of tax advisory services such as high-level tax planning in addition to preparing tax advices, private ruling requests and objections on a variety of tax related topics. Tom holds a Master of Taxation from the University of New South Wales, a Bachelor of Business (with Distinction) from the University of Southern Queensland, is a FCPA, FIPA, Chartered Accountant, Tax Agent and a Chartered Tax Adviser.

Emerging Tax Star

The winner of the 2019 Emerging Tax Star Award will receive a full scholarship into our Graduate Diploma of Applied Tax Law program valued at $9,900. The program provides you the expertise to offer superior professional tax advice, and undertake highly-skilled tax work across a range of contexts.

Open to members and non-members with less than 5 years tax experience, this award recognises inspirational young tax professionals who are already proving themselves as future leaders in the profession.

Amanda Kazacos

Amanda Kazacos

Amanda is a Senior Associate in the taxation team at King & Wood Mallesons where she advises on all aspects of taxation law for large multinational corporations including on corporate acquisitions, divestments, restructures and international tax issues. She was previously an associate at the Federal Court of Australia to Justice Edmonds, has completed her Masters of International Taxation Law at New York University as the Gerard L Wallace Scholar and is currently a member of the Tax Institute NSW Membership Committee.

 

About the Tax Adviser of the Year Awards

The Tax Institute’s Tax Adviser of the Year Awards honour the best and brightest in the Australian tax profession, across all levels of experience.

They are judged by an independent expert panel that comprises leading members of the tax profession.

If you, or someone you know, can demonstrate both technical excellence and outstanding client service, the Tax Adviser of the Year Awards provide an opportunity for national recognition.

About the Graduate Diploma program and scholarship

The Graduate Diploma of Applied Tax Law has been designed to meet the changing needs of the tax professional. The program combines advanced tax technical knowledge with practical skills. It will enable graduates to establish a competitive edge in their careers and prepare for the changing demands of tomorrow.

The program is:

  • Highly valued by employers – Our Tax Education Program is valued by employers due to its immediate application in the workforce.
  • Sought after by candidates – We provide a competitive edge and prepare candidates for their career.
  • Recognised – We are recognised by regulators, higher education providers and accounting associations.

Find out more

The scholarship:

If the winner has already completed the Graduate Diploma of Applied Tax Law they will receive registration to the 2020 National Convention including flights and accommodation.

Key dates

1 August 2019 Applications and Nominations open
20 October 2019 Applications and Nominations close
January 2020 Finalists announced
March 2020 Winners announced

Categories & Criteria

The four award categories recognise excellence and achievement at different experience levels.

THE EMERGING STAR TAX AWARD is given to a developing tax professional who has demonstrated commitment and passion in building their tax career. Nominations are invited from members and non-members of The Tax Institute who can show:

  • completion of the CTA1 Foundations course or equivalent
  • less than 5 years’ experience in tax
  • technical tax expertise
  • tax community involvement
  • initiative in growing the tax profession
  • outstanding ethics and professionalism

THE SME TAX ADVISER OF THE YEAR AWARD is given to a tax adviser in the small to medium sized enterprise (SME) environment. Nominees will demonstrate:

  • membership of The Tax Institute
  • more than 5 years’ tax experience
  • technical tax expertise
  • continuing knowledge development
  • outstanding ethics and professionalism

THE CORPORATE TAX ADVISER OF THE YEAR AWARD is given to a tax professional in the corporate environment. Nominees will demonstrate:

  • membership of The Tax Institute
  • more than 5 years’ tax experience
  • technical tax expertise
  • continuing knowledge development
  • tax community involvement
  • outstanding ethics and professionalism

THE CHARTERED TAX ADVISER OF THE YEAR AWARD is given to a tax professional who has shown entrepreneurial spirit, strategic business expertise and innovative ideas. Nominees will demonstrate:

  • membership of The Tax Institute
  • more than 15 years’ tax experience
  • leadership in the tax profession
  • tax community involvement
  • outstanding ethics and professionalism

Recognition

If you’re a finalist or winner, you will be recognised for your achievements in the tax profession.

This recognition includes the use of a special logo for your website and stationery, and promotion through The Tax Institute’s marketing and social media.

In addition, if you are a finalist, you will receive flights, accommodation and delegate registration to attend The Tax Institute’s 2019 National Convention in Hobart on 13-15 of March. At the Gala Dinner, you will be presented with a framed certificate.

The winner in each category receives a prestigious trophy and is acknowledged as an outstanding tax leader through a range of mainstream media, social media and marketing channels.

Terms and conditions

Nominations

Nominations for the Tax Adviser of the Year Awards are accepted from individuals only. However, you can nominate a peer through our simple online nomination process.

You can be nominated for only one award category per year.

If you are a previous finalist, you are eligible to nominate again in the same category or another. If you are a previous award winner, however, you are not eligible to nominate again in the same category.

Judging

Nominations are reviewed by an independent judging panel that comprises leading members of the tax profession.

The judging uses a score-based process and finalists are advised by telephone or email.

Judges are required to sign a confidentiality agreement and ‘conflict of interest’ disclosure statement.

Confidentiality

The Tax Institute considers information provided in nominations as commercial-in-confidence.

This information is accessed only by organising staff and the judging panel. It is not published, or used for media or marketing, without the nominated party’s express permission and clearance.

Nominated parties are also expected to ensure their clients’ privacy in any examples they provide.

Judges

The judges for the 2019 awards were:

Rosalie Cattermole, CTA, CGW

John Middleton, CTA, Clayton Utz

Chris Wookey, CTA, Deloitte

Angela Danieletto, PwC

Danielle Donovan, ATI, EY

Sylvia Villios, CTA, University of Adelaide

Brian Nimmo, CTA, Perks

Bill Keays, CTA, Keays & Associates

Natalie Raju, KPMG

Leanne Connor, CTA, WGC Business Advisors 

Modiesha Stephens, CTA, HHG Legal

Finalists 2019

Tax Awards

Finalists announced

The finalists for the Tax Adviser of the Year Awards, Australia's most prestigious awards program for tax professionals, have been announced.

"It is inspiring and exciting to see the Tax Adviser of the Year Awards grow in stature year on year. While they recognise the achievements of individuals within the tax community, they also highlight the importance of contributing to the taxpaying public which we serve. 

This year we celebrate the drive and dedication of these twelve finalists from around the country, from a diverse mix of ten organisations, and look forward to announcing the winners at the gala dinner at our 34th National Convention in March, in Hobart."

Tim Neilson, CTA, President, The Tax Institute

And the finalists are...

Chartered Tax Adviser

This award recognises inspirational and successful tax professionals who hold leadership roles and have demonstrated entrepreneurial spirit and innovative ideas. All applicants must be a Chartered Tax Adviser (CTA) with more than 15 years’ tax experience, have outstanding involvement in the tax community and high ethical standards.

Jennifer Batrouney QC

Jennifer Batrouney, QC, CTA

Jennifer is a silk at the Victorian Bar practising in taxation, commercial, administrative, equity, superannuation and charity law. She was appointed a QC in 2000.

She is President of the Australian Bar Association and Immediate Past President of the Victorian Bar and of the Tax Bar Association. She was elected to the Victorian Legal Services Board in 2018 and sits on the Victorian Legal Admissions Board committee. She Chairs the Law Council of Australia Charity Law Committee and is a director of the Charity Law Association of Australia and New Zealand. She sits on the Melbourne Law School Advisory Council and Tax Masters Advisory Board. She is also a Senior Fellow at the Melbourne Law School teaching tax and charity law in the Melbourne Law Masters

Jennifer was the President of Australian Women Lawyers in 2003-2004 and was awarded the Law Institute of Victoria’s “Mentor of the Year” in 2014.

Richard Hendriks

Richard Hendriks, CTA

Richard is Head of Mergers and Acquisitions (M&A) at Greenwoods & Herbert Smith Freehills. He has broad experience in corporate tax matters, with a particular focus on listed-company M&A transactions, including demergers. A Director since 1998, he specialises in M&A and demergers, capital management and corporate restructures, including equity and debt raisings. Richard has in-depth knowledge of tax consolidation, executive share and option plans, and international tax matters. After eight years with several international professional services firms in Australia and the UK, he joined Greenwoods in 1993.

Paul Sokolowski

Paul Sokolowski, CTA

Paul is a partner and the taxation practice leader at Arnold Bloch Leibler. Paul advises clients, including high-net-worth individuals, large private groups and public entities in tax reviews, audits and disputes, and for domestic and international transactions. Paul has extensive experience in engaging with the ATO and other agencies on significant, sensitive and complex matters. Prior to joining Arnold Bloch Leibler, Paul held various positions with the ATO, finishing as a senior officer in what is now Public Groups and International. Paul is a regular speaker and writer for the Tax Institute, and other organisations and publications. He actively contributes to tax policy, legislative, technical and administrative development and debate.

Corporate Tax Adviser

This award is open to members of The Tax Institute who have advised corporate clients for more than 5 years. It showcases members with exceptional tax expertise, who contribute to the profession and have a high ethical standard.

Adrian Varrasso

Adrian Varrasso, ATI

Adrian is a Partner and the National Head of Tax at MinterEllison. His key areas of expertise are tax and structuring advice for all forms of transactions, including mergers, acquisitions, divestments, restructures and financing.  Adrian has advised on an extensive range of general income tax issues for Australian and international clients, with a special interest in tax issues in the infrastructure and energy and resources sectors and inbound and outbound investment. Adrian's expertise also includes advising on taxation administration and compliance issues.

Vasuki Sivaloganathan

Vasuki Sivaloganathan, FTI

Vasuki has over 14 years of experience providing tax and legal services on all areas of direct tax including in respect of private equity and M&A transactions. Vasuki has extensive transactional experience, including structuring and due diligence, ad hoc advisory work, including ATO engagement. She has been involved in all manner of tax advice across the deal lifecycle including drafting tax technical clauses in commercial agreements and advising on complex matters across various industry groups including the private equity sector.

Josh Cardwell

Josh Cardwell, CTA

Josh joined PwC in 2013 as the Head of Real Estate Tax. Prior to joining PwC, Josh was a Director and Head of M&A at Greenwoods & Freehills and was previously a Partner at Deloitte. Josh has over 23 years taxation experience with a focus on the real estate funds sector and has been involved in many iconic transactions across industries. His current practice is primarily focussed on inbound, outbound and domestic real estate clients, including providing advice related to fund establishments, distribution matters, stapled structures and other matters specific to listed and unlisted property groups. Josh is a long standing member of the Property Council of Australia's Income Tax Committee, holds a Master of Taxation from the University of Sydney, a Bachelor of Business from the University of Technology Sydney, is a Chartered Accountant, Tax Agent and a Chartered Tax Adviser.

SME Tax Adviser

This award is open to members of The Tax Institute who have advised SME clients for more than 5 years. It showcases members with exceptional tax expertise, who contribute to the profession and have a high ethical standard.

Francis Loh

Francis Loh, CTA

Francis is a partner at Evans + Ayers, a boutique accounting firm based in Adelaide. He joined Evans + Ayers in 2015, after more than 20 years at PwC and EY. Francis advises on a range of taxes including income tax, employment, indirect and State taxes. His current clients include listed groups, SMEs, in-bound investors and high net worth families. Francis is a regular speaker for the Tax Institute and chairs the SA Tax Roundtable Committee. One of his proudest contributions to The Tax Institute was producing a video to celebrate the 50th anniversary of the SA State Convention in 2018. He is passionate about tax education and has been involved in mentoring and training including tutoring tax law at the University of Adelaide.

Joanne Wynne

Joanne Wynne, CTA

Joanne has worked in the profession since 1997 and joined RSM Australia in 1999. Joanne has facilitated the Chartered Accountants Australia & New Zealand’s taxation module and has also lectured undergraduate and post graduate taxation units at Curtin University. Joanne provided taxation advice concerning the viability of an international Corporation establishing a holding company in Singapore for its operating companies situated in Australia, Malaysia, Philippines and Thailand.

Tom Delany

Tom Delany, CTA

Tom is the principal of Tax Partner Pty Ltd, which provides tax training, and tax consultancy services to accounting and legal firms including a wide range of tax advisory services such as high-level tax planning in addition to preparing tax advices, private ruling requests and objections on a variety of tax related topics. Tom holds a Master of Taxation from the University of New South Wales, a Bachelor of Business (with Distinction) from the University of Southern Queensland, is a FCPA, FIPA, Chartered Accountant, Tax Agent and a Chartered Tax Adviser.

Emerging Tax Star

Scholarship for the Graduate Diploma of Applied Tax Law

The winner of the 2018 Emerging Tax Star Award will receive a full scholarship into our Graduate Diploma of Applied Tax Law program valued at $9,900. The program provides you the expertise to offer superior professional tax advice, and undertake highly-skilled tax work across a range of contexts.

Open to members and non-members with less than 5 years tax experience, this award recognises inspirational young tax professionals who are already proving themselves as future leaders in the profession.

Alistair Haskett

Alistair Haskett, ATI

Alistair is an Associate in the Melbourne office of Greenwoods & Herbert Smith Freehills. He joined Greenwoods in 2017 after completing the graduate program at leading global law firm, Herbert Smith Freehills. Alistair advises on a wide range of tax matters in the context of mergers and acquisitions, privatisations, projects and disputes across various industry sectors including infrastructure and financial services.

Amanda Kazacos

Amanda Kazacos

Amanda is a Senior Associate in the taxation team at King & Wood Mallesons where she advises on all aspects of taxation law for large multinational corporations including on corporate acquisitions, divestments, restructures and international tax issues. She was previously an associate at the Federal Court of Australia to Justice Edmonds, has completed her Masters of International Taxation Law at New York University as the Gerard L Wallace Scholar and is currently a member of the Tax Institute NSW Membership Committee.

Peter Scott

Peter Scott, ATI

Peter practices in Arnold Bloch Leibler’s taxation group. Peter provides strategic and technical tax advice to a diverse range of Australian and international clients, public corporations, private groups, and high-net-worth individuals. He advises across most areas of tax with a particular focus on corporate and international tax, deals, employee share schemes, trusts, and tax controversy matters. Peter graduated from the University of Tasmania in 2013 with a Bachelor of Business (Accounting) and Bachelor of Laws with first class honours in law. Peter worked as a tax analyst at a Big 4 accounting firm before joining the firm as a lawyer in early 2015. Peter was admitted to practice in August 2014.

The 2018 awards

2018 Tax Adviser of the Year Awards Winners:

Chartered Tax Adviser

Recognises inspirational and successful tax professionals who hold leadership roles and have demonstrated entrepreneurial spirit and innovative ideas. All applicants must be a Chartered Tax Adviser with more than 15 years’ tax experience and have outstanding involvement in the tax community and a high ethical standard.

Stephen Carpenter

Stephen Carpenter, CTA, KPMG

Stephen is a senior partner in KPMG’s National Deals Tax practice, specialising in mergers, acquisitions and capital markets transactions. Stephen has advised on many of the largest corporate actions in the Australian market and is responsible for the management of KPMG’s firmwide and tax relationships with many of Australia’s leading companies and private families. Stephen holds several Board level and Treasurer positions within the Melbourne arts community.

The judges said that Stephen has more than 20 years’ tax experience including heading KPMGs highest performing Australian tax team. He has sat on various tax committees and is involved in mentoring, lecturing, and presenting. He has demonstrated ongoing support of clients in national and international transactions and structuring, and not only shown a contribution back to the profession, but also to the broader community.

Corporate Tax Adviser

This award is open to members of The Tax Institute who have advised corporate clients for more than 5 years. It showcases members with exceptional tax expertise, who contribute to the profession and have a high ethical standard.

Clint Harding

Clint Harding, CTA, Arnold Bloch Leibler

Clint is a partner at Arnold Bloch Leibler advising across most taxes. He is the author of numerous tax articles, a regular presenter, and is currently a working member of The Tax Institute’s Large Business and International Committee. Clint is recognised as a leading tax lawyer by a number of independent legal guides, including Chambers Asia Pacific, Legal 500 Asia Pacific and Doyles Guide.

The judges said Clint has enormous tax experience in New Zealand, the UK and Australia and has worked for a diverse range of corporate clients. He has shown continuing knowledge and expertise through his presentations and fortnightly technical sessions and has contributed to the profession through his involvement with The Tax Institute, mentoring and submissions.

SME Tax Adviser

This award is open to members of The Tax Institute who have advised SME clients for more than 5 years. It showcases members with exceptional tax expertise, who contribute to the profession and have a high ethical standard.

Anthony Bach

Anthony Bach, CTA, Australian Tax Office

Anthony has been working at the ATO for over seventeen years and is currently a member of the Tax Counsel Network, principally working in its Private Business Structures work focus group.

Our judges said that Anthony has shown tax technical excellence and a continuous commitment to expanding his tax knowledge.

Emerging Tax Star & Gordon Cooper Memorial Scholarship

Open to members and non-members with less than 5 years tax experience, this award recognises inspirational young tax professionals who are already proving themselves as future leaders in the profession.

Last year, our community had a sudden loss with the passing of one of its true leaders, Gordon Cooper. Gordon was, passionate about tax education and the role of guiding and mentoring young tax professionals in the early stages of their careers.

The Tax Institute is privileged to honour Gordon’s name and contribution with the Gordon Cooper Memorial Scholarship. This scholarship will be awarded annually to the Emerging Tax Star and covers the cost for the Institute's Graduate Diploma of Applied Tax Law.

Aimee Riley

Aimee Riley, ATI, EY

Aimee is an Associate in the Law team at EY and is admitted as a Lawyer of the Supreme Court of New South Wales.  She was a finalist in the Taxation category in the 2017 Lawyer’s Weekly 30 under 30 Awards.

The judges commented that Aimee was an outstanding applicant and a very worthy winner of the award, and recipient of the inaugural Gordon Cooper Memorial Scholarship.