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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

Joshua 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.

 

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 short-listed applicant, 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 2020 National Convention in Cairns on 14-16 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.

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

The 2018 awards

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.

Dana Fleming

Dana Fleming

Dana Fleming is the national leader for KPMG's market leading Asset & Wealth Management tax practice. She is widely recognised as the leading superannuation and funds tax adviser in Australia.

Dana has more than 20 years of experience, specialising in the taxation of superannuation funds and managed investments. Her client portfolio includes major industry superannuation funds and both major retail and boutique managed funds and their service providers. She works closely with them on the tax implications of their strategic planning and tax governance as well as day to day activities; assisting with tax compliance, dealing with the impact of changing legislation on their systems and products, product structuring and unit pricing. Dana is experienced in the tax issues of superannuation fund mergers having provided tax advice on many of the significant mergers that have occurred. She has also negotiated positive outcomes for her clients over the course many ATO reviews.

Paul Hockridge

Paul Hockridge

Paul Hockridge, CTA, is Head of Tax Advisory at Mutual Trust, Australia’s leading multi-family office. He has worked for the ATO, a large law firm, has been a partner in medium and Big 4 chartered accounting firms and has over 30 years' experience in tax, asset protection, estate and succession planning.

Paul’s niches include litigation support, property development and FBT and salary packaging.

Paul specialises in advising high wealth families and closely held businesses, as well as providing support for a number of accounting and law firms.

Paul maintains a practicing certificate as a legal practitioner in Victoria, is a fellow of both CPA Australia and Chartered Accountants Australian and New Zealand and is senior fellow and teaches in the Masters program in the Law School at the University of Melbourne.

He sits on The Tax Institute’s Victorian Technical Committee and the FBT and Employment Taxes Committee and has been involved in consultation with both federal and state governments on a variety of tax matters.

Paul also contributes to The Tax Institute’s book, Estate and Business Succession Planning. Perhaps Paul is best known as a regular presenter at local, State and National Tax Institute conferences.

Paul Sokolowski

Paul Sokolowski

Paul Sokolowski CTA 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.

Paul holds a Bachelor of Commerce from The University of Melbourne and a Bachelor of Laws with first class honours from Deakin University, where he was awarded the Supreme Court Prize. He is a member of the Tax Institute’s Dispute Resolution Committee, the Taxation Committee of the Business Law Section of the Law Council of Australia, and the Executive Committee of the Australian Branch of the International Fiscal Association. Paul is also a member of the Deakin Law School Advisory Board.

Stephen Carpenter

Stephen Carpenter

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 has held numerous leadership roles at KPMG including National Managing Partner for People and Performance and leader of KPMG’s Victorian tax practice. Stephen passions include singing and cycling, and he holds several Board level and Treasurer positions within the Melbourne arts 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

Clint Harding, CTA, is a partner at Arnold Bloch Leibler. Clint advises across most taxes, with particular expertise in corporate and international tax, the taxation of financial instruments and transactions, and the management of tax audits and disputes with the ATO. His clients have included both public and private organisations, particularly in the corporate and banking sectors, high net worth individuals, and some of Australia’s largest family groups. Clint 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 was a finalist in the 2017 Tax Institute’s Tax Adviser of the Year Awards for “Corporate Adviser of the Year”. He is also recognised as a leading tax lawyer by a number of independent legal guides, including Chambers Asia Pacific, Legal 500 Asia Pacific and Doyles Guide.

Kelly Heezen

Kelly Heezen

Kelly joined the AMP Capital team in 2008 as Senior Tax Counsel and has advised the business throughout an unprecedented period of growth. AMP Capital is a global investment manager with over $178bn in funds under management in international and domestic infrastructure, property, fixed income and equities.

Kelly’s professional values and ethics align with AMP Capital’s internationally recognised and trusted brand ensuring stakeholder protection and value add for investors. She has extensive experience in advising on all aspects of the investment cycle, including multi-billion-dollar international fund builds, acquisitions and divestments, fundraising, asset recycling, recapitalisations and refinancing. Kelly’s ability to provide high integrity tax solutions in a challenging environment has seen her become not only a trusted advisor to AMP Capital but also recognised by external stakeholders including co-investors, regulators and external advisors.

Kelly strongly believes in contributing to positive law change and is a leading participant in consultation and submissions to both Treasury and the ATO. She is an active member of the Infrastructure Partnerships Australia (IPA) Tax Taskforce and is a key member of the organising committee for the TIA’s National Infrastructure Conference.

Prior to AMP Capital, Kelly practised corporate and international tax in the big-4 in Melbourne, Sydney and London.

Michelle Bennett

Michelle Bennett

Michelle started her career in the Tax team at, what was then, Blake Dawson Waldron working across a broad range of taxes but with a strong focus on the implementation of GST before moving to their Melbourne team in 2001. In July 2006, Michelle moved to the KPMG Melbourne Indirect Tax team and was appointed to partnership in July 2011. In her current role within KPMG’s Deal Advisory team Michelle’s current focus is on efficient structuring, financing and implementation of transactions. She is also a partner in KPMG Law.

During her time in an advisory environment, long term secondments to both ANZ and NAB have provided Michelle with a genuine understanding of the practical issues of tax compliance in a complex commercial environment. Michelle has brought that specialisation to managing the GST and State Taxes aspects of a wide array of investments for her clients, including on and off market takeovers, asset acquisitions, privatisations, IPOs and public private partnerships.

Through the course of her experience in both major projects and significant M&A transactions, Michelle has assisted clients in dealing with the State and Federal Revenue Authorities to efficiently manage compliance obligations and resolve or prevent disputes.

Recently, Michelle has also taken on the role of Treasurer for Liberty Victoria. She is looking forward to contributing in this small way to an organisation with such a proud history of working to defend and extend civil liberties and human rights.

Tania Koit

Tania Koit

Tania Koit, CTA, has over 15 years’ experience in tax law, specialising in funds management and law design. Tania currently works in Public Groups and International - Law, Advice and Dispute Resolution, after having worked for 6 years in the Tax Counsel Network. Tania was instrumental in establishing the ATO's Public Advice and Guidance Centre in its initial stages and has been the lead ATO representative in numerous new law measures, including the Investment Management Regime and Instalment Trusts. She currently leads the Division 6C Working Group, bringing together the ATO and industry representatives to resolve uncertainties around the application of Division 6C to traditional property trusts.

Tania holds a Masters of Taxation and a Bachelor of Laws. She is admitted as a solicitor in NSW.

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.

Andrew Ward

Andrew Ward

Establishing WRC Chartered Accountants in January 2017 Andrew has extensive experience working with businesses across a wide range of industries including property developers, professional service firms and organisations with business interests overseas.

In addition to providing the highest level of service to his own clients, Andrew also provides tax advice to other accounting firms in the areas of corporate restructures and international tax matters.

Prior to starting WRC Chartered Accountants Andrew was a senior tax manager with KPMG Gold Coast and was an integral part of team who secured the 2018 Commonwealth Games (GOLDOC) as a client and subsequent appointment as the “Official Professional Services Advisers and Supporter”.

Andrew is an active participant in his local community and presents regularly at various business networking and adult education groups together with sponsoring a local Gold Coast agricultural show.

Andrew holds a Bachelor of Arts / Commerce from the University of Sydney and a Master of Taxation from the University of New South Wales. He is a Chartered Tax Adviser with the Taxation Institute of Australia and a member of Chartered Accountants Australia and New Zealand.

Anthony Bach

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. Prior to that, he worked in the Private Groups and High Wealth Individuals business line as a Director in Risk & Strategy and as a senior technical advisor. He has also worked in the Superannuation business lines at the Director level. He is a Chartered Tax Advisor with the Tax Institute.

Corey Beat

Corey Beat

Corey is a Principal in the Perth Tax Services division of RSM Australia. He commenced with the firm as an undergraduate in their Restructuring and Recovery Division before transferring to Tax Services in 2002. Corey provides specialist tax advice to a broad range of clients including small to medium entities specialising in mining and mining services. Corey is highly regarded within the firm and sought after to provide specialist advice to SME clients of the Business Advisory teams.

Corey completed a Masters of Taxation through the University of New South Wales in 2011 and is passionate about ensuring both he and his team take up tax training and professional development opportunities to stay ahead in a fast changing environment.

Corey has been on the Tax Institute’s WA Professional Development Committee for six years, and has recently stepped down as chair of that Committee. He has also been involved with a number of Tax Institute major event organising committees, including National Convention, WA State Convention and Noosa Tax Intensive. Outside of his roles in organising events for members, he enjoys the opportunities and challenges of presenting technical sessions to Tax Institute members.

Outside of work, Corey enjoys activities with his young family, and is an avid cricket fan

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.

Aimee Riley

Aimee Riley

Aimee Riley is an Associate in the Law team at EY and is admitted as a Lawyer of the Supreme Court of New South Wales. Aimee completed her Masters of Law in 2016. Aimee was a finalist in the Taxation category in the 2017 Lawyer’s Weekly 30 under 30 Awards.

Aimee works predominately with high net wealth individuals and large private groups in advising and managing their tax and estate affairs. Aimee’s experience to date has centred on the implementation and management of effective tax strategies, including resolving complicated trust law issues and developing specific solutions to accommodate family succession strategies. Aimee also works closely with family law practitioners on various issues such as the preparation of consent orders and the application of tax concessions to transfers of property.

Catherine Nufer-Barr

Catherine Nufer-Barr

Catherine is a specialist tax and duty lawyer at McCullough Robertson. She advises clients on a range of issues including transaction structuring, stamp duty and land tax across all jurisdictions and assists clients in relation to audits, objections and disputes with the Australian Taxation Office and the various Offices of State Revenue. Catherine has degrees in Accounting and Law from Queensland University of Technology and is currently completing the Chartered Tax Adviser (CTA) program.

In addition, Catherine volunteers her time on a number of Tax Institute committees, the QUT Law Alumni Committee and is the Treasurer and member of the board of Flipside Circus Association Inc, a not-for-profit youth circus company.

Rhys Cormick

Rhys Cormick

Rhys is passionate about helping clients deal with their tax issues and embrace technology to streamline the operation of their tax functions. He is a manager in Deloitte’s Global Employer Services team, based in Canberra but also working closely with clients in Brisbane and Sydney.

While Rhys partners with team members to deliver outcomes to clients across a range of tax and non-tax matters, his specialty is employment taxes. Rhys provides advice on the tax implications of employment, and incentives for employees through employee share schemes and tax effective remuneration structuring. His clients include expatriates, start-up companies, government entities, and listed and unlisted corporates both in Australia and globally.

Rhys has written papers with the Tax Institute and has delivered presentations both in Australia and abroad. He has completed his LLM (Taxation) through the University of Sydney and is currently completing his CTA with the Tax Institute.

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.