Bernard Marks is a Melbourne based lawyer whose practice is restricted to advising on complex federal tax issues and tax audits. He holds the LL.B (Hons) degree from the University of Sydney and post-graduate law degrees from the University of Illinois and the University of Washington. He has been a Fulbright Scholar and a Ford Foundation Comparative Law Fellow and has held academic positions in Australia, Canada and the United States. He is a long time and active member of the Law Institute of Victoria Taxation and Revenue Committee.
Bernard has practiced as tax counsel to a then “Big 8” chartered accounting firm, a large bank and a major insurance group, and advised governments - federal, state and foreign - on tax law. His clients have included the Australian Taxation Office and the New Zealand Inland Revenue, and numerous Australian and overseas corporate and high wealth family groups.
He has published numerous books and articles on taxation law. His first publication for The Tax Institute was in 1975.
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Robert Allerdice, CTA has tax experience spanning over 35 years and was The Tax Institute's Tax Consultant. In his role, Robert edited TaxVine, the Institute's weekly email newsletter, and reviewed all articles for publication in two of the Institute's journals, Taxation in Australia and The Tax Specialist.
Robert also assisted in the Institute's education program, filling the roles of convenor for both our CTA2 Advanced and CTA3 Advisory courses in our Chartered Tax Adviser Program. Admitted as a solicitor of the NSW Supreme Court in 1974, Robert practised as a tax lawyer from 1978 to 1993. He then accepted positions as Senior Lecturer, firstly with ATAX at the University of New South Wales, and then at the Law School at the University of Sydney. Robert joined The Tax Institute in June 2000 and in that time has also served as a Chair of the NSW State Division and a National Councillor.
Robert was the editor of the new, third edition of Marks’ Trusts & Estates: Taxation and Practice, originally written by Bernard Marks.