Published on 18 Feb 15
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- managing tax in an infrastructure transaction
- balancing stakeholder interests
- working within the process
- managing risk allocation in a time and cost efficient manner.
Addison Younan CTA
Addison has over 10 years of corporate tax experience working in both a leading tax advisory firm and as an in-house tax adviser. Addison has recently returned from Hong Kong, where he managed the tax function of NAB Asia which operates in 5 jurisdictions. He has advised on numerous banking and wealth management transactions, including matters relating to superannuation, managed funds, life insurance, capital management, securitisation, debt syndication and infrastructure projects. Addison has advised extensively on a range of infrastructure projects for the NAB Group, especially around the tax issues arising for debt investors. Addison holds a Master of Laws from the University of Sydney. He is an Associate of the Institute of Chartered Accountants in Australia and a Chartered Tax Adviser with the Tax Institute. Current at 28 August 2014
Richard Buchanan CTA
Richard is a partner at EY and specialises in the tax aspects of major transactions, including mergers and acquisitions, infrastructure and property projects. He regularly provides advice through the life cycle of the transaction, including funding, structuring, due diligence, documentation negotiation and post-acquisition integration. Richard's role in infrastructure transactions can vary from advising bidding consortiums, representing lending syndicates, advising vendors and representing equity in a consortium. Current at 19 September 2016
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