National Head of Technical Tax – Private Business Tax & Advisory
David works closely with Grant Thornton’s Private Business Tax & Advisory team, providing tax technical, strategic and training support across Australia. As an accomplished writer and tax legislation specialist, he ensures that all members of the PBTA team stay abreast of the latest tax developments.
David’s role draws upon over 30 years’ experience in achieving tangible outcomes for clients, in particular through advising on significant transactions such as business restructures and exiting a business. His approach is to deliver solutions-based outcomes that assist clients in making important decisions concerning their businesses.
David is an engaging speaker and is able to deliver technical tax information in an understandable and commercial format for staff and clients. David’s articles have been published in a range of national and local publications over many years.
Experience
- Devising, advising on, and implementing business and corporate restructures in service of a variety of commercial goals.
- Advising on exiting a business, with a focus on maximising the after-tax cash position.
- Advising on, and implementing, successful intergenerational transition of family wealth.
- Extensive experience with the small business CGT concessions, Division 7A (private company loans), and taxation laws applying to trusts.
- Submissions on proposed taxation laws or amendments, draft rulings by the Australian Taxation Office, and proposed taxation policies.
Qualifications
- Master of Taxation, University of New South Wales
- Chartered Tax Adviser, The Tax Institute
- Chartered Accountant, Chartered Accountants Australia & New Zealand
- Bachelor of Business, Curtin University
