Partner – Private Business Tax & Advisory
Jenni Nash brings over 25 years of experience working closely with family groups, family office, individuals and small business advising on structuring, cross-border, personal and corporate tax advisory and compliance matters.
Her engagements have included international structuring and tax advice for fast-growth or early-stage businesses looking to expand globally, tax planning for family office to ensure seamless transition between generations, and tax advice and structuring for a number of high profile or high net-wealth clients looking to relocate into or out of Australia.
Jenni has assisted clients working through major life events to manage and mitigate tax outcomes in the most appropriate and advantageous way. Jenni actively looks after all facets of the private client relationship and works together with a suite of advisors to deliver assistance that is targeted, appropriate and efficient.
Jenni is actively involved with a number of angel investor groups. She is regularly asked to present at private banking forums and through her network at various legal seminars, and is often involved in submissions to government on proposed legislation that directly impacts her client group.
Experience
- Advising on small business tax concessions, in particular capital gains tax concessions for small business
- International asset structuring and advice, specifically when moving to or from Australia
- Assistance with ATO audits and reviews – including Top 500 and Top 5000 reviews
- Business structuring and restructuring advice to minimise negative tax outcomes
Qualifications
- Bachelor of Commerce (Accounting), University of Western Australia
- Accredited Family Business Adviser, Family Firm Institute, Inc.
- Member of Chartered Accountants Australia & New Zealand (CAANZ)
