Jim is a member of our commercial team and has a particular focus on private client services.
He advises and represents clients in the areas of taxation law, succession planning (personal and business), trusts, superannuation, asset protection, legal structuring, property development and the not for profit sector.
Jim’s taxation practice includes advising domestic and international clients on all issues relating to taxation. He has represented the Commissioner of Taxation in a number of Federal Court and Administrative Appeals Tribunal matters.
Jim works with clients ranging from simple personal affairs to complex high net worth families and business structures. He provides strategy advice in relation to asset protection, personal and business succession planning, business structuring and implementation, exit strategies and winding up trusts and companies.
He also assists with setting up, winding up, vesting property, reviewing and amending trust deeds for discretionary trusts, unit trusts, bare trusts, SMSFs and charitable public trusts.
Jim regularly advises and prepares transaction documentation for numerous SMSF trustees and members, provides taxation advice to trustees of deceased estates and trusts, including international issues.
Professional Associations & Memberships
- Law Society of Western Australia
- Chartered Tax Adviser of the Tax Institute
- Society of Trust and Estate Practitioners (STEP)