Carlos joins our Commercial team as a senior tax specialist. He brings a wealth of experience in the management of tax disputes, ruling requests and significant transactions for clients in both federal and state taxation matters.

Carlos’ previous experience includes working for the Australian Taxation Office as an advanced technical advisor  where he advised  on multiple client risk reviews and audits, ruling requests, changes to tax legislation and tax industry guidance. He has also been involved in various expert risk panels, including those relating to private wealth extraction and cross border tax issues, property and construction, Division 7A and other tax avoidance schemes.

“I have spent over 10 years helping my clients navigate the law to achieve optimal business and tax outcomes. I approach client relationships from a detail-driven, practical and commercial perspective, helping clients achieve what is required in timely fashion irrespective of the scope of the challenges.”

Significant matters

As an advanced tax specialist, Carlos has assisted on multiple investigations of private wealth groups, focusing on complex and significant tax issues including cross border, tax consolidation and property and construction matters.

Property Development matter spanning in excess of $1 billion in land

Assisting various foreign government entities dealing with Foreign Investment Board matters and significant tax matters.

Disposal by listed group of a $270 million subsidiary business to a multinational group.

Assisting in obtaining a successful private binding ruling request for capital gains tax rollover relief in relation to the exchange of $140 million shares in a foreign company for units in a Delaware corporation limited partnership.

Bachelor of Laws (Tax Laws/Taxation), University of Melbourne

Bachelor of Commerce (Accounting and Finance), Honours, University of Melbourne

Master of Laws (Taxation) Second Class Honours, University of Melbourne

Member, The Tax Institute

  • Complex inbound and outbound private investment structuring
  • Property and Construction tax issues
  • Managed funds and related trust taxation issues
  • Tax consolidations
  • Acquisitions, restructures and liquidations
  • Discretionary trust taxation
  • Federal and State tax disputes
  • Tax Audit Management
Professional Services
Professional Services
Events
Events
Publications
Publications

related contacts

Web-Prath-Balasubramanium-Macpherson-Kelley
Prath Balasubramaniam VIC
Web-Craig-Gibson-COL_LGE
Craig Gibson VIC