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With strengths in mathematical analysis and his passion for advocacy, tax law is a natural fit for Carlos. He brings experiences in both the Australian Taxation Office and private practice, so Carlos’ clients benefit from his significant industry knowledge.
Carlos utilises his detailed knowledge of the area to achieve what often seems to be the unachievable for clients. He focuses on the small details and takes the time to understand his clients’ situation, knowing this can have a significant impact on the final outcome.
“Clients come back when you achieve successful outcomes for them. Clients need someone to advocate for them in their tax matters and someone who will ensure every avenue is pursued to help them.”
corporate finance and transactions
inbound/outbound/cross-border investment and tax advice
tax and structuring
transactional tax work
Clients were hoping for a foreign buyer for a $200 million Victorian company. Carlos and team advised the clients on preparing the company for sale and the requirements of a foreign acquisition. This included how to structure the company to ensure future deals would comply with Australian foreign takeover laws as well as educating the clients on what they were required to do if and when an offer was made.
Carlos and team advised an international group with more than $300 million in investments that were managed in overseas jurisdictions. The client needed advice around a transfer of $80 million of funds from overseas jurisdictions. Carlos made sure the transfer complied with Australian foreign investment, tax and other legislations governing monetary transactions.
A wealthy private group has employed three different tax advisors without being able to achieve a consensus with the ATO. Carlos advised the clients about the dispute over interest deductions related to cross-border related-party loans. With his extensive knowledge of the ATO, Carlo was able to address the matter and secure a material interest deduction for the client, an outcome that had previously been denied.