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Combining a natural flair for mathematics with a passion for advocacy, Carlos has made tax law and advice his specialty. With experience working for the Australian Taxation Office, where he was a senior technical officer in the Tax Avoidance Task Force, as well as in private practice with Big Four advisory firms, Carlos brings unique insight to solving complex tax issues for clients.
Foreign and domestic clients come to Carlos to address complex tax matters arising from their business and investment activity. By focusing on details that might otherwise be overlooked, Carlos identifies novel solutions to achieve desired results.
Carlos has over 12 years’ experience in managing sensitive global tax affairs, commercial structuring, tax accounting and significant tax audit disputes for clients. His current and former clients include foreign government-controlled entities, public and listed groups, managed funds and private high net wealth groups primarily from mainland China, Singapore and Malaysia.
As an active member of the ATO Property and Construction Forum, Carlos is recognised as a technical leader in that industry by the ATO. His role in the forum ensures he is up-to-date on developing tax issues of concern in that industry for his clients’ benefit.
“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 and trust taxation and legal advice
design/implementation of tax sensitive business/investment structures
employee share scheme tax concessions
federal/state tax advice for all aspects of property development projects
federal/state tax law dispute management
foreign investment regulatory regime advice
international taxation advice
managed investment schemes advice
r&d tax offset advice
tax efficient transaction planning
wealth preservation advice
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, Carlos was able to address the matter and secure a material interest deduction for the client, an outcome that had previously been denied.