Dale is EY’s APAC Insurance Tax Sector Leader. Dale is a Tax Partner based in Melbourne, Australia with over 30 years of experience supporting a range of clients across the insurance industry and more broadly financial services. During this time Dale has advised many of the largest insurers across Asia Pac including life and non-life and health insurers.
Dale is a regular speaker at industry seminars and conferences and has contributed to many industry and tax publications.
Dale has extensive professional experience working with clients in respect of the following key areas:
He has been involved with many of the financial services tax reforms and has worked with both clients and the Australian government and regulators to achieve balanced and workable tax outcomes.
Acquisitions, restructures and divestments across the financial services sector. Dale has advised in respect of many of the larger financial services acquisitions over the last 10 years with a particular focus on due diligence, purchase price accounting tax adjustments, tax consolidation, policy alignment and structuring alternatives.
Dale has worked with many clients in helping them identify their key tax risks and developing a tax risk management strategy to respond to the increasing risks arising in the context of changing business and environmental factors.
Dale works with clients across the APAC region to help them achieve the benefits of centralization from decentralized models
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