Indirect Tax Partner
Brad is a Partner in the Financial Services Tax practice and has over 20 years’ experience in advising his key clients. Brad provides pro-active advice on indirect taxes, including Goods and Services Tax (GST), to clients across the Banking and Capital Markets, Insurance and Wealth and Asset Management sectors within the Financial Services Industry.
Brad assists his financial services clients from an indirect tax perspective on GST due diligence, structuring for acquisitions as well as divestment, developing and documenting GST apportionment methodologies, as well as with managing ATO audits and disputes, including requesting Private Binding Rulings. Brad is also currently assisting a number of his clients either prepare for justified trust reviews around GST, or managing current ATO justified trust reviews.
In recent years Brad has assisted his financial services clients in undertaking detailed data analytics exercises involving large volumes of data, as well as implementing automation processes around GST compliance. Brad’s current focus in the digital tax field is developing an approach for clients for the deployment of AI, including within the automated GST compliance processes.