Josh has been working in public practice for over 10 years focusing on the taxation issues affecting Private Business and Family Advisory.
He has detailed knowledge of the Self-managed Superannuation Fund sector, helping Trustees to comply with the legislative requirements as well as implementing live reporting solutions for Trustees to effectively manage their retirement savings in a timely manner.
Josh has spent time in Melbourne’s Pitcher Partners specialist SMSF advice division, developing strategies alongside Trustees to maximise members' retirement savings while ensuring wealth is passed smoothly to the next generation.
He also has a wide understanding of the various taxation issues affecting inbound and outbound clients providing advice on how to plan and manage a change in tax residency status.
Areas of Expertise
- Tax residency advice: inbound and outbound clients
- Tax structuring for outbound investments
- Rollovers from foreign superannuation funds
- Forex gains and losses
- SMSF compliance and administration
- Management of excess contributions
- Limited recourse borrowing arrangements
- Insurance: type/deductability/accessibility
- CGT tax concessions
- Investment restrictions
- Property development
- Estate planning
- Planning of trustee absences
- Health care
Memberships & Qualifications
- Bachelor of Commerce
- Member of the Institute of Chartered Accountants Australia
- Member of the SMSF Association
- SMSF Specialist Advisor (SSA)
Services & Specialisations
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