Alison works with her clients to protect and enhance their personal wealth. She assists high net worth individuals, CEOs, private equity executives, fund managers and private business owners, many of whom have international portfolios or assets.
Her pragmatic advice helps individuals secure tax effectiveness while attaining their long-term personal aspirations; critically considering the appropriateness of various structures. Alison also assists clients to establish and maintain vehicles such as Trusts, personal investment companies and self-managed superannuation funds, whilst being mindful of any international tax considerations such as inheritance or gift taxes.
Alison specialises in managing the global tax affairs of international mobile executives and business owners, Australians who have made another jurisdiction their home, or foreign nationals who have made Australia home. She has a strong understanding of the personal tax regimes in overseas jurisdictions including the UK, USA, Hong Kong, France and Singapore. Using a personal approach to client service, Alison provides proactive and on-going advice to meet the long-term needs of her clients, often advising on global retirement strategies and residency issues.
With comprehensive knowledge and experience gained from working with individuals with a range of financial goals and objectives, Alison establishes effective structures that flex over time as personal goals and objectives evolve.
Alison became a partner of the Sydney firm in 2014.
Qualifications and Memberships
- Member of Institute of Tax Australia
- Fellow of the Institute of Chartered Accountants of England and Wales
- Member of Chartered Accountants Australian and New Zealand
- Diploma in Financial Planning