Expertise
Rob has practiced law in Victoria for over 30 years initially within major law firms, then in-house at a major bank, and subsequently in ‘Big 4’ accountancy / advisory practices.
Rob’s areas of expertise are indirect taxes (transfer and landholder duties, land taxes, pay-roll taxes), with experience in all Australian States and Territories.
Transfer duties
- property development projects (sub-sales, partitions, economic entitlements);
- corporate restructures, consolidations, demergers, IPOs, privatisations;
- family structures (trust creation, capital distributions, winding up entities);
- foreign owner surcharges and exemptions;
- fixtures and infrastructure (ports, marinas, power distribution networks, wind and solar farms);
- insurance duties;
- motor vehicle duties (dealer and trader exemptions etc);
- superannuation fund mergers and distributions;
Landholder duties
- acquiring interests in unit trusts, and corporate entities (thresholds, aggregation, quarantined interests);
- tracing interests through holding entities ( unit trusts, discretionary trusts, partnerships LPs, LLPs and other types of entity);
Land Taxes
- exemptions (charities, primary production, principal residence, universities and clubs)
- foreign owner surcharges and exemptions for developers and others;
- trust surcharges (including special trusts NSW);
- grouping of related entities.
Experience
Rob’s recent experience includes:
- obtaining exemptions (all jurisdictions) for merger of public offer superannuation funds;
- advising on treatment of long term State leases granted subject to development obligations (Vic, NSW, Qld and NT);
- obtaining private binding ruling for grant of lease by charity in Victoria subject to development obligations;
- lodging corporate reconstructions exemptions / concessions for restructure of primary production group;
- obtaining build to rent concessions (Victoria and NSW);
- obtaining exemption in Victoria for distribution, winding up family trust;
- conversion of private unit trust to public unit trust in Victoria;
- institutional offer of property development fund (Vic and NSW);
- advice and lodgements relating to private equity takeover of listed infrastructure fund;
- applying for exemptions from foreign owner surcharges in Victoria and Queensland for hotel group;
- advising on land tax grouping audit in relation to family group holding investment and development properties; and
- advice on change of trustee of public offer superannuation fund and applying for exemptions.