Director of Taxation - Sydney | Australasian Taxation Services
Simon jokes that as a child he loved maths and magic, so he combined both his passions and became an Accountant. He is recognised for his attention to detail and client focus, which he attributes to the importance he places on understanding his client's unique circumstances and building long term relationships.
Simon has successfully completed his Bachelor of Commerce, is a qualified Chartered Accountant, holds a Diploma of Financial Planning, is an accredited SMSF Specialist, Registered Tax Agent, holds a Certificate of Public Practice with ICAA and is a Justice of the Peace (JP).
Simon holds the position of Australasian Taxation Services Director Sydney. He is responsible for managing the Sydney ATS team, forming entities such as trusts, companies and self-managed superannuation funds, and preparing taxation returns for foreign and recently repatriated clients. His previous experience includes public practice, running his own successful business as well as working internationally for the SMATS Group in London.
Simon’s professional speciality is in Family Groups and structuring – which typically combines the interaction between taxation, accounting and ASIC matters for high wealth individuals and their trading companies, family trusts and self-managed superannuation funds. This is achieved by ensuring the clients overall financial objectives are attained through asset protection, income splitting and tax planning, and optimum investment or trading vehicles.
His passion for helping others is demonstrated through his extensive commitment to Charity work over the past 12 years in both Australia and London. He has donated his expertise in the capacity of Honorary Treasurer and as a Volunteer assisting the aged care and homeless community.