CHARTERED TAX ADVISOR AND CHARTERED ACCOUNTANT

 
 
Adrian Abbott
Chartered Tax Advisor and Chartered Accountant
LLB, BEc, FCA, FCIS, FGIA, CTA
Sydney Tax Advisory
Tel: +61 2 9363 2477
Mobile: 0419 693 349
Email: adrian@sydneytaxadvisory.com.au
 
 
“ With accounting and legal training I am in a position to assist clients in tax dispute and resolution matters.”

I am an ideal problem solver as I have 35 years of experience in accounting, tax and business issues, coupled with legal issues.

CLIENTS AND EXPERTISE
Clients comprise high net worth individuals and medium sized corporations across a range of industries, including commercial and industrial property, retail, jewellery manufacture, toll manufacture, health and agriculture.
Professional background
  • Bachelor of Economics
  • Bachelor of Laws
  • Fellow of the Institute of Chartered Accountants
  • Chartered Tax Advisor – Tax Institute of Australia
  • Fellow Governance Institute of Australia
  • Fellow Institute of Chartered Secretaries
  • Admitted Barrister at Law of the Supreme Court of New South Wales and High Court of Australia

PROFESSIONAL APPOINTMENTS:

  • Served as Governor of the Taxation Research Foundation of Australia under the Chairmanship of Sir Harry Gibbs.
  • Chairman and Member of the Challis Taxation Group for some 25 years.
  • Committee Member Taxation Institute of Australia - Dispute Resolution Committee.

PAPERS PRESENTED AT THE TAX INSTITUTE CONFERENCES – 2012 TO CURRENT:

  • Paper: Cash Economy Audits and Benchmarking – NSW Convention (May 2012), Tasmanian Convention (October 2012) and Tax Group (October 2012).
  • Webnar: National Streaming Benchmarking (November 2012)
  • Paper: Tax Agents Services Act – NSW Convention and Tax Groups (May 2013).
  • Paper: Managing a Tax Audit – Presented to The Tax Institute August 2013
  • Tax Controversy and Dispute Resolution – Tax Groups.
  • Presented: Safe Harbour Provisions TAA and TASA (March 2013).
  • Webnar: FBT Issues and “In respect of employment” (June 2013 and 2014)
  • Presented: Tax Amnesty Project DO IT.
  • Chair tax conferences on tax amnesty.
  • Participated in Q & A Sessions for general tax issues (October 2012).
  • Australian National Mediator Accreditation System - Completed requirements for the LEADR Accreditation Scheme -2014
  • Paper : NSW Tax Institute Convention - Family Constitution and Deed of Family Arrangement.
  • Paper and Presentation at NSW Tax Institute with Michael Cranston, Deputy Commissioner of Taxation - "Does the ATO think your client Risky"? - May 2016.

PROFESSIONAL EXPERIENCE:

  • Resolving and negotiating with the ATO tax issues for a diverse client group. Issues include superannuation compliance, offshore income, asset disclosures, benchmarking desk audits, high net worth risk reviews, full tax audits and general compliance.
  • Working as part of a multi disciplinary team with lawyers on accounting and evidential matters and in providing expert evidence.
  • Preparation of submissions and negotiations with the ATO in respect of transfer pricing matter and presentation to ATO Audit Panel.
  • Conducting tax due diligence for purchasers of businesses and working with lawyers on tax indemnities in the share purchase agreements.
  • Advising on payroll tax, workers compensation and assisting clients in submissions and or tribunal appearances for these State imposts.
  • Structuring client businesses and groups taking into account family, commercial and taxation issues.
  • Working with the ATO through the tax audit procedures for clients.
  • Negotiating Commonwealth tax debt waiver and ATO penalty and other remissions.
  • Applying for private tax rulings, including definition of arms length income in superannuation funds and employee benefits trust.

Current

SYDNEY TAX ADVISORY SYDNEY ACCOUNTING & BUSINESS ADVISORY

Working with a multi-disciplined tax and accounting team on tax resolution issues.
2004 to Current

CROWE HORWATH SYDNEY
Consultant in the taxation division servicing a wide general client base including manufacturing, property, retailing, agricultural and health and general service businesses.

Examples of Tasks Undertaken Click here
 

The Team of Sydney Tax Advisory


 
 

Don Pearson


Is admitted as a Solicitor and has thirty years experience.

 
 

Simon Patterson


A Chartered Accountant holds a Bachelor of Business and is a Member of the Institute of Chartered Accountants. Simon has United States tax experience and has worked in commerce.