“I really listen to and value what others have to say and have a genuine interest in understanding what makes them tick.“
Director, Tax Services
There’s nothing more satisfying for Ian than building a strong connection with clients, and sharing in their journey towards business success. “When clients confide in me about business issues or their personal life, it shows the level of trust they have and that’s extremely rewarding,” he explains.
Described by clients as humble, no-nonsense and ‘one of the nicest people you could meet’, one of Ian’s greatest attributes is his ability to provide clients with practical and jargon-free advice. He believes the sign of a good advisor is not someone who ‘bamboozles with technicalities’, but who can make difficult concepts very simple.
Renowned for his tax expertise, Ian takes the time to truly understand an issue before offering solutions. ‘Often it is the client who has to implement what we recommend so it’s important you take the time to help them understand what you’re telling them.” Ian strongly believes that the primary consideration in any situation should be the commerciality of the matter, with tax consequences being a secondary focus.
His extensive knowledge of tax issues is widely sought after in the business community, and he was instrumental in achieving changes to retirement planning for SMEs in 2007 through lobbying of the Senate Committee for Superannuation. He has worked tirelessly to influence tax reform for small to medium business and was recently recognised by The Tax Institute with a meritorious service award.
Ian enjoys being able to add value to his clients’ businesses and is rewarded by seeing his advice lead to a successful outcome.
- Expert tax consulting
- Structuring and restructuring arrangements
- ATO product, private rulings and ATO audits
- Superannuation planning and restructuring
- Tax risk management strategies
- Succession and estate planning
- Bachelor of Commerce
- Member of Chartered Accountants Australia and New Zealand
- Chartered Tax Adviser
- Chairman SA Technical Committee, The Tax Institute
- SA State Councillor, The Tax Institute
- High net worth individuals
- Property and construction