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“My passion is helping clients plan and implement intelligent taxation solutions.”

Josh assists clients implement innovative taxation strategies that help them achieve their broader goals and objectives. Josh is knowledgeable in all aspects of Australian federal taxation advisory. He is able to advise on establishing and running businesses as well as various tax incentives that help clients restructure their affairs in preparation for sale or succession.

Josh advises many foreign controlled businesses on their Australian operations, cross border transactions, expatriate taxation issues and other international taxation matters. His expertise ensures that they are well placed to capitalise on global taxation and cross border opportunities. He is also able to advise on Australia’s R&D tax concessions and effective succession and estate planning strategies.

Josh is currently establishing a charity to help those who are suffering from financial distress, through the provision of financial literacy education. He also undertakes pro bono taxation advisory services for Youngcare.

Qualifications

  • Member of the Chartered Accountants Australia and New Zealand (CA)
  • Chartered Tax Advisor (Tax Institute)
  • Graduate Diploma in Financial Planning (Kaplan)
  • Bachelor of Commerce (UQ)

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