Specialist Areas
Professional Qualifications
- Graduate Diploma of Chartered Accounting — CA ANZ
- Bachelor of Commerce (Accounting) — Australian Catholic University
Experience
Charles has close to 10 years’ experience in business services and taxation, working with high-net-wealth family groups, multi-entity business structures and professional service firms. His experience includes the preparation of financial statements and tax returns for companies, trusts, partnerships, self-managed super funds and not-for-profit organisations, with client groups exceeding $100M in assets and turnover.
He has direct exposure to a broad range of tax matters including capital gains tax, Division 7A, small business concessions, personal services income rules, payroll tax across multiple states, fringe benefits tax, and GST advisory.
Charles is also experienced in delegated workflow management, review of junior staff output, and leading offshore accounting teams to streamline processes and deliver efficiencies for clients.
His advisory experience includes assisting with an ATO audit involving suspected evasion, preparing voluntary disclosures, liaising with legal and financial stakeholders, and preparing Division 7A analysis for complex group structures.
