Welcome to WTS Australia

We’re thrilled to introduce Graem McClelland in our latest WTS Australia Podcast episode. A corporate tax specialist with in-house and Big Four experience, Graem combines expertise in tax, treasury, and credit. Over seven years, he’s worked with large corporations and startups, solving challenges and driving business success at WTS Australia.See omnystudio.com/listener for privacy information.

Key Takeaways: • Specialized Expertise: Shayne Carter brings deep knowledge in superannuation, income streams, and insurance products, with years of experience and even lecturing on the subject at Sydney University. • Work-Life Balance: WTS Australia offers flexibility for practitioners while maintaining a focus on delivering client-centered solutions rather than solely financial targets. • Collaborative Culture: Shayne highlights how speaking with partners David Hurley and James helped him see the unique advantages of working with WTS Australia. • Client-Focused Services: WTS Australia's priority is helping clients with their complex tax needs, ensuring that solutions are tailored to their specific situations.See omnystudio.com/listener for privacy information.

Shayne Carter’s client-focused tax advisory approach prioritizes client needs over financial targets. With experience lecturing at the University of Sydney and working with top professionals, Shayne offers expert guidance on complex transactions, ensuring compliance while helping clients achieve their financial goals.See omnystudio.com/listener for privacy information.

Growing APAC - (David Early, Eugene Lim and Teena Ingram) – Corporate tax partner, Teena Ingram hosts founding partner, David Early (CFO) together with the Founding partner of the firm Taxise in Singapore, providing their insights and experience working in the Asia Pacific Region and ranking the top 5 jurisdictions from whom they’ve been challenged by or learnt the most from.See omnystudio.com/listener for privacy information.

Key Takeaways: Global Tax Expertise: Teena's 25 years of international tax experience positions her as a leading advisor in global tax strategy. Proactive Tax Leadership: Ensuring tax is at the forefront of boardroom discussions, fostering proactive solutions rather than reactive ones. Hands-On Client Support: At WTS Australia, clients always work directly with partners like Teena, receiving tailored support from experts with deep industry knowledge. Nurturing Future Leaders: Committed to developing the next generation of tax heads, empowering teams to navigate tax complexities with confidence. See omnystudio.com/listener for privacy information.

Podcast Guest: Teena Ingram Teena Ingram, a corporate and international tax partner at WTS Australia, specializes in transfer pricing, value chain risk strategy, and controversy. With a background as an in-house head of tax for a large multinational, Teena brings a comprehensive, global perspective to her clients, who are large businesses and multinationals across Australia and the Asia Pacific. She ensures all angles are considered, filling any gaps with her extensive experience. The podcast will explore how WTS Australia is revolutionising professional services in the tech space, leveraging Teena's expertise to offer a wide range of tax risk management specialties.See omnystudio.com/listener for privacy information.

Key takeaway: Investment Fund Structures: Astrid explains the wide range of structures, from unit trusts to the newly introduced corporate collective investment vehicles (CCIVs). Tax Implications: David delves into how tax drives the decision-making process in fund structures, focusing on offshore investors and the importance of achieving tax-efficient outcomes. New Legislation: Learn about recent legislative updates, including the introduction of the CCIV and how it compares to global structures. See omnystudio.com/listener for privacy information.

Astrid Raetze, principal and partner at WTS Australia Legal, specializes in financial services and funds management. Her expertise includes advising on licensing, Corporations Act matters, and establishing wholesale and retail funds, along with their underlying investments. She values collaboration with senior experts to deliver effective client solutions. With a keen interest in impact investment funds designed for sustainable economic returns, Astrid has advised numerous charities in this area. Her key recommendation: involve legal counsel early in the structuring and strategy phases to ensure long-term efficiency and cost savings.See omnystudio.com/listener for privacy information.

Podcast Guest: Astrid Raetze Astrid Raetze is a principal and partner at WTS Australia Legal, specializing in financial services and funds management. With over 20 years at Baker McKenzie, she led fintech projects and served on the Global Innovation Committee. At KPMG, she directed responses to the banking Royal Commission. Passionate about impact investment, Astrid advises charities on sustainable funds. She joined Nauru for its exceptional team, renowned for swiftly solving complex problems, offering clients unique and expert solutions.See omnystudio.com/listener for privacy information.

Multi-tax implications of build to rent schemes – property tax advisory group (Build-to-Rent) (Patrick Hunt) – Founding partner, Patrick Hunt highlights WTS Australia's multi-tax support (corporate tax, GST, stamp duty and land tax) for clients developing Build-to-Rent projects, over their project life cycle from site selection through to operations.See omnystudio.com/listener for privacy information.

Key takeaway: Minimizing Stamp Duty: Angela’s expertise helps clients save significant costs on stamp duty, which can be as high as 6.5% of the gross value of assets. Tailored, Timely Advice: At WTS Australia, the team delivers client-focused advice quickly, ensuring that businesses receive the insights they need without delay. Experienced Team: WTS Australia boasts a group of seasoned tax professionals who combine technical knowledge with practical, commercially-minded advice. See omnystudio.com/listener for privacy information.

Podcast Guest: Angela Melick Welcome to our podcast featuring Angela Melick, a stamp duty partner at Nwauru. With extensive experience since WTS Australia's inception, Angela leads a team of seasoned tax professionals. They excel in providing practical and commercial advice on complex tax issues. Angela's passion lies in solving clients' stamp duty challenges, helping them save significant costs. She thrives on identifying strategic solutions during acquisitions, mergers, demergers, takeovers, and restructures. Stamp duty, which can reach up to 6.5% of the gross value of assets, is a crucial consideration in transactions. Angela's expertise ensures clients minimize unnecessary stamp duty and optimize their financial outcomes.See omnystudio.com/listener for privacy information.

Key takeaway: Expert Advisory: Access to seasoned professionals with Big Four and major corporate experience. Practical Solutions: Emphasis on actionable advice that drives real-world results. Client-Centered Approach: Tailored solutions that break free from traditional constraints. See omnystudio.com/listener for privacy information.

Podcast Guest: Patrick Hunt Patrick Hunt brings over 30 years of experience as a tax expert, having started as a junior taxation officer and rising to a partner at a Big Four firm. Post-retirement, he found a new passion in consulting for Nauru, specializing in Goods and Services Tax (GST). His diverse daily tasks range from the cosmetic industry to heavy earth-moving equipment and digital services across borders. The dynamic nature of his work and the complexities of business operations keep each day fascinating and unique. Join us as Patrick shares insights and experiences from his multifaceted career in tax consulting.See omnystudio.com/listener for privacy information.

Podcast Highlight: Dive into the latest in tax governance with Nuwaru's Peter Chiswell and Michael Canvin. Explore ATO findings from top assurance programs, tax governance trends, and strategies for staying compliant. Key Insights: ATO Findings: Understand the importance of achieving a Stage 2 or 3 rating. Governance for Large Entities: Explore internal controls testing and its impact. Third-Party Data Management: Learn about new ATO guidelines and compliance deadlines. Private Groups: Discover tailored governance tips for top 500 and next 5000 organizations. Proactive Compliance: Insights on building effective, review-ready frameworks. See omnystudio.com/listener for privacy information.

Key Takeaways: • Navigating Tax Governance: Expertise in assisting clients with the ATO’s justified Trust’s tax governance measures, ensuring compliance and strategic advantage. • Global Tax Reform: A commitment to reforming tax administrations in developing economies, helping to build capacity and effect change in underprivileged regions. • Client-Focused Flexibility: Michael’s approach at WTS Australia offers clients tailored solutions, emphasizing flexibility and direct engagement without the typical constraints of traditional firms. • International Experience: A wealth of experience in working across various countries, providing insights into global tax practices and reform initiatives.See omnystudio.com/listener for privacy information.

Podcast Guest: Michael Canvin Michael Canvin, a specialist consultant at WTS Australia, focuses on guiding clients through the ATO justified trust tax governance measures. With a strong background in corporate tax and tax management, Michael has worked with the Big Four firms in Australia and globally. Seeking flexibility and a client-centric approach, he joined WTS Australia. His expertise includes establishing, updating, assessing, and testing tax governance measures, as well as implementing tax reforms in developing and emerging economies. In this podcast, Michael shares his insights and experiences in navigating complex tax regulations and governance.See omnystudio.com/listener for privacy information.

Key Takeaways: • Tax Governance Expertise: Combining years of technical tax knowledge with commercial acumen to deliver effective tax solutions. • Broad Industry Experience: Leveraging a wide industry spread to provide tailored tax advice to a diverse range of clients. • Renewables Sector Insights: Exploring the evolving renewables sector and its impact on tax governance. • Practical, Strategic Advice: Offering actionable guidance that aligns with business objectives, ensuring efficient and successful outcomes.See omnystudio.com/listener for privacy information.

Podcast Guest: Peter Chiswell Peter Chiswell, a founder at WTS Australia, specializes in tax governance. With extensive experience in various areas, Peter focuses on the crucial work of setting up, reviewing, and testing governance frameworks. His in-house tax expertise provides deep insights into business operations, controls, and team dynamics. This unique perspective enables him to thoroughly understand organizational processes and enhance governance structures effectively. Join us as we delve into Peter's journey and explore the significance of robust tax governance in today's business landscape.See omnystudio.com/listener for privacy information.

Key features: Infrastructure project insights (Rod Henderson and Paula Edwards-Moffat) – Founding partner Rod Henderson and WTS Australia Legal partner, Paula Edwards-Moffat provide their insights into the complex tax and legal considerations for Greenfields renewables infrastructure projects. See omnystudio.com/listener for privacy information.

Key takeaway: Partner at WTS Australia Legal with 20+ years of experience in litigation and corporate advisory. Specializes in construction and infrastructure projects (EPC, D&C, O&M, PvP). Provides corporate advisory and general counsel on-demand services. Expert in risk identification, minimization, and innovative tech-driven solutions. Delivers actionable, straightforward advice to help businesses achieve their goals efficiently. See omnystudio.com/listener for privacy information.

Podcast Guest: Paula Edwards-Moffat Paula Edwards-Moffat, a partner at WTS Australia Legal, brings over 20 years of experience in litigation and corporate advisory transactional work. Utilizing WTS Australia Legal’s pragmatic and cost-effective approach, Paula advises her own startup, appreciating their smart, business-savvy guidance. She excels in identifying risks and developing robust mitigation strategies that align with business goals, ensuring risks are minimized and commercial outcomes are maximized efficiently. In this podcast, Paula shares her insights on effective risk management and how to achieve business targets swiftly and effectively.See omnystudio.com/listener for privacy information.

Key takeaway: Founding Tax Partner at WTS Australia: Specializes in structuring complex transactions with a focus on tax, legal, and commercial aspects. Innovation and Expertise: Offers tailored solutions for clients facing intricate challenges, leveraging senior expertise. Unique Value-Sharing Model: Delivers services that benefit both clients and WTS Australia members, emphasizing value and collaboration. Diverse Team: Draws on a wide range of backgrounds and experiences, enhancing problem-solving and client service. Client-Centric Approach: Simplifies tax complexities, helping clients make informed, actionable business decisions. See omnystudio.com/listener for privacy information.

In this episode, we sit down with Rod Henderson, a founding tax partner at Nuwaru, to explore how he’s redefining professional services. Rod shares his journey from working in large firms to creating a unique firm that emphasizes a value-sharing model benefiting both members and clients. We delve into Nuwaru’s diverse team, whose varied experiences and backgrounds foster a strong network effect within the business community. Rod also highlights how Nuwaru’s innovative structure and user-friendly systems make the firm an easy and enjoyable partner to work with.See omnystudio.com/listener for privacy information.

Key features: – CEO James Jobson hosts Digital Lead partner, David Beves and AI engineer, Dilan Jayasinghe in discussing various aspects of corporate transformation, especially in the technology space, and the fast-growing development of generative AI and predict its future course.See omnystudio.com/listener for privacy information.

Key take away: Boutique tax firm offering a comprehensive range of tax services across the spectrum. Operates uniquely, avoiding competition in the big-four space. Provides on-demand head of tax services for clients who can't afford or don't need a full-time head of tax. Supports clients during tax audits, compliance seasons, and other tax-related needs. Typical clients include ASX-listed companies and high-net-worth individuals. See omnystudio.com/listener for privacy information.

Podcast Guest: David Beves David Beves, a partner at WTS Australia specializing in tax technology and transformation, as he delves into the world of tax automation. In this episode, David explains how moving away from Excel spreadsheets to automated solutions can streamline complex financial calculations, reducing risks and saving time and costs. He focuses on identifying value drivers within businesses and ensuring that solutions deliver significant value to clients. Discover how these innovations can excite CFOs and stakeholders alike, ensuring accurate and timely tax payments. Tune in to learn how tax technology can transform your finance functions for better outcomes.See omnystudio.com/listener for privacy information.

Founding Nuwaru (David Beves with James Jobson and David Early) Digital lead partner, David Beves hosts an entertaining podcast with Founding partners, James Jobson (CEO) and David Early (CFO) on how they met and founded Nuwaru from scratch, and the secret sauce that made the firm so successful today.See omnystudio.com/listener for privacy information.

Key take away: Specialist Tax Firm: WTS Australia is not just a traditional tax firm; it combines technical expertise with real-world commercial experience. Experienced Leadership: About half of WTS Australia's partners have held roles as heads of tax in the commercial sector, offering a unique understanding of client needs. Client-Centric Solutions: This blend of expertise enables WTS Australia to partner closely with clients, providing end-to-end solutions tailored to their specific requirements. Implementation Focused: WTS Australia's approach is designed to not only offer advice but also to implement practical solutions that work in the real world. See omnystudio.com/listener for privacy information.

Key guest: David Early David Early is an experienced tax partner with a diverse background in both professional services and leading tax functions for a multinational. He specializes in corporate tax and employee share schemes, focusing on delivering end-to-end solutions and ensuring advice is effectively implemented for his clients.See omnystudio.com/listener for privacy information.

Key take away: Specializing in optimizing your tax function with a hybrid advisory approach. Combining former big four partners with commercial tax directors for unparalleled expertise. Seamlessly integrate into your team, offering both in-house support and external advisory services. Providing expert advice, tax return reviews, and ongoing tax function support. Our unique model distinguishes us as a leading advisor in the market. See omnystudio.com/listener for privacy information.

Podcast Guest: James Jobson James Jobson, CEO and corporate tax partner at WTS Australia, brings a trusted and commercial approach to tax functions. With a background in the Big Four and financial services, he now serves a diverse range of medium and large corporations. Six years ago, James founded WTS Australia to capitalize on the trend of outsourcing tax functions. At WTS Australia, he integrates seamlessly into clients' tax operations while also managing the firm. His extensive experience and sensible leadership make him a valuable asset in the corporate tax landscape. Tune in to hear James discuss his journey and insights into the evolving tax industry.See omnystudio.com/listener for privacy information.

Key take away: WTS Australia is a specialist tax service firm offering comprehensive tax solutions. Services include tax controversy, risk management, transfer pricing, R&D, customs, payroll tax, and more. The firm consolidates expertise across all tax aspects in one place. Team members bring deep industry experience and business acumen. See omnystudio.com/listener for privacy information.

Sean's personal and professional backgrounds of our Tax and Legal Partners; key areas of expertise and specializations; notable career achievements and milestones; insights into the financial and legal strategies they employ; how their expertise benefits our clients and drives success.See omnystudio.com/listener for privacy information.

Welcome to WTS Australia's audio channel. We support, run and advise the best tax functions & firms in Australia. We integrate former Big Four partners with commercial tax directors, offering expert advice and automated solutions. Specializing in goods and services tax, we assist clients from problem-solving to implementation. Our collaborative team, typically found only in Big Four firms, leverages industry expertise and technology to provide tailored, effective tax services.See omnystudio.com/listener for privacy information.