Do you need some help with manipulating the data to give effect to your tax outcomes? Are you a tax lawyer or advisor who wants to write the opinion, but your excel skills are not up to scratch? Do you want to work with another tax specialist who will do the calculation for you, and who understands the tax law, but you want to provide the written tax opinion, and maintain the client relationship?
Skye is a data nerd. She has a deep specialty in fixed assets, tax consolidation and inventory – areas which can often require the manipulation of large amounts of data to produce the outcome consistent with the law.
She may not be an expert in every area of tax, but knows how to ask the right questions and set out the data in a way that even the most numbers averse person can understand, and can apply it to other areas of tax. Let Skye help apply your tax advice to the numbers in front of you.
Examples of projects
- Large tax consolidations: Prepared tax consolidation calculations for 50 entities joining the group, working with the advisor wrote the legal opinion and advised on more technical matters
- Super Guarantee Charge (SGC): Working with the ongoing accountant to prepare SGC calculations to reallocate superannuation payments materially reducing the SGC liability
- Superfunds: Worked with Superfund experts to develop dashboard analytics to enable a more efficient review of custodian data
- Inventory: Developed a workpaper to be used annually which determines the tax cost of trading stock, based on income tax advice provided, and to be used by the inhouse accountant to create a ‘permanent’ timing benefit
- Foreign currency: Developed a workpaper to determine foreign currency gains/losses on a foreign bank account. The tax agent can now use this to calculate the FX gains in future years
- FAR review: Undertaking FAR reviews of targets as part of the tax due diligence. Working closely with the transaction team to ensure materiality, impact on historic tax liabilities and providing input to the tax structuring and financial modelling