Alan has significant experience in both the corporate law and taxation requirements associated with managed investment schemes of many types, including property trusts and syndicates, mortgage trusts, mezzanine funds and agribusiness schemes.
He also provides advice on tax effective structuring for the acquisition, holding and sale of assets involving use of various reliefs and exemptions in the law. He focuses on major corporate reconstructions, demergers, mergers and consolidations, cross border acquisitions and dealings, employee share schemes and estate planning and asset protection for individuals.
Alan does both front-end and back-end tax work including rulings and opinions, objections and appeals. He is a regular presenter of seminars on various aspects of the financial services laws, managed investment schemes and income tax.
Alan is the author of the book “Managed Investment Schemes” published by Federation Press.
Recent deals and media coverage
Blazing a trail in the cannabis market – Lawyers Weekly, 9 May 2017
01 June 2022
Crack down on the use of legal professional privilege protections by Federal Court of Australia....Read More
20 December 2021
The exposure draft legislation for Foreign Financial Service Providers (FFSPs) has dropped – just in...Read More
07 December 2020
Family provision claims: Costs and an executor’s path of least resistanceRead More
18 March 2016