Professional experience
Joseph is a Partner in PKF Melbourne’s Taxation team. He is a qualified Australian lawyer, Chartered Accountant (CA), and Chartered Tax Advisor (CTA), and has over 15 years of experience in corporate and international tax, both in professional services and the public sector.
Joseph has extensive experience advising large corporates, Australian owned SME’s, mid-cap listed and Australian subsidiaries of foreign multinationals on a range of corporate and international tax matters, including Australian inbound and outbound investments, cross-border transactions, global tax planning, mergers & acquisition (M&A) deals, tax due diligence, corporate restructures and financing arrangements.
He also brings significant knowledge and expertise of the Australian Taxation Office's (ATO) compliance programs and tax administration processes, including practical experience with the ATO’s justified trust tax assurance program, tax governance reviews, and advising on complex income tax audits and reviews across the public and private groups population.
Joseph's industry specialisation includes the technology, consulting, energy and resources, and manufacturing sectors, his insights and industry knowledge help provide clients with practical and meaningful solutions. Joseph’s experience with multinational clients and deep understanding of global tax developments enables him to deliver tailored services to meet the needs of international businesses.
Joseph’s technical expertise and experience includes:
- Tax consulting, including advising on complex corporate and international tax issues.
- Tax compliance and reporting, including preparation of tax effect accounting, income tax returns and supporting tax calculations.
- Tax administration, including assistance with ATO audits and reviews, tax governance, ATO rulings and early engagement requests.
- International tax, focusing on overseas expansion, global tax planning, corporate restructures, and financing transactions.
- M&A tax, including pre-sale structuring, tax due diligence, IPO, deal support, and sale/purchase contract reviews.
Qualifications and memberships
- Juris Doctor - Deakin University
- Master of Tax - University of Melbourne
- Bachelor of Commerce (Accounting, Finance and Financial Planning) - Deakin University
- Australian lawyer and solicitor admitted to the Supreme Court of Victoria
- Member of the Institute of Chartered Accountants in Australia & New Zealand (CA ANZ)
- Member of the Tax Institute of Australia
