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I approached David to assist in preparing an objection to the ATO regarding the very new Cash Flow Boost legislation. David went above and beyond, under time pressure, to prepare the objection. He was very organised, friendly and professional and kept me informed the whole way through. He provided me with great peace of mind knowing that we had put the best case forward for our client that we possibly could. I highly recommend David and will certainly be using his services in the future.
I received tax and legal advice from David in regards to a complex CGT issue in relation to 2 companies, a trust and superannuation fund. I found his knowledge and advice to be first class. He also used his professional expertise to reconstruct the 4 contracts to bring them in line with tax and legal requirements. I was also very grateful that he applied a significant discount to his account so the fee was in line with his engagement agreement even though it allowed for variations. I would have no hesitation in recommending or using David's expertise for future tax or legal advice.
Being the first time I was in need of legal assistance I was quite daunted by the challenge of finding the right person to help me. My situation required expertise in Australian tax laws combined with familiarity with the way foreign Trusts intersect with those laws. This was because of the threat of being taxed on an inheritance derived from a Trust in the US. My initial conversation assured me that David was the right man for the job, and as the case has unfolded that judgement has been confirmed. The requisite expertise has been exhibited and also I have been happy with David's communication skills, both with me and with a lawyer I also needed to use in the US., I recommend David wholeheartedly.