PETER WHITE

Peter provides specialist tax services to High and Ultra High Net Worth Individuals and companies, trust structures and has a particular interest in asset protection, superannuation, stamp duty, GST, and tax implications of liquidations.

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Peter provides tax advisory and compliance services to a range of high and ultra high net worth individuals and their related entities, including:

• Property development, real estate and construction 

• Investment companies, discretionary trusts, unit trusts, hybrid trusts, constructive and resulting trusts

• Various retailers, food manufacturers, software houses, FMCGs.

• Medium and large scale primary production

 

Peter specialises in superannuation, asset protection and structuring of major property developments. Examples of recent services to UHNWI & HNWI clients include advising:

• succession and wealth transfer issues for ultra high wealth family group

• offshore superannuation fund structures for internationally mobile UHNWI’s

• superannuation fund debt instalment warrant to acquire high value commercial property

• flowering share plan advice for retention of key employees

• tax consequences of appointment of non-resident trustee of Australian discretionary trust, including transferor trust regime

• division7A issues arising on converting private company debt to at call when no distributable surplus

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Qualifications and memberships

• Master of Taxation with Distinction, UNSW

• Master of Commerce in Professional Accounting with Distinction, Macquarie University

• Bachelor of Laws, UTS

• Bachelor of Economics in Accounting with Distinction, Macquarie University

• Fellow, Chartered Accountants Australia & New Zealand

• Chartered Tax Adviser, Taxation Institute of Australia

• Solicitor, NSW Supreme Court and High Court of Australia

• Member, Society of Trust & Estate Practitioners, London

• Member, Australasian Tax Teachers Association

• Member, UNSW and Griffith University Tax Clinics, providing pro-bono revenue law advice and support to underprivileged, ESL and lower socio-economic members of the Community

• Member, “Monaco Private Label”, appointed by HSH Prince Albert, since 2017

• Founding Patron of {M}, purpose-driven community of art and philanthropic enthusiasts, incorporating Monaco’s Vision with Global Impact

• Member of the Carlyle Forum, Newport Rhode Island USA

• MAD Ambassador (Entrepreneurs Making a Difference)

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Peter led the Ernst & Young Private Client Sydney tax practice for 11 years (until July 2022)

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Full Curriculum Vitae 

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