With over 25 years of experience in tax advisory, Carlo provides practical and tailored advice to a wide range of clients, from privately owned businesses to public companies.
He specialises in working with some of Australia’s wealthiest family groups and has extensive experience managing ATO tax reviews for Top 500 and Next 5,000 Private Group clients. Carlo helps improve tax governance frameworks with the aim of achieving 'justified trust' and regularly advises on business and asset sales, acquisitions, restructures, and complex transactions. He also supports clients with estate and succession planning.
Carlo has deep knowledge of Division 7A and Debt and Equity rules, as well as Capital Gains Tax (CGT), helping clients structure their affairs effectively and reduce tax on asset sales and investments. He also advises on small business tax concessions to improve overall tax efficiency.
Carlo works closely with individuals, partnerships, trusts, and companies across industries including property, manufacturing, mining, technology, engineering, and retail, delivering clear, effective solutions to support long-term success.
My speciality
Office Location
Perth
Level 24, Allendale Square,
77 St Georges Terrace
Perth 6000 AU
Phone: 1300 856 065