Professional experience
Naomi is a Tax Partner at Nexia Canberra. Naomi has 22 years of diverse tax experience gained at major accounting firms in Australia and the UK. Naomi has advised many high profile wealthy clients, internationally mobile clients, entrepreneurs and businesses. Naomi advises on Research and Development Tax Incentive Claims, business structuring and transactions.
Naomi is an expert in advising on cross-border tax issues. She is an Australian and UK tax adviser and she advises UK expatriates on the complexities of the Australian and UK tax systems. Naomi regularly works with firms across the global Nexia network to provide multi-national tax advice to our clients.
Naomi is a specialist superannuation law adviser and assists the firm’s superannuation fund clients in their compliance with that law and estate planning. Naomi also specialises in tax advice on foreign superannuation policies including UK pensions, Canadian RRSPs and US IRAs and 401Ks.
Naomi has a talent for solving complex tax issues and has recently become a financial advisor so she can meet her clients' wider needs.
Naomi is a professional tax writer and writes for Tolley’s/Lexis Nexis and Taxation magazines in the UK. Naomi is a member of the UK Chartered Institute of Taxation’s technical subcommittee.
Qualifications
Australian and UK Chartered Tax Adviser
Bachelor of Accounting, Charles Sturt University
Diploma of Financial Planning
Member of Chartered Accountants Australia and New Zealand
Member of the Institute of Chartered Accountants England and Wales
Skills
- Estate planning
- UK inheritance tax issues
- Superannuation and retirement issues
- On-shore and off-shore trusts
- International tax matters (such as residency issues, capital gains tax, partnerships and owner managed businesses)
- UK tax issues, including preparation of UK tax returns