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Taxation
Income Tax Mergers & Acquisitions
Woolworths Holdings: When the South African based Woolworths Holdings acquired David Jones in 2014 for $2.2b, Peter advised on the income tax implications of the transaction. Peter also advised the group on their acquisition of a minority stake in the Country Road Group.
Vitol: Peter advised on the Australian income tax aspects of Vitol's acquisition of the Shell Australia downstream businesses which were valued at $2.9b.
CommonWealth REIT: When CommonWealth REIT acquired MacarthurCook Industrial Property Trust, Peter advised on the income tax aspects relating to the transaction.
DTZ acquisition: Peter advised a consortium on Australian income tax in relation to its proposed $1.2 billion acquisition of DTZ, a global property services business from UGL Limited. The consortium consisted of TPG Asia, Inc, Hong Kong investment manager PAG Asia Capital and Canada’s Ontario Teachers’ Pension Plan.
Westpac Banking Corporation: Peter advised Westpac in relation to the income tax implications of its acquisition of Lloyds Banking Group's Australian businesses.
Bain Capital: Peter advised Bain Capital on the income tax aspects of the acquisition of Retail Zoo, a leading multi-brand franchise player which includes signature brands such as Boost Juice Bars, Salsa's Fresh Mex Grill, Cibo Expresso and Hatch Chicken Shop.
Australian Unity (AU): Peter advised AU in connection with the Australian income tax implications of its $391m office fund initial public offering (IPO)
Australian Grain Champions: Peter advised a consortium consisting of GrainCorp, Australian Grains Champion and HRL Morrison & Co in relation to the income tax implications of the proposed corporatisation of Co-operative Bulk Handling Ltd (CBH), a WA located co-operative.
HRL Morrison & Co: Peter advised HRL Morrison Co in relation to the income tax aspects of the acquisition (by funds which it manages) of Macarthur Wind Farm ($532m) from AGL.
Private Equity
Pacific Equity Partners (PEP): Peter provided income tax advice in connection with the initial acquisition by PEP of the Spotless Group and the subsequent IPO.
DTZ acquisition: Peter advised a consortium on its proposed $1.2 billion acquisition of DTZ, a global property services business from UGL Limited. The consortium consisted of TPG Asia, Inc, Hong Kong investment manager PAG Asia Capital and Canada’s Ontario Teachers’ Pension Plan.
Bain Capital: Peter advised Bain Capital on the income tax aspects of the acquisition of Retail Zoo, a leading multi-brand franchise player which includes signature brands such as Boost Juice Bars, Salsa's Fresh Mex Grill, Cibo Expresso and Hatch Chicken Shop.
Private Clients
Family groups: Peter advises a number of private family groups on their tax related matters including taxation disputes with the Australian Taxation Office.
Taxation Disputes
Family groups: Peter advises a number of private family groups on their tax related matters including taxation disputes with the Australian Taxation Office.
Other
Charitable and not for profit work: Peter does extensive work for the not for profit sector. This includes obtaining deductible gift recipient and tax concession charity status.
See Taxation
Private Equity
DTZ acquisition: Peter advised a consortium on Australian income tax of in relation to its proposed $1.2 billion acquisition of DTZ, a global property services business from UGL Limited. The consortium consisted of TPG Asia, Inc, Hong Kong investment manager PAG Asia Capital and Canada’s Ontario Teachers’ Pension Plan.
Pacific Equity Partners (PEP): Peter provided income tax advice in connection with the initial acquisition by PEP of the Spotless Group and the subsequent initial public offering (IPO).
Bain Capital: Peter advised on the acquisition of Retail Zoo, a leading multi-brand franchise player which includes signature brands such as Boost Juice Bars, Salsa's Fresh Mex Grill, Cibo Expresso and Hatch Chicken Shop.
See Private Equity
Taxation Disputes
Family groups: Peter advises a number of private family groups on their tax related matters including taxation disputes with the Australian Taxation Office.
See Taxation Disputes
Banking and Finance
Westpac Banking Corporation: Peter advised Westpac in relation to the income tax implications of its acquisition of Lloyds Banking Group's Australian businesses.
Credit Suisse: Peter advised Credit Suisse in connection with its financing ($5b) of Fortescue Metals Group.
Corporate Bond and Debt Syndications: Peter advises various lenders and borrowers alike on the Australian income tax implications of a wide range of corporate bond and debt syndication transactions.
See Banking and Finance