Simon Aitken

Partner - Melbourne

Simon is a Partner of the Tax Services division in Melbourne. 

Simon has over 35 years of corporate tax consulting experience, predominately for Australian publicly listed companies and Australian subsidiaries of multi-nationals.

Simon advises extensively to clients in the resources, building, infrastructure, technology and venture capital industries.

SOLUTIONS SIMON PROVIDES

Advising clients on all aspects of taxation law at both a compliance and strategic level

• International tax law considerations including in-bound investment, out-bound investment, international structuring of debt and equity positions, thin-capitalisation, and tax effective profit repatriation to shareholders;
• Tax consolidation formation and joining events;
• Tax due diligence reviews for take-overs and management of vendor divestments;
• Advising on the tax implications of group restructures;
• Representing clients with ATO reviews, audits, ruling submissions and tax management matters;
• Establishing tax governance and tax management strategies; 
• Advising on tax laws specific to the mining and petroleum sectors including capital allowance provisions and the Petroleum Resource Rent Tax (PRRT); 
• Tax compliance and tax effect accounting solutions
• Tax Services in Melbourne

SIGNIFICANT PROJECTS

• Advising ASX listed resource companies in project financing and structuring for major new projects (both mining and oil projects)
• Advising a multinational company on a scheme of arrangement for the acquisition of an ASX listed company, including foreign investment review board application and development of a post-acquisition tax integration strategy;
• Advising an ASX listed company demerge a subsidiary, including successfully negotiating a class ruling for shareholders with the ATO;
• Advising on a multi-national tax due-diligence project for an ASX listed entity; 
• Project finance and tax due diligence on major transport infrastructure projects in Australia; 
• Successfully managing large ATO risk reviews and audits for both income tax and PRRT.

PROFESSIONAL ASSOCIATIONS

• Associate, Chartered Accountants Australia and New Zealand
• Fellow, Taxation Institute of Australia

QUALIFICATIONS

• Bachelor of Commerce (Swinburne University) 
• Masters of Taxation (Monash University) 
• Registered tax agent