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  • Complex Tax Matters
  • Small Business Concessions
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  • SMSF Compliance Advice

More about Peter

Peter graduated High School in 1983 where he was only one mark off being first in the school for his HSC.  He was also School Captain and was awarded Sportsman of the Year after representing the state for squash and the region for both the 800m and 1500m.  Being the athletic type he was drawn to a career in the Army and he was selected to attend the Royal Military College Duntroon where he graduated in 1987.

This was a peacetime Army and Peter had always wanted to own his own business so whilst in the Army he established a business called NSW Shelf Companies that serviced the accounting profession.  This business did quite well and in 1992 they merged with two other related businesses and listed on the Stock Exchange.  Peter was a director and substantial shareholder in this company until it was taken over by Challenger in 1999.

In 1999 Peter went in to practice as both an accountant and financial planner having completed an accounting degree and the CPA program after finishing up in the Army.  Peter had an interest in Self Managed Superannuation and started studying further.

As well as running an accounting and financial planning business Peter also had a business called CST Documents that provided advice to accountants all over Australia.  He sold CST in 2017 and established an Australia Financial Services Licensee business for accountants to provided advice on Self Managed Superannuation Funds.  He also established two more businesses known as AuditMatch and Advisers Digest.

Having sold his business he sought specialist advice around the Small Business CGT Concessions and he soon realised that there was a high level of misunderstanding of these concessions within the profession.  He decided to study further and completed a Masters in Taxation with the University of NSW.

Peter now specialises in providing high level taxation advice as well as training other accountants through his business Advisers Digest.

Peter is one of Australia’s leading experts in Self Managed Superannuation and Capital Gains Tax especially the Small Business CGT Concessions.  Peter also provides high level advice on all other areas of Taxation.

Career Highlights

  • Graduate of the Royal Military College Duntroon
  • Established and listed his own businesses before the age of 30
  • Has sold multiple businesses
  • Has been voted as Australia’s favourite tax trainer by his colleagues
  • Presidents Award for Service & Leadership from CPA Australia

Qualifications

  • Bachelor of Commerce in Accounting
  • Graduate Diploma in Financial Planning
  • Professional Certificate in Self Managed Superannuation
  • Masters of Taxation
  • Chartered Tax Adviser
  • CPA and Chartered Accountant
  • Certified Financial Planner
  • Chartered Secretary
  • Fellow of the Financial Servicces Institute of Australia
  • Specialist Adviser and Authorised Education Provider with the SMSF Association

Personal Interests

  • Interestingly Peter is a qualified and experienced snake catcher although it has been a long time since he has had to catch a snake
  • He is a keen boater and enjoys fishing
  • He owns a share in a gym and trains regularly
  • He loves red wine too.

Contact

Phone: 02 9159 8151

Address: Suite 450 311 Castlereagh Street Sydney 2000