Founding Partner - CEO
+61 413 563 305
Nuwaru’s clients benefit from James’ knowledge and experience of both in-house and private tax practice bringing together the commercial sensibility of an in-house tax director with the tax technical capability of top tier tax adviser. Clients appreciate his hands-on approach and ability to distil complex areas of tax law in a manner specific to the individual client and their role in their organisation. Most importantly, clients value James’ understanding of the role of tax in the broader commercial scheme of businesses.
Founding Partner - CFO
+61 400 625 964
David is a highly experienced international corporate tax specialist with over 30 years tax experience in both professional big 4 practice and as the Head of the Asia Pacific Tax Function for a major global Investment Bank.
Clients benefit from David’s wealth of Australian and international tax experience, his ability to demystify complex tax issues, and his appreciation of commercial drivers and risks to deliver pragmatic and appropriately balanced solutions.
David is also an expert in employee share schemes, from design through to implementation.
David’s experience in tax audits and disputes also enables him to navigate his clients down the optimal pathway to resolution.
Founding Partner | Corporate Tax
+61 412 250 784
As an accomplished tax adviser, Rod helps businesses solve complex tax problems in his personable style with simple elegant actionable solutions. He is guided by his personal ethos of tax acumen, which helps bring tax into focus by looking at business needs through an after-tax lens.
Rod brings broad and deep innovative thinking to his clients, providing wise counsel benefiting from his well-travelled global experience and exposure to complex transactions and structures. Taking hands-on ownership as if Rod was dealing with his own business, he leads with understated confidence to help a vast range of businesses realise their full potential.
Founding Partner | Corporate Tax
+61 425 220 379
Peter combines a strong background in top tier private practice with deep experience in as an in-house tax leader. With over 20 years leading in-house tax teams in Australia and APAC, Nuwaru’s clients benefit from Peter’s ability to explain complex issues at all levels of an organisation and to help management resolve issues in a practical and commercial manner. Clients particularly value Peter’s collegiate approach and his resolve to help them with the end-to-end implementation of advice.
Sam Lo Ricco
Sam Lo Ricco
Partner | Corporate Tax
+61 400 520 382
Clients benefit from Sam’s extensive Australian and international tax experience and his ability to formulate and execute strategies to manage risk and improve shareholder returns. By combining his technical and analytical skills with excellent commercial judgement Sam successfully executes complex, cross border initiatives.
Sam adds value in being able to understand and manage people. He has been effective in developing high performing teams that are curious, progressive in their thinking and who know how to challenge the status quo and win. He has built, managed and mentored large, remote and culturally diverse teams in various global and regional roles. His broader experience in finance, treasury and M&A enable Sam to operate cross functionally on projects, bringing together individual functional specialists to ensure that each understand and support each other in delivering the broader outcome.
Partner - COO
+61 455 408 308
Mark brings a wealth of knowledge and experience, with over 24 years spanning across large multi-national corporates and accounting firms. Nuwaru’s clients benefit from his combined commercial acumen as well as his technical tax experience.
He has a proven ability to successfully partner across multiple tiers of corporates and shareholders to maximise returns, significantly improving finance teams, systems and processes through his ability to be hands-on when necessary.
+61 401 745 185
Craig has developed his career focusing on client service excellence, building lasting relationships with clients by listening to their needs and providing them with quality solution-oriented deliverables, that are also commercially practical. Craig has vast experience working in many tax jurisdictions and in working effectively with diverse cultures.
Craig adds value in being able to understand and manage people to identify and lead the most appropriate resources to meet the client’s specific circumstances. He has been effective in developing high performance teams that are equally dedicated to providing value to clients having selected, managed and mentored large culturally diverse teams, in various geographies.
Partner | Corporate Tax
+61 468 690 679
Grant’s commitment to client service centres around two mantras – managing tax risk and providing business advice on tax issues. Advice that is pragmatic, readily understood and able to be implemented. Grant has a demonstrated track history of providing commercially sound taxation, structuring and strategic advice to businesses of all sizes and cultural make-ups and a strong belief that relationships matter.
Grant adds value by applying the skills he has developed in leadership roles throughout the accounting profession. This experience positions him well to lead people and processes for the most effective and efficient outcomes, thus ensuring that specific objectives are met.
Grant has over 30 years’ experience in the profession and is a former State Managing Partner of a top 5 firm. He was also the State Lead Partner of the Tax Consulting Division of a Big 4 firm and has experience within the ATO.
Founding Partner | GST
+61 420 940 136
Patrick brings the knowledge and experience of nearly 30 years as a specialist tax partner at Big 4, advising clients on the effective management of indirect taxes i.e. GST (as well as WET, LCT and FTCs) – from strategic, governance and risk management perspectives. He has a proven track record of successfully representing clients with the ATO and in briefing and supporting matters that have been ultimately decided in favour of the taxpayer by the AAT and/or the Federal Court.
As an adviser, he sees his key role is to assist clients to meet the challenges and realise the opportunities of an ever-changing business landscape – economic, social, environmental and regulatory. This whole of business approach is reflected in his favourite quote: “GST is like sand, it gets into everything”, impacting on sales and marketing initiatives, cash flow, logistics, funding, pricing, contract terms, financial and management reporting – not something that a business can approach on a set and forget basis.
Founding Partner | State Tax
+61 418 246 326
With over 30 years of experience specializing in state taxes, Angela brings with her a high level of expertise in stamp duties, land tax and payroll tax across all Australian jurisdictions. Having worked with clients from a wide range of industries, from individuals to multinationals, Angela is able to quickly understand the business issues in relation to which state tax expertise is required, and to provide advice that is commercial, practical and easy to understand. Angela has worked for clients both individually, as part of a tax team and also as part of a business team and, where appropriate, will advise on structuring options for the client to consider so achieve the most appropriate options/solutions.
Tax Adviser | Corporate Tax
Tina is an experienced tax lawyer, assisting in tax advice to multinationals and small and medium enterprises including but not limited to income tax advice on tax structures, corporate restructures, tax consolidation matters, losses as well as employment taxes, fringe benefit tax matters and trust advice. Tina is also responsible for ATO engagement responses and tax governance frameworks.
Tax Manager | Corporate Tax
+61 481 277 846
William’s clients benefit from his hands-on approach and expertise in software technology and automation. William works with a diverse range of small growth, medium and large clients in a range of industries, including financial services, education, engineering and health care sectors. William is a CPA and Chartered Tax Adviser with the Tax Institute.
+61 468 596 909
As a passionate young mind who is eager to challenge the status quo, Evelyn brings value to the clients by applying her strong technical knowledge, analytical skills as well as excellent attention to detail in problem solving, with just the right amount of creativity and out-of-the-box thinking.
With more than 10 years of experience in Finance & Tax compliance, Ajay has closely worked and reviewed the finance and tax processes with a view on improvement and transformation. Ajay is always very keen to explore the new ideas and always ready to go in details. He has been awarded with Westpac employee of the year in his past role.
Ajay adds value in being able to understand and manage people. He has been effective in developing high performing teams that are curious, progressive in their thinking and who know how to challenge the status quo and win. In the past he built, managed, and mentored the Westpac offshore finance & tax compliance team for more 6+ years.
Specialist Consultant | Disputes & Litigation
+61 401 994 371
Ashley has achieved national prominence in advising corporate and high wealth clients on the strategic management of ATO reviews, audits and disputes, including negotiating settlements and advising on tax audit defence. Ashley has a deep knowledge of ATO policies and decisions impacting tax disputes – including settlements, rulings, audits, access to information, assessment powers and the general anti-avoidance rules (GAAR). Ashley has effective relationships across the ATO and brings unique insight to tax issues. He has acted as witness and advocate in numerous tax matters, for both the ATO and clients.
He represents the Australia and New Zealand Chartered Accountants on the ATO’s Dispute Resolution Committee. Ashley is also a member of the Australian Tax Institute’s Legal and Dispute Resolution Committee.
Ashley has again been recognised as one of Australia’s leading Tax Controversy and Dispute Resolution advisers by being included in the 2019-2020 International Tax Review – Tax Controversy Leaders Guide. This is the 6th year that Ashley has received such recognition as evidence of what he brings to his clients.
Special Consultant | Corporate Tax
+61 416 017 817
John brings a wealth of experience having served multi-national clients predominantly in the financial services sector for over 30 years. He provides strong and direct counsel to his clients as they navigate through complex tax issues, often working with multiple stakeholders, to deliver the best possible outcomes.
John has over the years built and led large teams to serve multiple clients. He is proactive and always on the lookout for opportunities for his clients within their tax risk framework.
Specialist Consultant | R&D
+61 426 261 396
Todd’s extensive experience as an engineer and a chartered accountant allows him to grasp both sides of the R&D tax incentive rules. He has hands on experience with the R&D tax incentive which makes it easier for clients to identify eligible R&D and assists your project managers to focus on the actual projects and not R&D tax compliance work.
His mix of knowledge from a technical/science perspective and accounting/tax affords clients the advantage of having an adviser that can understand your projects while assisting you to capture all relevant eligible expenditure.
With R&D claims, nothing beats having a senior R&D tax adviser to prepare your R&D claim unlike other larger firms sending out junior inexperienced staff to discuss projects with your management teams.
Specialist Consultant | Customs & International Trade
+61 428 115 153
Russell leads the excise and customs business at Nuwaru. With extensive experience in-house and at Big 4, clients will benefit from his insights, data mining techniques, abilities to identify duty concessions and refund opportunities and risk review strategies. He is ideally placed to assist companies with the myriad of international logistics and customs issues they encounter on a global strategic and daily basis.
Specialist Consultant | Transfer Pricing
(+64) 274 516 646
Leslie is responsible for the Australia and New Zealand transfer pricing practice of Nuwaru.
She has over 25 years of specialised transfer pricing experience and expertise based in Australia and New Zealand, working with the world’s and this region’s major multi-national groups, and a further 10 years of corporate taxation experience in Big 4 practices specializing in mergers, acquisitions, bankruptcies and reorganizations based in the United States (New York City and Chicago).
Leslie originated the previous market-leading transfer pricing practice of Ernst & Young New Zealand, and served as a Partner and the National Leader of the practice for a number of years.
Specialist Consultant | Outsource CFO
+61 400 729 469
Michelle brings 22 years of experience assisting top listed entities to small companies across multiple industries. Her investment banking background has provided a unique skill set to be able to understand the commercial landscape and work with other disciplines such as legal, tax and compliance to achieve the optimal business outcome for her clients.
With the recent wave of new accounting standards, Michelle has leveraged her technical accounting skill set to expand into project management, system and process design implementation to embed these new accounting standards into her client’s businesses.
Michelle also has a background in small business accounting, including working with not-for-profits and charities to provide accounting advice and assistance in setting up new finance processes and controls, including developing key KPI reporting for regulatory purposes.
Michelle has written and published internationally several articles on the new accounting standards, is a regular presenter on accounting topics and continues to be a key advisor to several Australian regulators and industry groups.
Tax Manager | Transfer Pricing
Sophie is a transfer pricing specialist with experience across a range of industries including:
Property development and other property-based business
Liquor, beer and wine (production, bottling and distribution)
OTC, pharmaceutical, healthcare devises and cosmetic products
Chemicals, various energy segments, metals, and mining (exploration, production, distribution and related functions, as well as key suppliers to these industries)
Information technology (hardware, software, services and e-commerce)
Retail (various segments)
Major household appliances
Business and consumer electronics
Advertising, professional and other services, etc.
Bhavya brings a bright and energetic approach to all things tax, with a unique ability to be creative in her problem solving, all the while implementing strong practical solutions based on experience. Bhavya has worked with a wide range of clients across various industries including education, automotive, banking and financial services.
Tax Consultant Intern
Anders has had extensive educational experience both in Australia and abroad, offering an analytical and detailed approach to his work at Nuwaru.
As a recent graduate, Shashank brings an extensive educational background to Nuwaru. His previous experience as a Senior Associate at a large accounting firm has also allowed him to gain a highly analytical and careful approach to his work, which is greatly respected by his clients.