We’re thrilled to introduce Graem McClelland in our latest WTS Australia Podcast episode. A corporate tax specialist with in-house and Big Four experience, Graem combines expertise in tax, treasury, and credit. Over seven years, he’s worked with large corporations and startups, solving challenges and driving business success at WTS Australia.

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Key Takeaways:

• Specialized Expertise: Shayne Carter brings deep knowledge in superannuation, income streams, and insurance products, with years of experience and even lecturing on the subject at Sydney University.

• Work-Life Balance: WTS Australia offers flexibility for practitioners while maintaining a focus on delivering client-centered solutions rather than solely financial targets.

• Collaborative Culture: Shayne highlights how speaking with partners David Hurley and James helped him see the unique advantages of working with WTS Australia.

• Client-Focused Services: WTS Australia's priority is helping clients with their complex tax needs, ensuring that solutions are tailored to their specific situations.

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Shayne Carter’s client-focused tax advisory approach prioritizes client needs over financial targets. With experience lecturing at the University of Sydney and working with top professionals, Shayne offers expert guidance on complex transactions, ensuring compliance while helping clients achieve their financial goals.

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Growing APAC - (David Early, Eugene Lim and Teena Ingram) – Corporate tax partner, Teena Ingram hosts founding partner, David Early (CFO) together with the Founding partner of the firm Taxise in Singapore, providing their insights and experience working in the Asia Pacific Region and ranking the top 5 jurisdictions from whom they’ve been challenged by or learnt the most from.

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Key Takeaways:

• Global Tax Expertise: Teena's 25 years of international tax experience positions her as a leading advisor in global tax strategy.
• Proactive Tax Leadership: Ensuring tax is at the forefront of boardroom discussions, fostering proactive solutions rather than reactive ones.
• Hands-On Client Support: At WTS Australia, clients always work directly with partners like Teena, receiving tailored support from experts with deep industry knowledge.
• Nurturing Future Leaders: Committed to developing the next generation of tax heads, empowering teams to navigate tax complexities with confidence.

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Podcast Guest: Teena Ingram

Teena Ingram, a corporate and international tax partner at WTS Australia, specializes in transfer pricing, value chain risk strategy, and controversy. With a background as an in-house head of tax for a large multinational, Teena brings a comprehensive, global perspective to her clients, who are large businesses and multinationals across Australia and the Asia Pacific. She ensures all angles are considered, filling any gaps with her extensive experience. The podcast will explore how WTS Australia is revolutionising professional services in the tech space, leveraging Teena's expertise to offer a wide range of tax risk management specialties.

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Key takeaway:

• Investment Fund Structures: Astrid explains the wide range of structures, from unit trusts to the newly introduced corporate collective investment vehicles (CCIVs).
• Tax Implications: David delves into how tax drives the decision-making process in fund structures, focusing on offshore investors and the importance of achieving tax-efficient outcomes.
• New Legislation: Learn about recent legislative updates, including the introduction of the CCIV and how it compares to global structures.

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Astrid Raetze, principal and partner at WTS Australia Legal, specializes in financial services and funds management. Her expertise includes advising on licensing, Corporations Act matters, and establishing wholesale and retail funds, along with their underlying investments. She values collaboration with senior experts to deliver effective client solutions. With a keen interest in impact investment funds designed for sustainable economic returns, Astrid has advised numerous charities in this area. Her key recommendation: involve legal counsel early in the structuring and strategy phases to ensure long-term efficiency and cost savings.

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Podcast Guest: Astrid Raetze

Astrid Raetze is a principal and partner at WTS Australia Legal, specializing in financial services and funds management. With over 20 years at Baker McKenzie, she led fintech projects and served on the Global Innovation Committee. At KPMG, she directed responses to the banking Royal Commission. Passionate about impact investment, Astrid advises charities on sustainable funds. She joined Nauru for its exceptional team, renowned for swiftly solving complex problems, offering clients unique and expert solutions.

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Multi-tax implications of build to rent schemes – property tax advisory group (Build-to-Rent) (Patrick Hunt) – Founding partner, Patrick Hunt highlights WTS Australia's multi-tax support (corporate tax, GST, stamp duty and land tax) for clients developing Build-to-Rent projects, over their project life cycle from site selection through to operations.

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