Simon Aitken

Partner - Melbourne

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

Simon has over 25 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 and infrastructure industries.

Simon Aitken is a Partner of RSM Australia Partner and a Director of RSM Australia Pty Ltd.

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; and

• Tax compliance and tax effect accounting solutions.

SIGNIFICANT PROJECTS

• Advising ASX listed resource companies in project financing and structuring for major new projects (both mining and oil projects);

• Advising an ASX listed company on the tax implications of a convertible note issue to be listed on the Singapore stock exchange;

• 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