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In this episode, Danielle Sherwin engages in conversation with Business Advisory Partner Peter Revelas, an expert in Family Business and Private Client matters.
Together, they explore the latest trends and key considerations for family businesses.
In this concise discussion, Danielle and Peter begin with the Great Wealth Transfer and the complex challenges it creates, before moving into succession planning and governance considerations and the management of multi-jurisdictional family dynamics. They also share practical insights on estate planning, trusts and structuring for global family groups, while highlighting the ATO’s growing focus on tax governance through initiatives such as the Next 5,000 program.
Danielle Sherwin
Danielle is a Partner in the Tax Services division in the Sydney office.
Danielle specialises in international tax, with a focus on transfer pricing and international tax. She assists her clients with their international tax planning and transfer pricing needs, ranging from Significant Global Entities (SGE) assessment, Country-by-Country (CBC) reporting, transfer pricing planning and advisory to transfer pricing compliance and documentation.
Peter Revelas
Peter is a Partner in the Business Advisory division in the Sydney office.
Peter Revelas is an experienced accountant who understands the complexity of business operations and family dynamics, which allows him to provide valuable and practical advice to clients as a Partner of RSM in Sydney.
Although Peter’s expertise spans across many areas of business advisory having worked in chartered firms since 2001, he provides a commercial application of technical tax and accounting skills to suit the needs of his clients including family groups, private businesses, SMEs and corporate clients (listed, unlisted and foreign).
