David Lee

Tax and Business Consultant

Level 9, 123 Pitt Street, Sydney NSW 2000

Profile:

David is an accomplished senior tax and finance advisor with over 20 years’ experience in Taxation, (Corporate and Individual) Commercial Finance, Corporate Finance, Financial Accounting, and Treasury. Additionally David holds Bachelor of Commerce (1996), MBA (2009), and he is a Fellow CPA Australia (1997), Fellow Institute of Public Accountants (1993), and a registered Tax Agent (2013).

Attributes:

- A leader with high self-awareness, self-control and empathy

- A trusted advisor, with highest level of honesty and integrity

- A team builder and player with excellent delegation, coaching and mentoring capabilities

- A relationship builder with exceptional soft and hard interpersonal and people skills

- A result driven leader with a can do attitude and exceptional analytical and problem solving skills

- Highly organised, with advanced planning capability, who has an eye for details but not losing sight on the big picture

Areas that David can assist:

a) Taxation:

- Strategic tax planning, legal entity structure and optimisation

- Prepare, advice or negotiate Tax Warranties on M&A deals

- International taxation and cross border transfer pricing including intercompany agreements

- Income tax (Individual Company) , GST, FBT, payroll tax, custom duties

- ATO and state tax audit management and representation

b) Accounting:

- Financial accounting and reporting

- Strategic Planning, management accounting and budgeting

- Statutory reporting (IFRS/GAAP) and company secretarial

- Business integration including merger and acquisition accounting

c) Treasury and corporate finance:

- Debt funding, cash flow, working capital and liquidity management

- Foreign currency exchange management (including hedge, and option)

- Economic forecasting and presentations

- Bank relationships

d) Commercial:

- New business development, leading role in merger & acquisition, Sourcing, valuation, due diligence, and deal negotiation

- Government liaison and lobbying

- Risk management and insurance

- Procurement, commercial property and fleet leasing