Responsible for the NSW R&D tax practice, Karen has over 22 years of experience delivering R&D services to a broad range of entities. This experience includes seven years in a nationally focussed R&D specialist consulting practice, followed by 15 years at Deloitte.
Karen also leads the Consumer Business & Transport (CB&T) Industry Tax Practice at Deloitte where she works closely with our nationally based tax team in in delivering a wide range of CB&T industry focussed tax services.
Karen leads the Consumer Business & Transport (CB&T) Industry Tax Practice at Deloitte. Her years of experience working closely with many of Australia’s major food, beverage and consumer products manufacturers, provides a depth of industry knowledge and expertise. Karen’s understanding of the mechanics of the CB&T industry adds value to the services which Deloitte delivers to our clients.
Karen has years of experience in identifying product and process R&D within the CB&T sector, in addition to assisting with the development of innovation funding strategies. She has a detailed knowledge of technical issues within this industry and is skilled at preparing R&D claims and seeking grant funding for start-ups through to large multi-national organisations.
Karen assists companies with ATO and IR&D Board audits, development of R&D Tax Incentive Claims, and Grant Applications. She is focused on knowledge transfer and assisting companies with developing systems and processes which maximise their R&D claims and associated funding strategies for innovation projects.
Karen also leads the NSW R&D Life-sciences team, where she assists ‘start-ups’ and developed life-sciences and pharma companies maximise their R&D funding opportunities. Included in this is the provision of detailed training sessions and workshops, analysis and review of record keeping and innovation processes, and an examination of R&D projects. Karen assists such companies with a focus on their clinical trials, overseas activities, foreign investments within Australia, involvement of exempt entities, and application of a range of grants.
Area of expertise
- Tax Services
- Research & Development and Government Incentives
- Consumer products
- Wholesale and distribution
- Hospitality and leisure
- Life Sciences and Health care.
Professional membership and qualification
- Master of Laws - University of Sydney
- Diploma of Legal Studies - University of Technology Sydney
- Bachelor of Laws - University of NSW
- Bachelor of Economics- Macquarie University
- Solicitor of the Supreme Court of NSW
- Registered Tax Agent.