Alison is a Partner in our Financial Services Tax team, providing taxation consulting and taxation compliance services to clients in the financial services industry, particularly banks, and treasury functions of corporate clients. Alison’s areas of interest and specialisation include dividend imputation, debt/equity characterisation, securities lending arrangements and the taxation of financial arrangements (TOFA).
Alison is also a Global Information Reporting (GIR) leader with a particular focus on FATCA, CRS and the U.S. qualified intermediary for Australian entities. She assists clients with impact assessments, entity and product classification, registration, onboarding and due diligence documentation and procedures, reporting, compliance assessments, remediation and technical advisory support.