Director - Tax

Morag is an experienced and dedicated tax professional with a committed interest in the not-for-profit sector (including education, and mutual organisations), having both worked in the sector, and served as an advisor for over 15 years.

Morag also has a focus in the real estate and construction sector and work with clients in a range of allied fields.

Outside her professional life, she serves on the Board of a registered charity, as well as sitting on the Finance Committee of a local school.

Morag’s experience allows her to enrich her professional expertise with practical knowledge, allowing her to provide insightful and pragmatic advice to her clients.

Examples of recent work include:

• due diligence and advice for two major charities undertaking national merger processes
• assistance in the due diligence and
• restructuring for a significant transaction for a long-standing client selling to a major international acquirer
• advice, and application for a number of organisations for ACNC endorsement including DGR endorsement with the ATO
• ongoing advice in relation to the structuring of new international development projects to manage tax exposure and financing requirements
• advising a registered charity on structuring charitable activities in overseas locations
• training and Board support to organisations in ensuring compliance with requirements of status as a tax endorsed entity.