Ramana Thirumoorthy

Director – Tax, Financial Services

Ramana has over 17 years of experience providing corporate tax advice to the multinational enterprises across all phases of their investment lifecycle. His experience working with the largest multinationals, working in London and working in-house has helped him develop the ability to bring novel, practical and time-enduring solutions to his clients.

Ramana’s clients consist mainly of Australian and international asset managers (private equity, real estate, debt), superannuation funds, family offices, sell-side suppliers to the asset management industry such as corporate advisory houses, and trustee services providers.

Ramana’s expertise spans cross-border transactions, tax planning, tax compliance and implementing tax strategy and governance processes. As part of his transaction experience, he has assisted many corporate and fund clients in successfully achieving their marquee transactions.

He enjoys seeing his clients achieve their career-defining milestones.

Experience 

• Structuring transactions or investments (i.e. corporate acquisition structuring in buy-side M&A transactions, joint ventures, fund structuring, passive income assets such as minority equity, debt, property, derivatives), including cross-border transactions, debt/equity financing, and working with employment tax specialists on management incentive plans. 
• Risk assessment, evidence assessment and negotiation resolution in ATO Reviews and sell-side M&A transactions. 
• Tax compliance process management (i.e. income tax returns, foreign hybrid limited partnerships, CFCs, AIIRs, tax-effect accounting calculations, financial statement disclosures), including working with major fund custodians. 
• Tax governance frameworks, risk management processes and control frameworks from four years’ in-house experience at two of Australia’s top ten superannuation funds, including creation, maintenance and documentation in accordance with the ATO’s expectations for investment industry entities.