Naomi is a Tax Partner at Rosekirk LLP and Nexia Canberra with over 21 years of diverse tax experience gained at major accounting firms in Australia and the UK. Naomi has advised many high-profile wealthy clients, internationally mobile clients, trusts, entrepreneurs, and businesses, including business structuring and transactions.

Naomi is an expert in advising on cross-border tax issues. She is an Australian and UK tax adviser and advises UK expatriates on the complexities of the Australian and UK tax systems.

Naomi has a talent for solving complex tax issues across multiple jurisdictions, and she regularly works with firms across the globe to provide multi-national tax advice to our clients.

Naomi is a professional tax writer and writes for Tolley’s/Lexis Nexis and Taxation magazines in the UK. She is also a member of the UK Chartered Institute of Taxation’s technical subcommittee.

Qualifications

• Australian and UK Chartered Tax Adviser
• Bachelor of Accounting, Charles Sturt University
• Diploma of Financial Planning
• Member of Chartered Accountants Australia and New Zealand
• Member of the Institute of Chartered Accountants England and Wales

Skills

• Estate planning
• UK inheritance tax issues
• Taxation of UK & Foreign Pensions, Australian Superannuation and retirement issues
• On-shore and off-shore trusts
• International tax matters (such as residency issues, capital gains tax, partnerships and owner managed businesses)
• UK & Australian tax issues, including preparation of UK & Australian tax returns