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Raoul
Stevenson
Raoul is a Partner in Nexia Edwards Marshall’s Business Consulting and Taxation divisions.
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Raoul Stevenson has over 15 years’ experience working with a broad range of clients from small family operated businesses to large corporate groups and provides services ranging from consulting to tax compliance and management accounting.
Professional expertise
• Business Consulting
• Corporate Advisory
• Management Accounting
Wine Equalisation Tax
Working with a number of businesses in the wine industry has given Raoul specialist capabilities in respect of the Wine Equalisation Tax (WET) regime, so he can help clients comply with these tax rules and identify opportunities for claiming the WET rebate.
Corporate Advisory
Working with a wide range of clients from start-ups to multi nationals, Raoul has significant experience on corporate tax issues including restructuring, consolidations, growth strategies and succession planning.
Fringe Benefits Tax and salary packaging
Leading the Fringe Benefits Tax (FBT) team in Adelaide, Raoul has significant experience in advising clients on their exposure to FBT, looking for opportunities to reduce liability and assisting with compliance. Raoul has presented several external presentations in respect of FBT for organisations such as The Tax Institute to be recognized as a leader in this field.
Formal qualifications
• Bachelor of Commerce, University of South Australia
• Member, Chartered Accountants Australia & New Zealand
• Chartered Tax Advisor, The Tax Institute
Experience
Combining knowledge with strategic thinking and an approachable demeanor enables Raoul to work closely with his clients and objectively review and analyse each client’s situation and determine the best way to maximise business results.
Assignment
Advise on the implications of the Wine Equalisation Tax and how to ensure it is correctly accounted for.
Process and outcome
Raoul highlighted potential issues in respect of the WET implications for sales through various channels and opportunities in respect of claiming the WET rebate that were crucial to the operation, cash flow and profitability of the business.
Assignment
Advise on exit strategies to maximise wealth
Process and outcome
Raoul provided detailed advice on various strategies to facilitate a partial buy-out of a subsidiary in a complex corporate group. The strategy was prepared achieving the client's goals of simplicity, wealth maximisation and tax minimisation.
Assignment
Review a client’s records to identify whether FBT is being correctly assessed.
Process and outcome
Raoul identified various errors in treatment and arranged amendments to lodged returns. This resulted in the client saving thousands of dollars in FBT.
