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Raoul
Stevenson

Raoul is a Senior Manager in Nexia Edwards Marshall’s Business Consulting and Taxation divisions.

Contact Raoul

Raoul is passionate about small business and is experienced in providing services including business advisory, taxation advisory and taxation compliance.

Professional expertise

Wine Equalisation Tax 

Working with a number of businesses in the wine industry has given Raoul a firm grasp of the complex 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 expeirence on corporate tax issues including restructuring, growth strategies and succession planning. 

Fringe Benefits Tax and salary packaging 

As Senior Manager of the Fringe Benefits Tax (FBT) team, Raoul provides valuable expertise to both the firm and its clients, including schools where he has hosted FBT presentations. His knowledge has helped clients and their staff optimise the benefits of salary sacrifice arrangements.

Formal qualifications

Raoul holds a Bachelor of Commerce degree from the University of South Australia, is a Member of Chartered Accountants Australia and New Zealand and a Chartered Tax Adviser for The Tax Institute.

Experience

Combining knowledge with strategic thinking enables Raoul to 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.

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