Karen joined the firm in January 2000. She has experience in providing taxation and accounting services to small and medium-sized businesses and professionals.

Karen’s sharp eye for detail and close relationships with clients are key factors in her exceptional level of service. She works with clients throughout the life cycle of their business by advising them during its establishment and operation, then, if necessary, working on exit strategies and winding up. 

Karen has advised clients across many areas and is always seeking the most tax-effective approach, depending on individual circumstances. She undertakes taxation planning, followed by execution and implementation.

She has helped many clients deal with difficult areas of taxation law, including GST and CGT, working with them to find a solution, even when the legislation is ambiguous. Beyond taxation, she helps clients with their management reporting, cash flow forecasts and budgeting. Karen also has extensive experience with training and use of Reckon Accounts (formerly QuickBooks) and experience with MYOB.

Karen enjoys working with clients to structure their businesses to achieve the best outcomes. She helps establish tax-effective structures for new business as well as advising on business acquisitions and sales. As business groups grow and change, so must their structures – and Karen can assist in this area too.

Karen excels in advising clients on difficult areas of taxation law, working with them to achieve the best possible outcomes. 

By working closely with her clients Megan ensures that they are meeting their business objectives whilst integrating this with their private affairs, for the optimum financial result.

Megan works with her clients to ensure income and assets are maximised and smart structures are in place to protect these valuable assets. Megan achieves this by regularly meeting with and monitoring her client’s operations and net worth on a regular basis. In addition to the compliance requirements Megan assists clients with budgeting, management reporting and cash flow.

Megan has considerable experience with the provision of management and business consulting services. She is able to assist her clients with any aspect of their business needs by providing practical, well thought out advice. 

Allison has worked in business advisory for over 14 years, during which time she worked with a diverse range of clients including start-ups, professional businesses, investment-related entities and high net worth individuals.

Allison has a strong background working with commercial clients, which provides her the experience and knowledge to apply her business acumen and critical thinking to deliver personalised solutions for her clients. Through her commercial experience, she has developed experience in tight management of working capital, implementation of overhead reduction and re-negotiations with key suppliers and customers, she has also assisted clients with compliance of the regulatory framework.

Allison’s main goal is to understand her client’s needs, so she can take care of their finance function so they can focus on the operations of their businesses. Her client-focused approach and experience in providing accounting compliance, reporting services and continuous review and improvement to clients, allows her to provide genuine value to their businesses.

Allison genuinely enjoys developing strong relationships with her team and clients and shows her appreciation through developing meaningful relationships and regularly staying in touch.

Rodney joined the Nexia Canberra team in 2000. 

He works with a diverse range of clients from individuals and start-ups through to larger organisations and not-for-profit entities. 

Rodney has extensive experience in income tax return preparation for all entity types, preparation of financial accounts as well as budgeting and cash flow analysis.

Kalista joined the Nexia Canberra team in 2004. 

She has extensive experience in income tax return preparation for all entity types, preparation of financial accounts as well as budgeting and cash flow analysis. 

Katrina’s role as HR Manager for Sydney sees her work closely with the executive team and operational leaders to implement strategic HR initiatives across the business to ensure the successful delivery of HR services.

Katrina has over 10 years of experience providing HR services in the professional services industry, including 2 years working in London. She has gained experience spanning all areas of HR including best practice recruitment, onboarding, performance management and employee engagement. She works with both staff and clients of the firm to provide expert HR advice on both general queries and complex issues.

Katrina has a genuine interest in people and takes an empathic and flexible approach towards HR issues. She builds relationships balancing her understanding of both business and employee needs, whilst utilising her knowledge of employment law and experience managing successful HR approaches. 

She takes an empowering approach with her team, staff and clients, which allows her to continuously create an environment full of opportunities. Her passion for providing an encouraging and supportive environment while maintaining high standards for delivery allows her to build and maintain sustainable relationships throughout the office. 

Having worked in the industry for over 20 years, Neil enjoys the opportunity to bring his wealth of experience to provide clients with solutions to their business, tax and financial problems. His experience includes working with a range of clients from individuals through to ASX listed companies.

Neil brings a depth of technical understanding and a high level of accuracy to his work. Through maintaining a high level of professional continued education, Neil has developed specialist skills in the application of tax effect accounting in financial statements and the operation and compliance issues surrounding SMSFs. Neil takes a collegiate approach to his work in order to gain the best outcome for his clients. 

Neil also manages the Share Registry Division of Nexia Sydney, Next Registries, which includes providing advice on share registry and ASX practice.

Amy has been a member of the team at Nexia for over five years. 

Her experience in business advisory services is well rounded and covers a range of industries. She is particularly proud of working with numerous successful start-up companies with respect to compliance, payroll, and management reporting. She is also knowledgeable in cloud accounting services.

Amy takes a proactive approach to her work and aims to maintain a strong technical proficiency. She also aspires to be efficient and approachable with respect to her clients.

Debbie has over 20 years of experience working in all aspects of Self-Managed Superannuation Funds and has been a member of the Nexia team for over 14 years. 

She focuses on providing a bespoke and holistic ‘concierge’ service for her clients’ SMSF and Portfolio Management. Passionate about client service, her aim is to mitigate the administration burden for her clients’ financial affairs so they have piece of mind when making important decisions.

Debbie works closely with the Financial Advisers in the Nexia Sydney Financial Solutions team to provide proactive advice to her clients in order to ensure their objectives are met, and exceed their expectations. She prides herself on being professional and efficient in her work, and aims to gain unique insights into her client’s needs.

Debbie builds lasting relationships and has long standing clients of over 20 years.
 

Surein has experience in law firms and both medium and Big 4 accounting firms working in corporate and international tax. His clientele includes governmental bodies, Significant Global Entities (SGEs), multinational enterprises, ASX listed companies, private companies, individuals and trusts.

Surein has specialised in tax structuring and has experience in relation to share and asset acquisitions, transfer pricing, CbC reporting, capital gains tax rollover relief, tax consolidation, the utilisation of carried forward tax losses and repatriation of profits.

Surein has also completed his Masters of Laws (Tax) from the University of Sydney with a distinction average.