Master advanced wealth preservation, strategic estate structuring, and proactive tax mitigation frameworks tailored to maximize and protect multi-generational wealth.
Tax planning for high-net-worth Australian clients is undergoing significant change as intensified ATO scrutiny, judicial developments, and proposed reforms reshape the way practitioners approach trusts, succession, asset protection, and wealth structuring. This practical course provides an advisory-focused framework for navigating these developments, with particular attention to the Bendel decision, Section 100A, Division 7A, discretionary trusts, and evolving ATO compliance expectations. Participants will explore how recent tax developments affect real-world structuring and advisory decisions, while gaining practical strategies for managing risk, strengthening documentation, and developing robust tax planning approaches for private groups and high-net-worth families.
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Senior Associate, Corporate & Commercial | Coulter Legal
Peter joined Coulter Legal in July 2026 as Senior Associate specialising in taxation, structuring and succession planning, with a particular focus on small and medium enterprises, high net worth individuals and family groups, and their related international structures. His experience extends to corporate transactions and advisory work, including mergers and acquisitions. Peter regularly advises clients on tax-effective business structuring, asset protection, and intergenerational wealth transfer, helping families and business owners navigate the complex interplay between commercial objectives and taxation and legal obligations. He brings a practical, commercially minded approach to his advice, drawing on both his legal expertise and his deep understanding of the taxation issues that affect growing and established businesses alike. In addition to his legal practice, Peter is an active contributor to legal education. He holds a Master of Laws from the University of Melbourne, specialising in taxation law, and currently serves as an adjunct lecturer in higher education, teaching Taxation Law, Company Law, and Trusts and Equity. This dual role as practitioner and educator keeps Peter at the forefront of legal and regulatory developments, ensuring his advice reflects both technical rigour and real-world commercial relevance.
