Andy Milidoni

Andy is an advisory and transactional tax lawyer with over 25 years’ experience advising on all aspects of revenue and trust law.

In particular, Andy has advised on both in-bound and outbound investment for both fund managers and investors in managed investment schemes using vehicles such as managed investment trust, corporate collective investment vehicles and limited partnerships.

Andy advises on the full range of business and property transactions.  In the funds area, he has advised on fund establishment and fund disclosure, debt financing and capital raising, asset acquisition and asset disposal and fund restructures.

He has extenstive experience in liaising with revenue authorities such as applying for private rulings, preparing various lodgements and acting in revenue audits and disputes.

Memberships, Accreditation and Activities

  • Bachelor of Laws (University of Melbourne) – 1996
  • Bachelor of Science (Majoring in Organic and Physical Chemistry) – 1996
  • Masters of Commercial Law (Monash University) – 2001
  • Master of Taxation (Monash University) – 2003
  • Graduate Diploma of Applied Tax Law (Taxation Institute of Australia) – 2006
  • Graduate Diploma of Applied Finance and Investment (FINSIA) – 2010.

Expertise

Andy’s expertise includes:

  • income tax
  • capital gains tax
  • GST
  • stamp duty
  • land tax
  • fringe benefits tax
  • payroll tax
  • fuel tax.

Recent Matters

  • Advising a fund manager on the establishment of a stapled structure for an agricultural and carbon projects platform
  • Advising a sovereign wealth fund on its 45% stake in an industrial property fund investing and developing industrial sites in Australia
  • Applying for three (3) private rulings for an income securities fund and real property fund to confirm fixed trust status for income tax purposes
  • Advising a managed investment trust on the application of the new thin capitalisation rules
  • Advising a land subdivision business on its GST obligations and the use of the margin scheme
  • Advising an investor on the application of Queensland’s Additional Foreign Acquirer Duty in respect of its interest in land on which there are land lease community projects
  • Advising on property transactions, including property funds and property acquisition, development and sale, including joint venture and development agreement arrangements
  • Advising in relation to tax audits and disputes, including tax litigation.

Memberships, Accreditation & Activities

  • Bachelor of Laws (University of Melbourne) – 1996
  • Bachelor of Science (Majoring in Organic and Physical Chemistry) – 1996
  • Masters of Commercial Law (Monash University) – 2001
  • Master of Taxation (Monash University) – 2003
  • Graduate Diploma of Applied Tax Law (Taxation Institute of Australia) – 2006
  • Graduate Diploma of Applied Finance and Investment (FINSIA) – 2010.