Phil Shepherd
About Phil Shepherd
Phil Shepherd is a Director at KPMG Australia, specializing in tax advisory services for middle market corporates. He has extensive experience in employee share and option plans, tax restructuring, and investment structuring, particularly concerning the UK and US markets.
Work at KPMG Australia
Phil Shepherd has been serving as a Director at KPMG Australia since 2020, contributing to the firm's operations in Adelaide, South Australia. In this role, he focuses on providing tax advisory services, leveraging his extensive experience in the field. His responsibilities include advising clients on various tax-related matters and optimizing their operational efficiencies.
Previous Experience at Pitcher Partners
Before joining KPMG, Phil Shepherd worked at Pitcher Partners for a total of 13 years. He held the position of Principal from 2016 to 2020, where he provided strategic tax advice. Prior to that, he served as a Tax Specialist from 2007 to 2016, gaining significant expertise in tax matters and client advisory.
Specialization in Tax Advisory
Phil Shepherd specializes in Employee Share and Option Plans for middle market corporates. He provides advisory services aimed at restructuring groups to enhance tax efficiencies and operational performance. His expertise extends to addressing GST impacts related to specific transactions and structures, ensuring compliance and optimization for his clients.
Focus on International Investments
Phil Shepherd has a strong focus on structuring inbound and outbound investments, particularly with an emphasis on the UK and US markets. His work involves navigating complex tax regulations to facilitate effective investment strategies for his clients, ensuring that they maximize their opportunities in international markets.
Professional Designations and Memberships
Phil Shepherd holds the designation of Chartered Tax Advisor and is a member of the Institute of Chartered Accountants. These credentials reflect his commitment to maintaining high professional standards in tax advisory services and his dedication to ongoing professional development in the field.