Governance

Corporate Governance

Promoting our profession

The Tax Institute’s mission is to educate and build expertise in tax and to raise the status of the tax profession. We are committed to serving the best interests of the profession as well as the wider community affected by tax policy.

The Tax Institute is a respected and influential contributor to the development of tax policy and administration in Australia. As part of this contribution, we prepare top level submissions on tax policy, administration and technical matters at both Federal and State levels. These submissions and advocacy work is all done in conjunction with tax practitioners and feedback from the profession.

Further, we promote stand-out individuals through our personal Tax Adviser of the Year Awards, which have a strong focus on ethics and professionalism, and are strongly involved in the tax community. This combined with our rigid focus on the integrity and character of our members and candidates we are focused on a respected future of our community.

 

Supporting our community

The Tax Institute is a Corporate Supporter of Lifeline.

For nearly 50 years Lifeline's 13 11 14 telephone crisis service has operated 24 hours a day, 365 days a year taking calls from all across Australia – a friendly voice, during a time of crisis, at the end of a phone line. Lifeline rely on donors to provide their essential services.

Somewhere in Australia there is a new call to Lifeline every minute. If you are able to make a donation (however big or small) either one off or regularly, please call us now on 1800 800 768 or go online at www.lifeline.org.au.

The Tax Institute regularly requests feedback from our members, and the broader tax profession.

Our most recent survey received hundreds of responses, for which The Tax Institute donated $1 for each to Lifeline Australia as well as increasing the overall donation substantially.

Lifeline Australia provide an extremely important service to the community with their 24 hour crisis support and suicide prevention line and receive over one million contacts each year from help seekers. To find out more about Lifeline Australia or to make a donation, please visit their website.

 

Recognising our environment

As a provider of education and training materials, we are dedicated to servicing our members and customers with innovative and engaging products and services. Whether it’s our:

  • new digital hub which is available on all devices
  • flexible distance education programs
  • a range of online or face-to-face CPD formats
  • large online research database and more.
  • We are always looking forward.

Our constitution & bylaws

   

      


Academic Governance

Professor Kerrie Sadiq, CTA, Chair

Professor Kerrie Sadiq holds the position of Professor of Taxation in the School of Accountancy at the QUT Business School, Queensland University of Technology.

Kerrie’s primary areas of expertise are international tax, tax expenditures and capital gains tax. She is the co-editor of Australian Tax Review, an internationally recognised leading academic tax journal. She is author of publications in both Australian and International journals and edited books, including the Bulletin for International Taxation, Australian Tax Forum, Journal of International Tax, Canadian Tax Journal and the New Zealand Journal of Taxation Law and Policy. She is the general editor and co-author of leading taxation texts used in universities throughout Australia.

Prior to joining Queensland University of Technology, Kerrie spent 20 years at The University of Queensland as a member of both their Law School and Business School.

Dr. Rodney Brown, Deputy Chair

Dr Rodney Brown is a Lecturer at the School of Accounting, Auditing & Taxation (including Atax) in the UNSW Business School. Rodney joined UNSW in 2018 after spending 5 years in the UK completing a PhD in Accounting at the London School of Economics (LSE). Rodney’s current research interests focus on corporate tax avoidance and tax transparency and his research primarily applies empirical archival methodology. In addition to his current teaching at UNSW, Rodney has taught postgraduate and undergraduate courses at the LSE, Kings College London and the University of Technology Sydney (UTS). Prior to academic life, Rodney gained extensive industry experience over 20 years working as a Chartered Accountant and financial planner in public practice (including PwC and EY), commercial organisations and management consulting. Rodney retains strong industry links via his professional affiliations including CAANZ (Member since 1999), FINSIA (Fellow since 2009) and The Tax Institute (Fellow since 2020).

Domenic Carbone, CTA, Member

Domenic has been a full-time lecturer primarily in taxation law since joining The University of Adelaide. He lectures tax courses at both undergraduate and graduate level, as well as business law in the University's MBA Program. His background in taxation law extends beyond academia and includes experience in both the private and public sectors. Prior to his appointment as a lecturer, Domenic was a Tax Manager with a "Big 6" accounting firm where he was mainly involved in the tax consulting, tax audit and indirect tax areas. Domenic had previously worked for several years in the Australian Tax Office where he held a number of positions, including Legal Officer, Appeals and Review Officer and Personal Assistant to the Deputy Commissioner of Taxation.

Rupert Cheong, CTA, Member

Rupert was a Corpus Christi student before graduating with a Bachelor of Commerce, Accounting and Business Law, with honours in business Taxation. He also completed the Master of Taxation at Curtin University with a high distinction average. Rupert has an extensive accounting background of over 20 years, assisting his clients in a variety of practices including Deloitte, Moore Stephens and Grant Thornton Australia. He owns and operates Alpha Accountancy Services, providing income tax and business services advice to businesses and high net wealth individuals.

Andrew Sommer, CTA, Member

Andrew is a specialist in indirect taxation. Andrew started in tax at a major accounting firm over 25 years ago and moved to Clayton Utz in 1998. He was involved in GST implementation and has advised on all aspects of GST, including financial services, property, government and M&A. In addition, Andrew advises on FBT, land tax, payroll tax and transfer pricing matters. He has been involved in a wide range of contentious matters across different taxes and different jurisdictions. Andrew has taught masters courses in GST and has written numerous articles and papers on different aspects of the GST.

Todd Want, CTA

Todd Want, CTA, is a Director in the Tax Services division at William Buck in Sydney, where he specialises in small-to-medium enterprise tax matters. Todd advises his clients on a broad range of tax issues, while he also provides specialist consulting services to accountants, lawyers, financial planners and other professionals in public practice to assist them in advising their clients. Todd is also a regular presenter for The Tax Institute at various conferences and events.

Nathan Yii, CTA, Member

Nathan Yii CTA is an experienced structuring and estate planning lawyer in Australia. He is recognised as a leading Wills and Estates lawyer and an Estate Litigation Lawyer in Doyles’ Guide. He works with accountants, financial planners and other lawyers to achieve their clients’ structuring and estate planning objectives, with a focus on tax-effective solutions, asset protection, SMSF compliance and dispute resolution. Nathan is a regular presenter in his areas of expertise and is also an adjunct lecturer and advisory committee board member for the Estate Planning Practice Specialisation in the Master of Laws program at the College of Law.

Hansini De Fonseka, Student Representative 

Originally from the beautiful island of Sri Lanka, my journey in Australia began in 2014 when I first arrived on a scholarship to pursue my bachelor’s degree at the University of Wollongong. I had a relentless passion for accounting and finance, which helped me to excel in my academics. This later led to an admission to the Dean’s Merit list and an offer to be part of the prestigious Dean’s scholar program. My keen interest in the Australian taxation system and legislation grew when I started working in public practice whilst becoming qualified as a CPA. I relocated to Adelaide in 2020 and have since been working in the business advisory division of a reputed mid-tier accounting firm. Over the years, I have gathered invaluable exposure to a broad and diverse range of clients, giving me the opportunity to explore and experience the complexities of tax legislation at length. I am currently enrolled in the Graduate Diploma of Applied Tax Law program offered by the Tax Institute Higher Education.