Account Director, Tax
550 Bourke Street
Alison is an Account Director in the Financial Services Tax team at Deloitte in Australia, and provides taxation consulting and taxation compliance services to clients in the financial services industry, particularly banks, and treasury functions of corporate clients.
Alison is the Global Information Reporting (GIR) leader for Deloitte in Australia and a member of Deloitte’s Asia-Pacific and global GIR teams. She has a particular focus on FATCA and CRS including impact assessments, entity and product classification, registration, onboarding and due diligence documentation procedures, self-certification document reviews, completion of W8s and similar forms, reporting utilising Deloitte’s managed reporting service, remediation and technical advisory support.
Alison also has experience with the U.S. qualified intermediary regime, working closely with the Deloitte member firm in the U.S. on QI applications, implementation, gap assessments and reporting by Australian entities.
Alison’s other areas of interest and specialisation include dividend imputation, debt/equity characterisation, securities lending arrangements and the taxation of financial arrangements (TOFA).