Tax Matters – Edition 38
Shorrock Partners
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20 Edition – Tax Matters
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Caitlin is a Chartered Accountant and has been providing accounting and taxation services for almost 10 years. She is one of several team members who have been with Shorrock Partners since its formation in 2009 and has played a key role in growing it since then. Caitlin’s career began with mid-tier firm Horwath later merging to become part of Deloitte’s private client team and she continued to assist many of the same clients throughout.
Caitlin’s areas of specialisation are in taxation, superannuation and maintaining local Chief Financial Officer roles for foreign based companies. Her clients include privately owned businesses, high net-worth individuals and families, and foreign owned subsidiaries.
Caitlin prides herself on having a thorough understanding of taxation law, superannuation regulations and the Corporations Act, aiding her to achieve the best outcomes for our clients.
She also has considerable experience in Self Managed Super Fund administration, compliance and pension planning.
One of Caitlin’s key areas is our ‘Local CFO’ services, working with foreign based companies to set up and successfully manage their Australian business.
Caitlin ensures she is always up-to-date with regulatory and legislative changes by proactively attending training and industry seminars.
In addition to Catlin’s client responsibilities she also plays a significant role in the career development of younger members of the team, providing training and guidance on technical matters. She also enjoys taking an active role in organising staff social events, helping to create the excellent culture within the firm.
Bachelor of Commerce (Accounting and Finance)
Chartered Accountant
Will is a Chartered Accountant and has been providing accounting and taxation services for over 10 years. Will’s career included time at mid-tier firm Horwath and as part of Deloitte’s private client team.
Since joining Bill Shorrock’s team at Horwath, Will has continued to assist many of the same clients for over 5 years. He is one of several team members who have been with Shorrock Partners since its formation and he played a key role in its success to date.
Will’s areas of specialisation are in taxation, GST, ATO risk reviews, estate planning and superannuation. His clients include privately owned businesses, high net-worth individuals and families, and foreign companies operating in Australia.
Will prides himself on having highly technical taxation skills and he has wide experience in managing complex tax issues, aiding him to achieve the best outcomes for our clients.
One of Will’s key areas of focus is in advisory services, working closely with our clients in developing and delivering an integrated taxation strategy, ensuring that areas such as succession and estate planning are aligned.
Will ensures he is always up-to-date with regulatory and legislative changes by proactively attending training and industry seminars.
In addition to Will’s client responsibilities he also plays a significant role in the career development of junior members of the team, providing training and guidance on technical matters.
On a personal level Will is a cricket tragic and spends much of his weekends playing cricket for the Troopers or the Primary Club of Australia. He is a passionate cricket and rugby supporter and is a long suffering Waratahs member.
Bachelor of Commerce (Accounting and Finance)
Chartered Accountant
Experience:Rohit is a Chartered Accountant and has been providing accounting and taxation services for over 17 years. He joined Deloitte Sydney in 2008 and has continued to assist many of the same clients for almost 10 years.
He is one of several team members who have been with Shorrock Partners since its formation and he has played a key role in its success to date.
Rohit’s areas of specialisation are in superannuation, taxation, estate planning and pension planning. His clients include privately owned businesses, high net-worth individuals and families, and foreign companies operating in Australia.
Rohit prides himself on his diversity of skills; his wide experience across all areas of taxation and accounting allows him to provide our clients with a holistic approach to managing their financial situation.
A key area of focus for Rohit is helping executives and professionals with planning and structuring their affairs to minimise taxation and maximise retirement advantages.
Rohit ensures he is always up-to-date with regulatory and legislative changes by proactively attending training and industry seminars.
In addition to Rohit’s client responsibilities he also plays a significant role in overseeing the running of the firm’s day-to-day activities, working with Bill Shorrock to build a strong and long-lasting firm.
On a personal level Rohit is an enthusiastic cricket and tennis supporter and spends much of his weekends cheering his side on.
Bachelor of Commerce (Accounting and Finance)
Chartered Accountant
Experience:
Bill Shorrock is a Chartered Accountant and is the Managing Director of Shorrock Partners Pty Limited. He has been providing Professional Accounting, Taxation and Advisory Services for more than 40 years.
Bill started his career at the mid-tier firm Horwath Sydney in July 1974 and became a partner in July 1987. In that time he was responsible for a group of private clients and small businesses, many of these have remained with him for over 30 years. He was a Partner of Deloitte from 2007 to 2009.
Bill established Shorrock Partners in 2009 with a focus on providing excellent personal service to clients at a competitive cost structure. Bill leads a team of highly skilled accountants, many of whom have worked with him for more than 10 years.
As a Chartered Accountant and former Certified Financial Planner, he appreciates the need for the alignment of taxation and retirement planning with investment and financial planning objectives.
Bill Shorrock has a longstanding interest and involvement in the Not for Profit sector and was a driving force in the establishment of the Horwath Foundation as part of the then Horwath Sydney firm’s involvement in the community. He was a Director of the Deloitte Foundation Limited from 2007 to 2009, a body which provides financial support and professional services assistance to organisations across education, research, cultural and other areas of the community.
Dip Tech (Commerce)
Fellow of the Chartered Accountants in Australia and New Zealand
