Anna Wilson, FTI

Anna Wilson, FTI

Anna specialises in taxation, insolvency and related matters. She acts for the Commissioner and the taxpayer in both State and Federal jurisdictions. Her practice extends to tax technical and structuring advice, tax investigations and audits, private rulings and objections, through to litigation and alternative dispute resolution. Anna also acts in regulatory/disciplinary matters such as those involving registration with the Tax Practitioners Board and/or membership of professional accounting associations. She was involved in the superannuation round of the Financial Services Royal Commission and acts in disputes between members of self-managed superannuation funds.

Anna has extensive experience as a tax and commercial specialist in large law firms having worked for over 10 years with Norton Rose Fulbright, including 15 months in Munich, Germany and two years with Gadens in Melbourne. She commenced her legal career working mainly in property law before concentrating on tax from 2008.
Anna obtained her law and science degrees (majoring in mathematics and physics) from Monash University and has a Masters of Taxation Law from Melbourne University, where she was awarded the Graham Hill Taxation Law prize. Anna now lectures in the Masters program at Melbourne University, teaching the subject Capital Gains Tax: Problems in Practice.
Anna has a special interest in residency for tax purposes, insolvency and bankruptcy, employee share schemes, self-managed superannuation funds, limited recourse and other borrowing arrangements involving SMSFs, estate and succession planning, trusts, charitable structures, income tax exempt and deductible gift recipient endorsements as well as State taxes, particularly stamp duty and land tax.

Anna is fluent in German and is accredited as a professional translator from German into English (NAATI No. 75201). Prior to her legal career, Anna was a professional cyclist and represented Australia at the Atlanta and Sydney Olympic Games and the Kuala Lumpur and Manchester Commonwealth Games.

All Sessions by Anna Wilson, FTI

12:00 pm - 1:00 pm

Session 14.3: The Division 328 threshold tests - more than small business gateways

Hot Topics Stream

This session will be a case study based workshop examination of the gateway tests to a bag of benefits, including:

  • Gateway to temporary full expensing, instant asset write off, loss carry back, JobKeeper and other similar benefits and
  • Applying the aggregated turnover test and the embedded connected entity and affiliate tests