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Jason Carli

Jason Carli

Senior Associate
Melbourne
About

Jason is a Senior Associate in the Tax group in Melbourne, practising in the areas of income tax, stamp duty and GST.

Jason has experience advising clients on the tax implications associated with mergers and acquisitions, corporate restructuring, financing, infrastructure and property transactions, with a particular focus on international tax and cross border transactions. Jason also has significant experience in tax underwriting.

Jason advises clients in a range of sectors, including private equity, real estate, infrastructure, financial services, wealth management, energy and insurance.

Areas of FocusEnergy and Natural ResourcesFinancial ServicesInsuranceTechnologyReal EstateMergers and AcquisitionsTax
Professional QualificationsSolicitor of the Supreme Court of Victoria

EXPERIENCE

  • Advising one of the leading private equity funds on the tax implications of various M&A transactions, including the structuring and financing of the transactions.
  • Advising a large global infrastructure group on various matters, including advice in relation to the structuring and financing of its infrastructure assets.
  • Advising clients on the transaction documents for various M&A deals.
  • Advising clients on the application of the hybrid mismatch rules to their cross border arrangements.
  • Advising all of the major warranty and indemnity (W&I) insurers operating in the Australian and Asian markets.
  • Advising clients with respect to disputes with the ATO / State revenue offices, including assisting with the preparation of responses to RFIs, voluntary disclosures and objection letters.
Languages
  • English
Education
  • Monash University, Bachelor of Laws and Bachelor of Commerce
  • College of Law, Graduate Diploma of Legal Practice
  • Chartered Accounting, Graduate Diploma

Memberships And Affiliations

  • Law Institute of Victoria

My latest insights

Publication
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Australian Federal Budget Update 2022-2023

24 October 2022 .17 minute read

Connect

Phone

+61 3 9274 5055
(Work, Melbourne)
+61 424 963 510
(Work)
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