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Private equity paper

Published on 24 May 07 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Australia is currently in the midst of what has been described as a private equity frenzy. This activity is being generated by both international private equity firms and also local funds. This paper is designed to provide an insight into some of the structural and funding arrangements used in the industry, including:

  • common private equity ownership and funding arrangements
  • management incentive plans
  • managing the divestment process.

Author profiles

Joshua Cardwell CTA
Photo of author, Joshua CARDWELL Josh Cardwell has over 30 years’ transactional consulting and compliance experience with a specialised focus on the real estate sector. He has extensive experience across inbound, outbound and domestic real estate clients, including providing advice on fund establishment, property/entity acquisitions and disposals, financing and repatriation and stapled structures. Prior to joining KPMG, Josh was Head of Real Estate Tax – Australia at PwC Australia, the Head of Mergers & Acquisitions at Greenwoods & Freehills and a Tax Partner at Deloitte. Josh was named 2019 Corporate Tax Adviser of the Year by the Taxation Institute of Australia and is a long-standing member of the Property Council of Australia’s Capital Markets Income Tax Committee. - Current at 25 August 2026
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Melanie Earl
Melanie Earl is a Partner at Deloitte with over 20 years’ experience specialising in corporate and international tax and mergers and acquisitions. Melanie has worked for Deloitte Sydney and Deloitte London and has advised on numerous transactions in the Australian, Asia-Pacific and European regions. Melanie’s current client base comprises Australian and foreign based multinational corporations and she advises them on all major areas of Australian tax including international tax structuring and advisory as well as tax reporting and compliance. - Current at 26 March 2024
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Deepti SATHE

 

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