Phil joined Mellor Olsson in 2006 and was admitted to practice in 1978 after graduating from The University of Adelaide with a Bachelor of Laws in 1977.
With over 30 years' experience, Phil has worked and continues to work with clients across a wide spectrum of industries and occupations, including Accountants, Financial Planners, Business clients, Professionals and their families. He has assisted clients in the Commercial and Transactional law, Asset Protection, Estate and Succession Planning, and Estate Administration fields.
Phil has considerable experience in advising clients on business and other Commercial structuring and restructuring issues, buying and selling businesses, leasing, contracts and agreements, setting up of discretionary and other Trusts, and Self-Managed Superannuation Funds, Company Incorporation and Commercial Transactions generally.
Along with his interest in Commercial and Transactional law, Phil specialises in Estate Planning, Estate Administration and Succession issues in connection with the passing-down of the future control of Companies, Trusts and Superannuation for the benefit of children, grandchildren and succeeding generations.
He also assists his clients in putting into place General and Enduring Powers of Attorney and Advanced Care Directives.
Phil enjoys close working relationships with several prominent Adelaide Accounting and Financial Planning practices in order to assist their clients with Estate Planning, including the use of Testamentary Trusts Wills, which have particular advantages in quarantining inheritance assets for asset protection reasons and also in achieving potentially significant tax savings on inheritance income for beneficiaries.
Phil is a member/fellow of the Taxation Institute of Australia (South Australian Branch) and a regular attendee at the Taxation Institute of Australia's Continuing Education Seminars. He has been involved in presenting talks dealing with Estate Planning, Superannuation and other related issues to Accountants, Financial Planners and their clients. He is also a Member of the Society of Trust and Estate Practitioners (STEP) of London, United Kingdom.