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.
Phil specialises in estate planning, estate administration and business succession issues, ensuring that his clients’ assets are protected for the benefit of future generations. Phil assists clients across a wide spectrum of industries and occupations, tailoring their estate plan to their specific needs and working closely with their accountants and/or financial planners to ensure the desired outcome is achieved in the most tax effective manner.
With over 30 years’ experience in commercial and transactional law, Phil is ideally positioned to assist clients with significant net worth and complex financial affairs to plan for the future management and protection of companies, trusts and self-managed superannuation funds. Phil’s work often extends to updating deeds and company constitutions, implementing binding death benefit nominations and conducting property transfers in order to safeguard clients’ assets.
He is highly experienced in the area of testamentary trust Wills, which have particular advantages in quarantining inheritance assets and potentially significant tax savings on inheritance income. He also assists his clients with important documents such as Powers of Attorney and Advance Care Directives.
Phil is a longstanding member of the Taxation Institute of Australia, as well as a Member of the Society of Trust and Estate Practitioners (STEP). He has presented numerous seminars dealing with estate planning, superannuation and other related issues to accountants, financial planners and clients.