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Financial Services Tax

Bringing together the power of our global network of firms to support financial services organisations to manage risk and improve the way they work.

Market-leading financial services tax advisory

Our committed, accomplished and market leading financial services tax advisory team brings deep technical knowledge led by the financial services industry’s most experienced and engaged tax specialists.  Our team of diverse skills and capabilities includes tax technology and automation experts and global tax teams from our broader PwC network of professionals.

Fresh perspectives, diverse skills and thinking

Explore our capabilities

Asset Management

  • Funds management

  • Superannuation

  • Sovereign Wealth and institutional investment funds

  • Custodians

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  • Life insurance

  • General insurance

  • Health insurance

  • Captive insurance

  • Reinsurance

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Banking & Capital Markets

  • Australian banks

  • Foreign banks

  • Finance companies and brokers

  • Non-bank lenders

  • Neobanks (restricted ADI)

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Leasing and other financial services

  • Leasing companies

  • Brokers

  • High frequency traders

  • FX and remittance

  • Cryptocurrency

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Our services

Tax compliance
  • Tax returns and schedules

  • Income tax

  • GST

  • Stamp duty

  • Transfer pricing

  • FATCA and CRS

  • AIIR, TFN/ABN withholding and operational taxes

  • Outsourced tax function

Tax consulting
  • ATO review assistance

  • Specific tax advice

  • M&A advice

  • Due diligence

  • Transaction structuring and financing

  • ATO rulings

  • ATO dispute resolution

  • Tax risk management and governance

  • Tax policy

  • Platform reviews and testing

Tax technology
  • Suite of cutting edge technologies to streamline tax compliance activities, reduce time and
    cost and improve productivity and efficiency.

  • We also work with our clients to deliver bespoke automated solutions utilising robotic process automation.

PwC's Engagement Center

PwC’s new online tool for managing the tax compliance process

Engagement Center is a brand new application that has been developed to simplify and streamline our interactions with you throughout the compliance process. Engagement Center enables you and your PwC team to collaboratively manage engagement activities, share data and documents, and monitor the progress of deliverables.

Engagement Center allows us to raise information requests and queries, and allows you to respond to them in one place, eliminating the need to send emails back and forth. It also acts as a single, online repository for engagement letters, tax return work papers and all final deliverables associated with a job – a collaborative portal making it easier for you to find what you need, when you need it.

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Contact us

Liam Collins

Financial Services Tax Leader, PwC Australia

Tel: +61 3 8603 3119

David Ireland

Legal Business Leader, PwC Australia

Tel: +61 2 8266 2883

Ken Woo

Partner, PwC Australia

Tel: +61 408 258 698

Peter Kennedy

Director, PwC Australia

Tel: +61 414 867 407

Sarah Hickey

Partner, PwC Australia

Tel: +61 2 8266 1050

Grahame Roach

Partner, PwC Australia

Tel: +61 2 8266 7327

Matt Osmond

Partner, PwC Australia

Tel: 613 8603 5883

Marco Feltrin

Partner, PwC Australia

Tel: +61 (3) 8603 6796

Abhi Aggarwal

Partner, PwC Australia

Tel: +61 (7) 3257 5193

Sach Pelpola

Partner, PwC Australia

Tel: +61 430 243 207

Grant Harrison

Partner, PwC Australia

Tel: +61 402 897 597

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