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Ani Tuna,Tax Expert in Melbourne
Melbourne, Australia
Ani's unique value lies in understanding people as much as understanding tax law
With nearly two decades of experience in tax advisory, Ani's career spans public practice, private advisory, tax education, and executive leadership. She advises a diverse range of clients, including private family groups, high net wealth individuals and the SME corporate sector.
Ani pairs technical rigour with big-picture thinking, ensuring every solution aligns with her clients’ objectives and commercial realities. This combination has proven highly impactful when guiding clients through major business restructures and transactions and when resolving complex Division 7A and trust matters. It is further demonstrated in her impressive track-record for obtaining favorable outcomes for clients on ATO audits and default assessments.
More than just an advisor, Ani's unique value lies in understanding people as much as understanding tax law. This rare perspective is especially powerful when she’s advising private groups on sensitive succession planning matters and guiding companies through the design of effective employee equity incentives. For many clients, particularly in matters involving tax disputes and ATO engagement, Ani’s involvement brings a sense of assurance that the strategic path forward is well considered and under control.
Before joining Velocity Legal, Ani led the tax advisory division of a multidisciplinary professional services firm with over 300 professional staff across Australia, including accountants, lawyers and financial planners. A trusted expert voice in tax advisory, Ani is a former member of the ATO tax practitioner group and was invited by the Prime Minister to attend the National Tax Forum at Parliament House. She has delivered tax education to hundreds of accounting firms around Australia, and has presented at conferences for industry bodies such as CA, CPA and IPA.
- Achieving a favourable outcome on a complex ATO tax dispute resulting in the client successfully applying the small business CGT concessions to reduce a capital gain of $60 million to nil.
- Designing tax-effective equity incentive and employee share schemes for a range of businesses, including one of Australia’s fastest growing SME banks and well-known brands such as one of Australia’s largest privately-owned retail fashion groups.
- Advising on the succession plan of a private family group valued at over $700 million, including strategies to effectively manage significant historical UPE balances and current Division 7A loans.
- Obtaining a favourable outcome from the ATO on a private binding ruling relating to the tax implications of a property development undertaken on leased Crown Land.
- Advising on a deceased estates matter being disputed in Court relating to the CGT implications of estate assets valued at over $30 million.
- Negotiating a full remission of penalties relating to unpaid superannuation, resulting in the client’s overall tax liability being reduced from $2.5 million to $150,000.
- Objecting to several years of ATO default assessments totalling $770,000, reducing the client’s liability to under $50,000 with full remission of interest and penalties.
- Advising on the pre-acquisition restructure of a large private group valued at $250m.
- Advising on the annual trust income distribution strategy of large private family groups, each typically comprising of more than 40 entities.
- Advising one of Australia’s AFR Top 25 Accounting Firms on their tax agent obligations under the TASA Code of Professional Conduct.
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You don’t have to figure this out alone. Book an initial consult with our expert legal team and get clear answers about your situation.
- Transparent quotes (no ‘bill shock’)
- Rapid response
- Award winning team