We provide clients with many professional and technical services. For a detailed description, please select the relevant service.
Great
People
Karen
Gregor
Karen is a Tax Director in Nexia Edwards Marshall’s Business Consulting and Taxation divisions.
Contact Karen
t: +61 8 8139 1139
m: +61 417 851 661
Email Karen /
Schedule a meeting
Save my contact details
Download my profile
Karen joined the firm in January 2000. She has experience in providing taxation and accounting services to small and medium-sized businesses and professionals
Karen’s sharp eye for detail and close relationships with clients are key factors in her exceptional level of service. She works with clients throughout the life cycle of their business by advising them during its establishment and operation, then, if necessary, working on exit strategies and winding up.
Expertise
• Business Consulting
• Management Reporting
Business Consulting
Karen has advised clients across many areas and is always seeking the most tax-effective approach, depending on individual circumstances. She undertakes taxation planning, followed by execution and implementation. She has helped many clients deal with difficult areas of taxation law, including GST and CGT, working with them to find a solution, even when the legislation is ambiguous. Beyond taxation, she helps clients with their management reporting, cash flow forecasts and budgeting. Karen also has extensive experience with training and use of Reckon Accounts (formerly QuickBooks) and experience with MYOB.
Formal qualifications
• Master of Commerce, University of Adelaide
• Associate, Chartered Accountants Australia and New Zealand
• Fellow, The Tax Institute
• Chartered Tax Advisor, The Tax Institute
Experience
Karen excels in advising clients on difficult areas of taxation law, working with them to achieve the best possible outcomes.
Assignment
Prepare a private tax ruling on the application of the small business capital gains tax concessions, particularly the active asset test.
Process and outcome
Karen prepared the private ruling application for a company wanting to use the concessions but in a situation where the legislation was unclear. The ruling was successful, which allowed the company to use the concessions and saved it a significant amount of tax on the sale of a capital asset.
Assignment
Assist a client with a GST review by the ATO, involving the application of complex GST rules to a specific industry.
Process and outcome
Karen worked closely with the client and the ATO throughout the GST review, involving oral and written communication and assisted the client to change and improve their record keeping so it accurately applied the GST rules in future. The task also involved detailed negotiations with the ATO to establish a suitable debt repayment plan.
Assignment
Advise on and implement a company restructure.
Process and outcome
A client needed advice about a company split that involved the sale of assets, the purchase of shares in return and associated valuation issues. Karen advised on cash flows, dealing with contingent liabilities, staff leave entitlements, debtors and doubtful debts, work in progress and the taxation implications and valuation issues of each. Her work included helping the client account for all of these issues in their ledger.
