Profile

Full Name: Ms Anna R Wilson
Email: anna.wilson@vicbar.com.au
Phone: +61 3 9225 8209
Mobile: 0478 47 55 88
Chambers: Owen Dixon Chambers West
Room: 0513
Date of Admission: 6 Apr 1998
Called to the Bar: 30 Apr 2015
Qualifications: LLB, B.Sc., M.Tax, A.Mus.A, Accredited Translator (NAATI No. 75201)
Previous Occupation: Solicitor; Translator, Olympic Cyclist

Profile

Anna Wilson specialises in taxation, insolvency and related matters. She acts for the Commissioner and the taxpayer in both State and Federal jurisdictions. Her practice extends to tax technical and structuring advice, tax investigations and audits, private rulings and objections, through to litigation and alternative dispute resolution. Anna also acts in regulatory/disciplinary matters such as those involving registration with the Tax Practitioners Board and/or membership of professional accounting associations. She was involved in the superannuation round of the Financial Services Royal Commission and acts in disputes between members of self-managed superannuation funds. 

Anna has extensive experience as a tax and commercial specialist in large law firms having worked for over 10 years with Norton Rose Fulbright, including 15 months in Munich, Germany and two years with Gadens in Melbourne. She commenced her legal career working mainly in property law before concentrating on tax from 2008.

Anna obtained her law and science degrees (majoring in mathematics and physics) from Monash University and has a Masters of Taxation Law from Melbourne University, where she was awarded the Graham Hill Taxation Law prize. Anna now lectures in the Masters program at Melbourne University, teaching the subject Capital Gains Tax: Problems in Practice.

Anna has a special interest in residency for tax purposes, insolvency and bankruptcy, employee share schemes, self-managed superannuation funds, limited recourse and other borrowing arrangements involving SMSFs, estate and succession planning, trusts, charitable structures, income tax exempt and deductible gift recipient endorsements as well as State taxes, particularly stamp duty and land tax.

Anna is fluent in German and is accredited as a professional translator from German into English (NAATI No. 75201).

Prior to her legal career, Anna was a professional cyclist and represented Australia at the Atlanta and Sydney Olympic Games and the Kuala Lumpur and Manchester Commonwealth Games.

Contact details:

Room 0513 Owen Dixon Chambers West | 525 Lonsdale Street | Melbourne Vic 3000

Mobile 0478 47 55 88 | Ph 9225 8209

Clerk: Foley's List | 205 William Street | Melbourne Vic 3000

DX 92 Melb | Phone 03 9225 7777 | Fax 03 9225 8480

Memberships

  • Fellow of the Taxation Institute of Australia
  • Committee Member of the Tax Bar Association

Qualifications:

  • LLB/B.Sc. (Monash)
  • M.Tax (Melbourne)
  • Professional translator German > English. NAATI (National Accreditation Authority for Translators and Interpreters) No. 75201
  • A.Mus.A (Piano)

 

Recent appearances:

    • Vergara v Chartered Accountants Australia and New Zealand [2018] VSC 811
    • Superannuation round of the Financial Services Royal Commission, August 2018
    • Dadwal and Tax Practitioners Board [2018] AATA 2878AAT hearing to review a decision of the TPB to terminate the Applicant's registration as a tax agent.
    • Majak v Rose and Cwalina: Cross-vesting application in Victorian Supreme Court to transfer proceedings to Family Court
    • CXJZ and Commissioner of Taxation: AAT hearing regarding taxation treatment of insurance payments, capital/revenue distinction, lump sum payment in arrears rebate under Subdivision 17AB of the Income Tax Assessment Act 1936 (Cth): decision pending
    • Webb v Deputy Commissioner of Taxation [2017] FCA 1520 being an application for an extension of time to appeal.
    • Deputy Commissioner of Taxation v Webb [2017] FCCA 1137 involving an application to set aside a sequestration order.
    • Commissioner of Taxation v Ludekens (No 2) [2016] FCA 755 (led by Daryl Williams QC) - a decision on the penalty to be applied under the promoter penalty provisions in the Taxation Administration Act.
    • DTMP and Commissioner of Taxation [2016] AATA 684 - regarding the Tribunal's discretion to allow the taxpayer to expand the grounds of objection and circumstances where the prejudice to the Commissioner is such that the discretion will not be exercised.
    • Appearance before the GAAR panel in April 2016 (led by Terry Murphy QC).
    • Master Solutions Australia Pty Ltd v Commissioner of State Revenue [2016] VCAT 1356 - concerning land rich duty.
    • Robbins v Commissioner of State Revenue [2016] VCAT 1265 - regarding land tax and the principal place of residence exemption.

     

      Presentations/papers:

      Anna has authored updates to the following chapters of the LexisNexis publication Court Forms, Precedents and Pleadings Victoria:

      • Trusts and Settlements
      • Affidavits
      • Receivers
      • Insolvency

       

      Anna has presented and/or written papers on:

      • Tech Mahindra Limited v CoT and Satyam Computer Services Limited v CoT: Double Tax Agreements: A Shield or a Sword, Victorian Bar presentation, 26 November 2018
      • Tax effective options when providing for minors, October 2018
      • Distribution of profits in professional firms and suspension of the ATO's guidelines, August 2018
      • Legal professional privilege - presentation to ATO, August 2018
      • Tax Implications of the vesting of trusts, May 2018
      • Present entitlement and disclaimers - presentation to the Legalwise Trusts Symposium, February 2018
      • Tax Implications of Settlements - presentation to the Leo Cussen Institute, February 2018
      • Analysis of the decision in Lewski - Victorian Bar presentation, December 2017
      • Current Issues in Small Business Tax - TEN Online Conference, November 2017
      • Cases update for Corporates - Taxation Institute of Australia Victorian Forum, October 2017
      • Who Wants to be a Director - How to deal with Director Penalty Notices - Foleys List CPD, October 2017
      • The essential tax update for the property lawyer - Leo Cussen, April 2017
      • Payment as present entitlement - an examination of Hart v Commissioner of Taxation (No 4) [2017] FCA 572 Foleys List Tax CPD August 2017
      • The capital - revenue distinction in property developments - Business and Property Taxation conference, February 2017
      • Case update for private groups and SME'S - Taxation Institute of Australia Forum, October 2016
      • GST-Free Going Concerns and Property Development
      • A review of AAT cases on the employee/contractor distinction
      • The taxation of earnout arrangements
      • Limited recourse borrowing arrangements for self-managed superannuation funds
      • Unit trust structures and SMSF borrowing
      • GST and leasing - implications of the MBI Properties cases: MBI Properties Pty Ltd v FCT [2013] FCA 56; MBI Properties Pty Limited v FCT [2013] FCAFC 112; FCT v MBI Properties Pty Ltd [2014] HCA 49
      • Tax planning for medical practitioners
      • Taxation issues in property development
      • Changes to the taxation of employee share schemes as of 1 July 2015
      • The personal liability of liquidators/receivers under section 254 of the 1936 Act: implications of the Full Federal Court decision in Commissioner of Taxation v Australian Buildings Systems Pty Ltd (in liq) [2014] FCAFC 133 (noting that the appeal to the High Court was heard on September 8 2015).
      • The ATO's refreshed code of settlement, released 15 October 2014
      • Project DOIT - the ATO's 2014 voluntary disclosure project for offshore income/assets

      Other Languages Spoken

      • German

      Areas of Practice

      Appellate

      Commercial Law

      • Bankruptcy Law & Insolvency Law
      • Property & Probate
      • Superannuation

      Criminal Law

      • Corporate / White Collar Crime
      • Extradition
      • Fraud
      • Proceeds of Crime

      Equity & Trusts

      • Real Property
      • Wills & Probate

      Public Law & Administrative Law

      • Judicial Review

      Tax Law & Revenue Law

      • Capital Gains Tax
      • Goods & Services Tax
      • Income Tax
      • International Tax Law & Revenue Law
      • Land Tax
      • Payroll Tax
      • Stamp Duty

      Committee Memberships

      • (Member) Tax Bar Association
      From 1 May 2015, liability limited by a scheme approved under Professional Standards Legislation.


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