OmniTax Professionals
OmniTax Professionals
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    • Home
    • About Us
      • Our People
      • Our Services
    • News and Insights
    • Contact Us
      • Career Opportunities
      • Enquiries
  • Home
  • About Us
    • Our People
    • Our Services
  • News and Insights
  • Contact Us
    • Career Opportunities
    • Enquiries

About Us

OmniTax Professionals is a recently established firm dedicated to providing quality tax services. The firm is comprised of a network of tax practitioners with significant experience in Big 4 accounting firms who apply a fresh approach to meeting their clients' needs.


Our experience and knowledge across a range of services, including mergers, acquisitions, divestments, refinancings, capital restructures, public offerings, fund and platform establishments, regulator submissions and liaison, tax consolidation, tax modelling, tax distribution/provision calculations, unit pricing, compliance lodgements, tax governance and risk management, means that we can provide a value-added, practical, and solutions-driven service.

OmniTax Professionals is a registered tax agent with the Tax Practitioners Board ("TPB") and is also a registered practice entity member of Chartered Accountants Australia & New Zealand ("CAANZ"). 

 
The team at OmniTax Professionals is based in Brisbane (Australia) and provides its services to clients throughout Australia and globally. 


The key principles to which we commit in working with our clients as your tax adviser are:

-  Regular and open communication

-  Solutions-focused and commercial mindset

-  Access to all members of the team

-  Timeliness

-  Independent and free of conflicts

-  Easy to work with

-  All deliverables and advice reviewed by at least two senior experienced tax professionals

-  Competitive hourly rates with no additional administration charge

-  Fee quotes as required for specific tasks or projects

-  Availability to meet, discuss and whiteboard issues and solutions face-to-face or by videoconference

-  Flexibility to work on small discrete tasks or large deals/transactions

-  Reliability

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Our People: Your Trusted Advisers

Abhi Aggarwal - Managing Director

Abhi is the Founder and Managing Director of OmniTax Professionals. He has over 21 years of tax experience, and prior to establishing OmniTax Professionals, he was a partner for 10 years at a Big 4 accounting firm.


Abhi specialises in providing tax and structuring advice to his clients in various industries including infrastructure, property, resources, and financial services. In particular, Abhi is well versed in identifying value, managing risk, and implementing solutions for clients in relation to mergers, acquisitions, divestments, inbound and outbound investment,

refinancings and capital restructures. He is also experienced in assisting his clients with their tax compliance requirements and strategic management of any reviews, audits, disputes, and other liaison with tax authorities.


Years of Experience

21+ years (including 10 years as a Partner at a Big 4 accounting firm)


Formal Qualifications

Abhi’s formal qualifications are:

• Member, Chartered Accountants Australia & New Zealand

• Registered Tax Agent

• Graduate Diploma of Chartered Accounting (GradDipCA)

• Graduate Diploma of Applied Finance (Corporate Finance)

• Bachelor of Business (Accounting, Finance)

• Bachelor of Information Technology (Information Systems)

Learn more about Abhi

Allan Neilsen - Managing Director

Allan has been a Managing Director of OmniTax Professionals from January 2025. He has 30 years of tax experience, and prior to joining OmniTax Professionals, he was a managing director at SkyTax Professionals and a partner / principal for 15 years at a Big 4 accounting firm.


Allan specialises in providing tax and structuring advice to his clients in the private and public infrastructure sectors, energy and resources, services and financial services. He has advised managed funds, government and government owned corporations, foreign owned investors, listed and unlisted domestic investors on their acquisitions,

divestments and structures. He is also experienced in the management of any reviews, audits, disputes, and other liaison with tax authorities, as well as the compliance and filing requirements of clients.


Years of Experience

30+ years (including 15 years as Partner/ Principal at a Big 4 accounting firm)


Formal Qualifications

Allan’s formal qualifications are:

• Member, Chartered Accountants Australia & New Zealand

• Registered Tax Agent

• Graduate Diploma of Chartered Accounting (GradDipCA)

• Chartered Tax Adviser (Tax Institute)

• Bachelor of Laws (Hons)

• Bachelor of Commerce (Hons - Accounting)

Learn more about Allan

Stephanie Lam - Managing Director

Stephanie has been a Managing Director of OmniTax Professionals from February 2025. She has over 17 years of tax experience, and prior to joining OmniTax Professionals, she was a partner at a Big 4 accounting firm and worked as an in-house tax counsel at a large superannuation fund.


Stephanie is proficient in providing quality tax compliance and consulting services to clients in various industries, including infrastructure, superannuation, real estate, banking, insurance and private equity.  She also specialises in providing income tax due diligence and structuring advice to clients for takeovers, mergers, acquisitions and divestments.  In addition, Stephanie is well-versed in managing relationships with tax authorities and has significant experience in dealing with rulings, information reporting, reviews, audits, disputes and investigations. 

  

Years of Experience

17+ years (including 4 years as a Partner at a Big 4 accounting firm)


Formal Qualifications

Stephanie’s formal qualifications are:

• Member, Chartered Accountants Australia and New Zealand

• Registered Tax Agent

• Graduate Diploma of Chartered Accounting (GradDipCA)

• Bachelor of Laws (Hons)

• Bachelor of Commerce (Accounting)

Learn more about Stephanie
Ted Ryan

Ted Ryan - Director

Ted has been a Director at OmniTax Professionals from March 2025. He has over 23 years of tax experience, and prior to joining OmniTax Professionals, he has held senior tax positions at QIC and Energex, and also has experience as a tax adviser at a Big 4 accounting firm.


Ted provides tax advice to his clients on a diverse range of matters including in relation to the establishment of new fund platforms and products, structuring for the acquisition and divestment of businesses and investments, performance of tax due diligence, internal stakeholder management and reporting, governance and risk management. He also has significant experience in managing all tax compliance and filing obligations of his clients (both in Australia and overseas), including large multinational organisations (listed and unlisted), mid-market businesses, small businesses and family offices.


Years of Experience

23+ years


Formal Qualifications

Ted’s formal qualifications are:

• Member, Chartered Accountants Australia and New Zealand

• Graduate Diploma of Chartered Accounting (GradDipCA)

• Bachelor of Laws (Honours)

• Bachelor of Commerce (Accounting)

Learn more about Ted
Alice Ratcliffe

Alice Ratcliffe - Director

Alice has been a Director of OmniTax Professionals from February 2025. She has over 14 years of tax experience, and prior to joining OmniTax Professionals, she worked as a Director at a Big 4 accounting firm and also has experience working with in-house tax teams at institutional and retail fund managers.


Alice specialises in managing and completing all tax compliance obligations of her clients and is also proficient in tax governance related tasks including the strategic management of reviews, audits and investigations by tax authorities. In addition, Alice has significant experience as a tax adviser on domestic and global fund platform

establishments, investment acquisitions (domestic, inbound and outbound), divestments, refinancing and capital restructures  


Years of Experience

14+ years 


Formal Qualifications

Alice’s formal qualifications are: 

• Member, Chartered Accountants Australia & New Zealand

• Graduate Diploma of Chartered Accounting (GradDipCA)

• Admitted Solicitor, Supreme Court of Queensland

• Graduate Diploma in Legal Practice

• Bachelor of Laws (Honours)

• Bachelor of Commerce (Finance)

Learn more about Alice

Shinae Barratt - Office Manager

Shinae is the Office Manager at OmniTax Professionals, dedicated to ensuring seamless operations and fostering a productive, efficient work environment. Shinae's outstanding communication and organisation skills, attention to detail and efficiency focus allow her to provide an exceptional level of service and professionalism.  


Contact Shinae to arrange a meeting with any of our tax personnel at OmniTax Professionals.


Email: contact@omnitax.com.au

 ‎LinkedIn URL: https://www.linkedin.com/in/shinae-barratt-4ba5a8252










Other Team Members & Resources

In addition to the senior team members of OmniTax Professionals shown above, our firm also includes a team of junior staff members who provide support on various tasks. 


Further, OmniTax Professionals has strategic business relationships with specialist GST, stamp duty, and transfer pricing advisers, who can be involved as required in any engagement.

Our Services

OmniTax Professionals provides the following tax consulting and compliance services:

  1. Income tax advisory
  2. Capital Gains Tax ("CGT") advisory
  3. International tax advisory
  4. Tax advisory and structuring for deals, investments, restructures, transactions and financing arrangements
  5. Liaison with revenue authorities, including rulings, reviews, audits and dispute resolution
  6. Submissions and tax advocacy services with government authorities and regulators
  7. Superannuation tax advisory
  8. Tax governance design, testing, reviews and audits
  9. Tax training, learning and development support
  10. Tax lodgements, including returns, activity statements, FIRB tax reports and other filings / lodgements
  11. Preparation / review of calculations for tax balances in financial statements
  12. Preparation / review of calculations and disclosures in trust distribution statements
  13. Employee / manager equity and carry interest structuring
  14. Employment taxes advisory
  15. Goods & Services Tax ("GST") advisory
  16. Tax information and transparency reporting
  17. Tax modelling services 
  18. Transfer pricing advisory (through existing strategic arrangements)
  19. Stamp duty advisory (through existing strategic arrangements)

We provide the above services to a diverse range of entity types, including listed companies, private companies, small businesses, managed investment trusts, private trusts, discretionary trusts (including family trusts), superannuation funds (large, medium, SMSFs and offshore), family offices / groups, investment houses, sovereign investors, government and public-private partnerships.


OmniTax Professionals has significant experience in many industries, including infrastructure, real estate, private equity, private debt, funds management, superannuation, insurance, banking, financing, services, resources, energy, and government privatisations.


Want to learn more about how we can help you to manage your taxes? Contact us today to schedule a free consultation with one of our tax experts.

Get in Touch

Our Memberships & Alliances

The Tax Institute is Australia's leading professional association and educator in tax, providing the

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OmniTax Professionals Pty Limited  

Street Address:  Level 20, 215 Adelaide St, Brisbane, QLD 4000

Postal Address:  PO Box 570, Toowong DC, QLD 4066

Email:  contact@omnitax.com.au


The comments on our website are general only and may or may not apply to your specific circumstances. You must not rely on them. If you require advice, please get in touch with our office for an initial consultation. 


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