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Mid-tier snags Deloitte exec to boost super services

A mid-tier firm has acquired the services of a former big four superannuation taxation expert, as it aims to bolster its financial service capabilities.

Appointments Jotham Lian 15 January 2018
— 1 minute read

BDO has announced the appointment of Shayne Carter as a partner in the firm’s Sydney office today.

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Mr Carter, who was previously a Deloitte principal in business tax, will join BDO’s team across the superannuation sector, including Mark Wilkinson, SMSFs, and Chris Balalovski, complex individual and corporate structures.

BDO Sydney manager partner Grant Saxon said Mr Carter’s hire would help bolster its financial service credentials through his expertise on publicly offered funds.

“Shayne’s extensive knowledge of superannuation and related products spans three decades and he can assist with the rationalisation of legacy products, which continues to have a big impact on the market,” said Mr Saxon.

“Shayne has advised publicly offered superannuation funds on issues such as the taxation treatment of superannuation funds/benefits (particularly defined benefit arrangements)/insurance (at a fund and life office level), pooled superannuation trusts and income streams.

“He has been closely involved with structuring publicly offered superannuation and related financial products.”

Mr Carter was also formerly a director at Greenwoods & Herbert Smith Freehills for 20 years and lectures on superannuation at the University of Sydney Masters of Law and Masters of Taxation course.

“I’m delighted to be joining BDO as it grows its capabilities to service publicly offered superannuation, corporate and HNWI clients in the superannuation space,” added Mr Carter.

Mid-tier snags Deloitte exec to boost super services
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Jotham Lian

Jotham Lian

Jotham Lian is the news editor of Accountants Daily, the leading source of breaking news, analysis and insight for Australian accounting professionals.

Before joining the team in 2017, Jotham wrote for a range of national mastheads including the Sydney Morning Herald, and Channel NewsAsia.

You can email Jotham at: This email address is being protected from spambots. You need JavaScript enabled to view it. 

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