Advisory and Consulting Services

What we do

Rollo & Company Pty Ltd consults and facilitates for high net worth families on all international estate and succession planning and second residence and citizenship matters. We are able to liaise with top level accounting and legal advisers in the most favourable jurisdictions.

We also have expertise in professional education, negotiation and mediation, mentoring and higher education consulting.

Fred has held roles that include early career experience with the Australian Taxation Office (where he led a group in the Double Tax Unit and established the Withholding Tax Unit in 1968). He later led the Price Waterhouse Sydney Expatriate Tax team during his early professional accounting career and held mid-career appointments as Director of Taxation for 2 of what are now the 'Big 4' international accounting firms (Ernst & Young and Deloitte). 

The majority of Fred's professional career has been spent as a Director or Principal of boutique consulting firms.

We no longer advise directly on Australian domestic taxation issues, although we do draw upon Fred's extensive experience in the Australian taxation profession to effectively liaise with solicitors and barristers regarding these matters where required. In this connection, we work collaboratively through client legal advisers in order to protect the client’s rights of legal professional privilege.

Legal liaison

Although he has never practiced as a lawyer, Fred has undertaken 18 units of legal studies and has actively engaged with leading Australian and international lawyers (including directly briefing Senior Counsel) throughout his professional career. 

He is thus eminently qualified to liaise with client legal advisers. Fred’s understanding of legal issues has been enhanced by teaching the following law courses at Australian universities since 1992: 

  • Tax Law
  • Advanced Tax Law 
  • Ethics of Tax Practice 
  • Sport & the Law 
  • Tourism Law 
  • Business Law 
  • Corporate Law
  • Taxation & Estate Planning
  • International Trade Law

Fred regularly conducted continuing professional development courses for CPA Australia, The Tax Institute and private organisations in taxation, estate planning, management and mediation between 1975 and 2010.

Fred's professional experience at the Associate/Principal/Director levels -                                                                                  

Rollo & Company (incorporated since 2012)
Director

1991–Present (Gold Coast & Sydney)

Consulting firm - Specialising in complex estate and succession planning matters. We mentor, mediate, negotiate, coach and consult with corporates, family businesses, high net worth individuals and in the higher education sector.

Deloitte Ross Tohmatsu
Director of Taxation

1987–1991 (Parramatta) International firm: Taxation, estate and business planning

International Mercantile Ltd
Managing Director

1986–1987  (London, Limmasol, Nassau) Boutique international merchant bank

Rollo & Company
Principal

1978–1987 (Gold Coast, Sydney, London, Limmasol, Nassau) Boutique firm: Taxation, estate and business planning

Arthur Young & Company
Director of Taxation

19761978 (Sydney) International firm: Taxation, estate and business planning

Charles J Berg & Partners
Tax Manager/Associate

19721976 (Sydney) Medium size firm: Taxation, estate and business planning - specialising in HINWI and family controlled SME clients.

© 2017 Rollo & Company Pty Ltd