Mr Jim O'Donnell
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Level 17,
225 St Georges Terrace
Perth
WA
6000
Australia

Email: jod@jacmac.com.au
Telephone: +61 8 9426 6751
Website: jacmac.com.au
Practice Areas: Contentious trusts and estates, Estate planning/administration, Tax, Trust planning/administration, Wills and probate
Add to favourites
Profession:
Estate Planner / Lawyer/Solicitor/Attorney / Tax Advisor / Will Writer
Firm:
Jackson McDonald
Branch/Chapter:
STEP Western Australia
Committees:
Australia Board, Western Australia Branch Committee
Special Interest Groups:
Contentious Trusts and Estates
Biography:

Jim O'Donnell is a Special Counsel at Jackson McDonald Lawyers in Perth, Western Australia. He is a member of Jackson McDonald's commercial team and has a particular focus on private client services.

He advises and represents clients in the areas of taxation law, succession planning (personal and business), trusts, superannuation, asset protection, legal structuring, property development and the not for profit sector.

Jim’s taxation practice includes advising domestic and international clients on all issues relating to taxation. He has represented the Commissioner of Taxation in a number of Federal Court and Administrative Appeals Tribunal matters.

Jim works with clients ranging from simple personal affairs to complex high net worth families and business structures. He provides strategy advice in relation to asset protection, personal and business succession planning, business structuring and implementation, exit strategies and winding up trusts and companies.

He also assists with setting up, winding up, vesting property, reviewing and amending trust deeds for discretionary trusts, unit trusts, bare trusts, SMSFs and charitable public trusts.

Jim regularly advises and prepares transaction documentation for numerous SMSF trustees and members, provides taxation advice to trustees of deceased estates and trusts, including international issues.

Professional Associations & Memberships

  • Law Society of Western Australia
  • Chartered Tax Adviser of The Tax Institute
  • Society of Trust and Estate Practitioners (STEP)

Users are not authorised to use the Directory for any purpose other than that set out in the disclaimer.