Contact Us
David Davis
Principal
Self employed legal practitioner
Fitzroy, Australia
Legal practice
Professional Summary
Chartered Tax Adviser with the Tax Institute of Australia, and practises in federal and state tax aspects of personal and business succession involving Wills, companies, trusts and superannuation as well as taxation of deceased estates and estate litigation. Cost-effective working partnerships with accountants, auditors and financial planners to achieve best results for clients.
Learn More
Languages
- English
Industry Experience
- Legal and taxation
- Legal
Interests/Hobbies
- Playing music
- Theatre
Birthday
May 9Social Media
Experience
Self employed legal practitioner
Fitzroy, Australia 3065
Fitzroy, Australia 3065
Principal
Legal practice
2008 - Present
Principal of boutique legal practice since June of 2008 comprising high net-worth clients with emphasis on federal and state taxation aspects of personal and business succession planning involving shareholdings, directorships, controllers of trusts and self-managed superannuation funds, assets transfers, asset protection and complex deceased estate administration, estate litigation, legal representation for incapacitated clients and liaising with accountants, auditors and financial planners
M+K Lawyers, Dibbs Abbott Stillman, Mills Oakley
Melbourne, Australia 3000
Melbourne, Australia 3000
Partner, Consultant
Mid-tier legal firms
1985 - 2011
Left partnership with country legal firm and became partner at M+K Lawyers, then consultant at Dibbs Abbott Stillman (now Thomsons Lawyers) in charge of Wills and Probate Departments. While running sole legal practice commenced in June 2008, engaged as consultant with Mills Oakley in charge of Wills and Probate Departments.
Education
LLB, Law 1985
Monash University
Melbourne, Victoria, Australia
Professional Certifications
Chartered Tax Adviser
2012
Active
Bar Admissions
Law Institute of Australia
Active
1985
Court Admissions
- High Court of Australia
- Supreme Court of Victoria
- County Court of Victoria
- Magistrates' Court of Victoria
- Victorian Civil and Administrative Tribunal
Associations and Societies
- Elder Abuse Prevention Association
- Elder Law Section Committee (Law Institute of Victoria) (Committee Member)
- Tax Institute of Australia
- Society for Trust & Estate Practitioners
- Melbourne Institute of Experiential & Creative Arts Therapy (Chair Ethics Committee)
- William Glasser Institute (Australia & International) (Former board member, consultant)