Hall Chadwick Melbourne

David combines his experience as a business leader and a practitioner in public practice of more than 40 years in his role leading the association of independent firms that make up Hall Chadwick nationally. He also serves in a consulting capacity at Hall Chadwick Melbourne of which he was a founding director. David has had a significant impact on the firm’s service deliverables as we see them today. First and foremost, he led the Audit and Assurance, and the Accounting Services practices. Through his extensive network of local and international professional connections, David helped shaped the firm’s service offering to Asian markets most particularly in the Indian, Sri Lankan and Vietnamese business communities. David has mentored a significant number of the firm’s graduate and junior accountants to senior positions. He currently mentors a number of young accountants as they undertake their CA professional year. He has also played a prominent role in practice management, marketing and strategy. He remains the liaising Partner with the Victorian Auditor-General’s Office. David holds a Bachelor of Commerce from Melbourne University, is a Fellow of the CPA, an associate member of the Institute of Chartered Accountants Australia, a registered company auditor and a Registered Superannuation Fund Auditor. In addition David is a registered tax agent, a former foundation Peer Reviewer for CPA Australia and past member of CPA’s Quality Review Assurance Committee (QRAC). Board Positions & the Community Contributing to the community is a value of great importance to David. He is a past Chairman, President and Treasurer of the Melbourne Hebrew Congregation Incorporation; Past Treasurer and Board Member of Hadassah Australia and a past honorary auditor for the Alopecia Support Association. David currently advises C-Care, a volunteer-driven organization which seeks to improve the lives of individuals living in isolation and need. David is a past board member of Channel 31 Community Television and currently acts as liaison Director between a number of local Indigenous organizations and the firm.

Director of Taxation at Hall Chadwick since 2017 Buck Xiao (肖健) is a chartered tax advisor. Specialising in the areas of Australian and US federal tax, Victorian duty, tax advocacy, GAAR panel preparation, and test case submissions, Buck is one of the most sought after consultants for complex dispute and taxation matters. He is fluent in both English and Mandarin, allowing him to effectively service a broader range of clients within Australia, on both domestic and foreign tax advice. With a Master’s degree in Taxation and Commercial Law from Monash University, Buck was the Director of Taxation at Sothertons, prior to their merger with Hall Chadwick, where he retained his directorship role. Buck’s most significant professional achievements include appearing twice on the GAAR Panel, as a member of a team led by eminent Queen’s counsels, supporting and instructing counsels to challenge the Commissioner’s view on UPE at recent AAT case, and successfully obtaining test case funding for a Part IVA case. Moreover, his taxation advice has facilitated large deductions in preference shares under Hybrid Mismatch rule, as well as reducing an initial $40 million dollar Division 7A to nil. Buck’s specialty in US taxation also saw his expertise agreed upon and endorsed by US tax specialists abroad. Motivated to share his knowledge with other taxation accounting specialists, Buck is the leading author of two published articles in the Australian Tax Review and The Tax Specialist – “Deducting hybrid mismatch rules – fit for purpose?” with Anna Bullimore, and “The ‘matching principle’ – a coherent framework to understand Division 7A”, with Robert Lissauer. Buck is driven by his passion for solving complex business challenges with articulate taxation solutions, and continues to deliver strong, positive results for all of his clients.

Mark is a specialist in corporate finance, valuations, mergers and acquisitions advice. As well as corporate finance services, his expertise in valuations and financial analysis is often sought as an independent expert for disputes in commercial law and family law matters. In particular, shareholder oppression and compulsory acquisition matters. Mark specialises in small to medium sized businesses up to $300 million. His clients include ASX listed public companies, venture capitalists, private companies, property developers, private businesses, other accounting firms as well as leading commercial and family law firms. Mark holds a Bachelor of Commerce from the University of Melbourne, a Masters of Business Administration from RMIT and a Graduate Diploma in Applied Finance. He is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and a CA ANZ accredited Business Valuation Specialist. Professional Qualifications CA ANZ CA BV Specialist MBA Bachelor of Commerce Graduate Diploma Applied Science