Phil Shepherd

Phil Shepherd

Director, Enterprise

KPMG Australia

Phil advises private groups on technical tax matters, including inbound investment and succession planning strategies for family businesses. He has over 13 years in practice, and has broad experience assisting private and small cap public groups in managing their Australian tax affairs.

Phil has advised clients across a range of industries including, property, engineering, oil & gas, technology, and food manufacturing.

As a Chartered Tax Advisor, Phil regularly presents on technical tax matters to industry groups and the Tax Institute.

Areas of expertise
Enterprise Family Owned Businesses Food Production Oil and Gas Strategy Tax Tax Services to Individuals Tax planning Technology
Education and qualifications
  • Bachelor of Commerce, University of Adelaide

  • Grad Dip Chartered Accounting, Institute of Chartered Accountants, Australia

  • Grad Dip Advanced Taxation, University of NSW (AGSM)

  • Chartered Tax Advisor, The Tax Institute

Professional involvement
  • CTA Member of The Tax Institute

  • Member of the Institute of Chartered Accountants Australia & New Zealand