Consultant

Renuka Somers

Bar Admissions

  • New York (pending)
  • Australian High Court
  • Australian Federal Courts
  • Victoria, Australia

Background & History

Renuka assists private clients, family offices, and their advisers resolve complex tax, estate planning and structuring issues. She is an experienced Australian attorney, having worked in large Australian law firms and international accounting firms prior to relocating to the United States, where she headed the US-Australia Tax Desk for an international tax and family office consulting firm.

Her areas of expertise include Australian and US federal taxes, trusts, US-Australian cross-border transactions and business structuring, foreign grantor trusts and beneficiary issues, and succession and estate planning for wealthy families.

Renuka is regularly published in the Taxation in Australia and Tax Specialist journals on tax, trusts and cross-border issues, and she has also presented on these topics for The Tax Institute of Australia and the Leo Cussen Centre for Law. Renuka also acts as a pro bono adviser to the CEO and Boards of several not-for-profit organizations in the US and Australia.

Education

  • University of Baltimore - Master of Laws in Taxation (candidate)
  • University of New South Wales - Master of Commerce (Accounting)
  • Monash University, Australia - Bachelor of Laws
  • Monash University, Australia - Bachelor of Economics

Speaking engagements

  • Estate Planning and Cross Border Issues Seminar - Leo Cussen Centre for Law (November 2020)

Publications

  • US withholding taxes, franking credits and structuring - THE TAX SPECIALIST | VOL 24(3)
  • International estate planning for US–Australia cross-border clients THE TAX SPECIALIST | VOL 23(4)
  • Structuring cross-border transactions: part 1 - TAXATION IN AUSTRALIA | April 2020
  • Structuring cross-border transactions: part 2 - TAXATION IN AUSTRALIA | May 2020
  • ATO Crackdown on Demerger tax relief in draft determination - LEGALWISE May 2019
  • A matter of trusts: Navigating family law settlements - TAXATION IN AUSTRALIA NOV 2014

Professional Organizations & Memberships

  • Chartered Tax Adviser, The Tax Institute of Australia

Awards and Honors

Background & History

Renuka assists private clients, family offices, and their advisers resolve complex tax, estate planning and structuring issues. She is an experienced Australian attorney, having worked in large Australian law firms and international accounting firms prior to relocating to the United States, where she headed the US-Australia Tax Desk for an international tax and family office consulting firm.

Her areas of expertise include Australian and US federal taxes, trusts, US-Australian cross-border transactions and business structuring, foreign grantor trusts and beneficiary issues, and succession and estate planning for wealthy families.

Renuka is regularly published in the Taxation in Australia and Tax Specialist journals on tax, trusts and cross-border issues, and she has also presented on these topics for The Tax Institute of Australia and the Leo Cussen Centre for Law. Renuka also acts as a pro bono adviser to the CEO and Boards of several not-for-profit organizations in the US and Australia.

Education

  • University of Baltimore - Master of Laws in Taxation (candidate)
  • University of New South Wales - Master of Commerce (Accounting)
  • Monash University, Australia - Bachelor of Laws
  • Monash University, Australia - Bachelor of Economics

Speaking engagements

  • Estate Planning and Cross Border Issues Seminar - Leo Cussen Centre for Law (November 2020)

Publications

  • US withholding taxes, franking credits and structuring - THE TAX SPECIALIST | VOL 24(3)
  • International estate planning for US–Australia cross-border clients THE TAX SPECIALIST | VOL 23(4)
  • Structuring cross-border transactions: part 1 - TAXATION IN AUSTRALIA | April 2020
  • Structuring cross-border transactions: part 2 - TAXATION IN AUSTRALIA | May 2020
  • ATO Crackdown on Demerger tax relief in draft determination - LEGALWISE May 2019
  • A matter of trusts: Navigating family law settlements - TAXATION IN AUSTRALIA NOV 2014

Professional Organizations & Memberships

  • Chartered Tax Adviser, The Tax Institute of Australia

Awards and Honors

Background and History

Renuka assists private clients, family offices, and their advisers resolve complex tax, estate planning and structuring issues. She is an experienced Australian attorney, having worked in large Australian law firms and international accounting firms prior to relocating to the United States, where she headed the US-Australia Tax Desk for an international tax and family office consulting firm.

Her areas of expertise include Australian and US federal taxes, trusts, US-Australian cross-border transactions and business structuring, foreign grantor trusts and beneficiary issues, and succession and estate planning for wealthy families.

Renuka is regularly published in the Taxation in Australia and Tax Specialist journals on tax, trusts and cross-border issues, and she has also presented on these topics for The Tax Institute of Australia and the Leo Cussen Centre for Law. Renuka also acts as a pro bono adviser to the CEO and Boards of several not-for-profit organizations in the US and Australia.

Past Employment Positions

  • Head, US-Australia Tax Desk, Asena Advisors
  • Special Counsel, HWL Ebsworth Lawyers, Australia
  • Special Counsel, Sladen Legal, AustraliaSenior Consultant, BDO Australia
  • Consultant, Deloitte Australia

More videos

Education

  • University of Baltimore - Master of Laws in Taxation (candidate)
  • University of New South Wales - Master of Commerce (Accounting)
  • Monash University, Australia - Bachelor of Laws
  • Monash University, Australia - Bachelor of Economics

Professional Organizations & Memberships

  • Chartered Tax Adviser, The Tax Institute of Australia

Awards and Honors

Languages

Background and History

Renuka assists private clients, family offices, and their advisers resolve complex tax, estate planning and structuring issues. She is an experienced Australian attorney, having worked in large Australian law firms and international accounting firms prior to relocating to the United States, where she headed the US-Australia Tax Desk for an international tax and family office consulting firm.

Her areas of expertise include Australian and US federal taxes, trusts, US-Australian cross-border transactions and business structuring, foreign grantor trusts and beneficiary issues, and succession and estate planning for wealthy families.

Renuka is regularly published in the Taxation in Australia and Tax Specialist journals on tax, trusts and cross-border issues, and she has also presented on these topics for The Tax Institute of Australia and the Leo Cussen Centre for Law. Renuka also acts as a pro bono adviser to the CEO and Boards of several not-for-profit organizations in the US and Australia.

Past Employment Positions

  • Head, US-Australia Tax Desk, Asena Advisors
  • Special Counsel, HWL Ebsworth Lawyers, Australia
  • Special Counsel, Sladen Legal, AustraliaSenior Consultant, BDO Australia
  • Consultant, Deloitte Australia

More videos

Education

  • University of Baltimore - Master of Laws in Taxation (candidate)
  • University of New South Wales - Master of Commerce (Accounting)
  • Monash University, Australia - Bachelor of Laws
  • Monash University, Australia - Bachelor of Economics

Professional Organizations & Memberships

  • Chartered Tax Adviser, The Tax Institute of Australia

Awards and Honors

Languages

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