Kathryn Bertram Special Counsel

Meet Kathryn

Kathryn is a tax lawyer specialising in state taxes (stamp duty, land tax) and tax audits and litigation (income tax, stamp duty, payroll tax and land tax).

She advises corporations on the implications of various state taxes including transfer duty, landholder duty, payroll tax and land tax as well as on all aspects of a dispute including reviews, audits, ADR and litigation.

Kathryn has managed small teams, and worked as part of larger teams on significant taxation litigation matters in the Federal Court of Australia. She has also acted for clients in proceedings in the Supreme Court of Victoria, the Victorian Civil and Administrative Tribunal and the South Australian Civil and Administrative Tribunal including appearing in ADR and instructing counsel in ADR and at hearings.

Experience

Tax audits and litigation

Major global information technology group

Acting for the Australian subsidiary of a major global information technology group in relation to an Australian Taxation Office audit of the subsidiary’s Australian operations.

Major global manufacturing group

Acting for an Australian subsidiary of a major global manufacturing group in relation to an Australian Taxation Office Large Business Audit.

Large Australian accommodation provider

Acted in valuation dispute with the Valuer-General in SACAT.

Law Institute of Victoria

In 2014, acted for the Law Institute of Victoria in relation to Supreme Court proceedings concerning the LIV’s payroll tax status.

Stamp duty

Large Australian accommodation group

Acted in the takeover of a listed trust holding significant land assets in five Australian jurisdictions in relation to stamp duty.

Major global manufacturing group

Advised on stamp duty implications of a major internal restructure, including applying for corporate reconstruction relief.

Recognition

Listed as a leading lawyer in Tax Law
Best Lawyers Australia, 2019-2020

Career & qualifications

Qualifications

  • Master of Laws, University of Melbourne
  • Bachelor of Laws (Honours), La Trobe University
  • Bachelor of Commerce, La Trobe University

Memberships

  • Member of the SRO/LIV Liaison Committee

International experience

  • Mining client: advising a large a mining company (participating in a joint venture in Timor-Leste) in relation to a dispute with the Timor-Leste government over various tax assessments.

Insights Read more insight

Response to COVID-19: Tax Measures at the Commonwealth, State and Territory levels

The Commonwealth, State and Territory governments have introduced a range of stimulus measures to assist businesses and workers during this challenging time.

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Foreign Person Surcharge Duty, Discretionary Trusts - Recent Announcements in Victoria and NSW

Foreign Persons Surcharge Duty and Discretionary Trusts have recently changed in VIC and NSW.

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Core R&D activities to be given broader construction

Last week, the Full Federal Court (per Davies, Moshinsky and Steward JJ) handed down a decision in Moreton Resources Limited v Innovation and Science Australia [2019] FCAFC 120.

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News

External publications

  • ‘Australia’ in David W.Chodikoff (ed), Transfer Pricing and Tax Avoidance (2014), 11 – Stewart Grieve, Reynah Tang, Kathryn Bertram, Bridie Andriske, Cate Smith
  • ‘GST going concern changes may result in increased stamp duty’, (2014) 12(4) Tax Planning International: Indirect Taxes 18
  • ‘Australia’ in David W.Chodikoff (ed),Taxation Litigation (2013), 1 – Stewart Grieve, Kathryn Bertram, Bridie Andriske, Shinasa Wasimi, Daniel Davids
  • ‘Confession time on tax?’, Australian Financial Review – CFO, (Sydney) 14 February 2013, online publication – Stewart Grieve, Kathryn Bertram, Cate Smith
  • ‘Land grab beware of Victoria’s new landholder duty provisions’, (2012) 86(11), Law Institute Journal 40
  • 'Diverted Profits Tax: U.K., Australian, and New Zealand Approaches', (2017), Tax Notes - Shinasa Wasimi, Jai Nario, Kathryn Bertram

Submissions

  • Submission to South Australian State Taxes Review