Renuka Somers
Consultant
Location:
Annapolis Office
Phone: 202-618-1873
Fax: 888-235-8405
Email: Contact Us
Renuka assists private clients, family offices, and their advisers resolve complex domestic and international tax, estate planning, and structuring issues. She is an experienced attorney in both the United States and Australia. She has previously worked in large Australian law firms and international accounting firms, and also headed the US-Australia Tax Desk for a US-based international tax and family office consulting firm.
Her areas of expertise include Australian and US federal and international taxes, trusts, cross-border transactions and business structuring, foreign grantor trusts and beneficiary issues, and succession and estate planning for wealthy international families.
Renuka is regularly published in the Taxation in Australia and Tax Specialist journals on tax, trusts and cross-border issues, and she has presented on these topics in Australia and in the US. Renuka also acts as a pro bono adviser to the CEO and Boards of several not-for-profit organizations.
Areas of Practice
- Tax
- Estate Planning
- Trusts
- US-Australian cross-border transactions
Bar Admissions
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New York (pending)
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Australian High Court
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Australian Federal Courts
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Victoria, Australia
Professional Associations and Memberships
- New York State Bar Association
- American Bar Association
- The Tax Institute of Australia
Published Works
- Reporting obligations for superannuation accounts
- The taxation of superannuation (Australian retirement) accounts
- Australian superannuation (retirement) accounts and the US-Australia Tax Treaty
- US consequences of an Australian Superannuation (Retirement) account
- Estate Planning for International Families
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US withholding taxes, franking credits and structuring – THE TAX SPECIALIST | VOL 24(3)
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International estate planning for US–Australia cross-border clients THE TAX SPECIALIST | VOL 23(4)
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Structuring cross-border transactions: part 1 – TAXATION IN AUSTRALIA | April 2020
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Structuring cross-border transactions: part 2 – TAXATION IN AUSTRALIA | May 2020
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ATO Crackdown on Demerger tax relief in draft determination – LEGALWISE May 2019
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A matter of trusts: Navigating family law settlements – TAXATION IN AUSTRALIA NOV 2014
Education
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University of Baltimore – Master of Laws in Taxation (Candidate)
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University of New South Wales – Master of Commerce
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Accounting
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Monash University, Australia – Bachelor of Laws
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Monash University, Australia – Bachelor of Economics
Past Employment Positions
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Head, US-Australia Tax Desk, Asena Advisors
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Special Counsel, HWL Ebsworth Lawyers, Australia
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Special Counsel, Sladen Legal, Australia
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Senior Consultant, BDO Australia
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Consultant, Deloitte Australia
