Stephen Holmes, CTA, is a Partner at WMS Tax and Advisory based on the Gold Coast.
Stephen has worked in the profession since 1987 and held roles with National firms and a was managing principal at an ASX listed accounting firm before joining WMS in 2006.
Stephen holds a Master’s Degree in Economics from Macquarie University (1994), a Masters of Tax from the University of NSW (2000), a Juris Doctor degree from Bond University Law School (2013), and is currently studying a Masters of Laws at the University of Melbourne with a dedicated focus on specialised tax subjects.
Stephen is a regular speaker for various tax and accounting bodies throughout Australia. He has presented at national conventions and tax summits for the Tax Institute of Australia and has been senior tax and superannuation trainer with Chartered Accountants of Australia and New Zealand (CAANZ) for over 10 years.
In 2022, Stephen was named Tax Advisor (Accountant category) of the Year by the Tax Institute of Australia as a recognition of his involvement in the tax profession.
In practice, Stephen has a particular focus on capital gains tax, taxation implications of trusts, tax consolidation and corporate tax matters. He assists clients to legitimately reduce their overall tax burden by innovative structuring and detailed planning.
Stephen provides expert technical leadership at WMS Tax & Advisory, co-hosts a technical training program for accountants at the firm. A large and growing part of his practice is consulting to accounting professionals on tax matters.