Chris Balalovski

Executive summary

Chris is a Partner in BDO’s Business Services team in Sydney, who specialises in the high net worth individual and superannuation advisory markets.

He has almost 40 years’ experience, and uses his skills to develop strategies for clients with complex tax, business, structuring, and personal needs and objectives. Chris focuses on providing the strategies and insights his clients need to achieve their objectives, in Australia and internationally.

Expertise

• Tax
• Superannuation
• Estate and succession planning
• Asset protection
• Philanthropy
• Structuring
• Family office services

Experience

Tax

• Structuring the affairs of individuals and their family groups to achieve tax optimisation, including income, land, and foreign taxes, CGT, GST, FBT, and stamp and transfer duty
• Managing complex, unusual, and sensitive matters with regulators such as the ATO.

Superannuation

• Providing expert evidence and opinions in litigated matters
• Optimising superannuation contributions and balances
• Structuring self-managed superannuation fund transactions, including borrowings and related party transactions.

Estate and succession planning

• Providing estate and succession plans to individuals and their family groups to achieve various objectives (including tax optimisation) in relation to both passive and active business assets
• Facilitating the execution of estate and succession plans worldwide in conjunction with legal service providers.

Asset protection

• Developing tax-efficient strategies surrounding the protection of assets from third parties
• Facilitating the execution of asset protection strategies worldwide in conjunction with legal service providers.

Philanthropy

• Structuring philanthropic activities for tax optimisation
• Establishing, operating, and overseeing philanthropic entities.

Structuring

• Developing strategies for the establishment of entities and their interrelationships to achieve various objectives, including tax optimisation
• Facilitating the execution of structuring strategies worldwide in conjunction with legal service providers.

Family office

• Establishing, operating, and overseeing family offices
• Participation on investment committees and advisory panels.

Qualifications and affiliations

• Master of Jurisprudence (Tax major)
• Bachelor of Laws
• Bachelor of Commerce
• Registered Tax Agent, Tax Practitioners Board
• Chartered Tax Adviser and Fellow, The Tax Institute
• Affiliate, CA ANZ

Professional engagements and activities

• Honorary Consul for the Republic of Macedonia in New South Wales, 2013 to current
• Chairman of the Board, Self-managed Independent Superannuation Funds Association, 2014 to 2022
• Director, Yalari Limited, March 2020 to July 2024.