Robert Campbell, CTA, on saving marriages and more

Yes, you read right. Here is a glimpse into how a tax professional does exactly that.

Robert
Campbell, CTA, and Director at McCleod, Campbell & Associates, started his
career in an undergraduate position at a small suburban accounting firm in
Parramatta, which gave him a broad introduction to many aspects of the
accounting practice.
He
then gravitated towards tax and went on to work with EY in their tax consulting
division.
“I
loved learning about the tax rules and understanding more about them, and I
would teach myself through the master tax guide,” he says.
Robert
says his biggest achievements include working in tax for 20 years and setting up
his own practice in that time.
“This
is because I set it up from scratch,” he explains.
“I
didn't buy a business or take over someone's feed-base, I set it up from  nothing.”
Interestingly,
Robert says he keeps a low profile.
“I
work strictly off referrals,” he explains.
“My
business is strictly referral driven. There's never a week that goes by that I
don't pick up something new. And that's driven by what I do for my clients and
how I look after them.
“It's
about working with clients and solving their problems, helping them through the
tax system, and helping them, even if they're non-tax issues.



“That's
where my passion lies, it's helping people.”
Robert
says he takes pride in helping his clients, in a different way to medical
professionals.
“I'll
never be able to do something incredible like saving a life, but I could help
someone save their house when they're in trouble.
“And
I have done that, and that in itself can save marriages and keep families
together. So, in my own way, I perform my role in helping people”.
Why tax education is “vital”
Robert
says he was very lucky to have an incredible teacher at EY, in Scott Treatt (now
at the ATO).
“He
was my manager when I started working in tax, and he taught me how to read
legislation, how to analyse and how to think outside the box,” he says.
“And that's where I see tax education
as being vital. It's really hard to learn yourself, you need guidance and
education to fill that void.
“The Tax Institute provides a structured
system with high-quality materials, but also high-quality presenters and
teachers.”
Robert's main subjects he is teaching at the moment is CTA2A
Advanced
and CTA3
Advisory3
at The Tax Institute.
“It’s
really where everything gets brought together,” explains Robert.
“Not
just understanding the legislative regime and the administrative regime, but
bringing it together into real-life practical scenarios, and going through
brainstorming thinking outside-the-box process to actually deliver a solution
for your client.”
No such
thing as no solution

Tax professionals are always solving
complex tax issues on a daily basis. So what is Robert’s take?
“The first thing is, there's no such
thing as 'no', in my opinion,” he says.
“The door is never shut, there's always
an option there, we just mightn't have thought of it yet.
“So working in tax is really about
delving through and thinking objectively and thinking outside the box to work
out, what can we do?”
However, he does admit that there are
limitations because there are rules in place that also need to be followed. Robert
says it might not be the most optimal solution but there's never a scenario
where there's no solution. 
“Next thing would be; never accept that
there's only ever one way to do something,” he continues.
“There's always going to be an
alternative, there's no one perfect structure.
“There are lots of different
alternatives with structuring and we have to decide which ones best in one
particular circumstance over another.”
So there you have it. Not all heroes
wear capes. Some are tax professionals helping people every day by not taking
no for an answer.

Archive

See all

Follow Us