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Australia

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Bespoke tax liability solutions

 

Tax Risk insurance protects businesses against the financial impact of known tax exposures. Policies have a range of commercial uses, including M&A, corporate restructurings, and routine tax management.

DUAL’s experienced global team has expertise in tax law, accountancy, and M&A. With experts on the ground across the UK, Europe, North America, Latin America, Asia-Pacific and the Middle East, we’re confident we can achieve positive outcomes for your clients.

100+

Transactional Risk experts globally

Global

Underwriting solutions in every continent

Who we work with

 

Our market-leading coverage is designed to meet the needs of businesses around the world. We have expertise in arranging cover for a wide range of clients, including:

  • Private equity funds
  • Institutional investors
  • Financial institutions
  • Advisors
  • Corporations
  • Alternative investment managers

We're ready to tackle your client's tax exposures head-on.

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Key benefits

 

Transaction certainty

Eliminate the need for price adjustments or escrow arrangements.

Balance sheet protection

Transfer known tax exposures to A-rated insurers.

Cost certainty

Transform an open-ended tax liability into a quantifiable premium.

Clean exit

Avoid the need for fund retention structures, freeing up the transaction proceeds.

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Our risk appetite

 

Our experienced team provides cover for a broad range of tax risks, including:


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Corporate income tax risks

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Disallowed deductions

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Tax credits

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Tax losses

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Stamp duty and GST/VAT

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Indirect tax exposures

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Transfer pricing risks

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Cross-border payments

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Permanent establishment risks

Commercial real estate*

*‘Commercial’ for us is essentially anything other than single houses or apartments being purchased for owner-occupier or investment purposes. For example, we have appetite for professional property developers carrying on a commercial enterprise of developing land for medium and high-density residential purposes.

 

Australia, New Zealand Hong Kong and Singapore

In certain situations, we can also cover real estate in Japan and South Korea.

Up to $USD $150m for single transaction/asset

Capacity is provided via AXA XL's 2004 Syndicate at Lloyds.

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Why choose DUAL?

 

Flexible policy wordings

Our underwriters write bespoke wordings that are designed to respond effectively in a claim.

Imaginative approach

Talk directly to experienced tax professionals who are empowered to find creative solutions.

Exceptional claims service

DUAL's in-house claims team supports insureds every step of the way. We offer prompt engagement, clear analysis, and fair outcomes.

Global capability, local knowledge

With teams across the UK, Europe, North America, Latin America, Asia-Pacific and the Middle East, we can connect you to local experts around the world.

Underwriting requirements

 

To make the underwriting process as efficient as possible, we’ll typically ask for a:

 

  • Tax opinion or tax memo from a qualified tax adviser detailing the technical strength of the tax position.
  • Detailed breakdown of the potential loss (i.e. tax liability, interest, penalties, defence costs and gross-up).

Local underwriting contact points

Chris

Chris
Hammond

Head of Title Insurance - Asia Pacific

Jordan

Jordan
Schwarz

Head of M&A Underwriting

Candice

Candice
Gibson

Senior M&A Underwriter

Edward

Edward
Birrell

Senior Underwriter - Title Insurance

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Chris Hammond

Head of Title Insurance - Asia Pacific

Chris heads up our Title Insurance team and oversees the delivery of our Title Insurance and Fundamental Warranty Top-Up insurance solutions across the Asia Pacific region.  
 
He is a qualified solicitor with extensive experience in commercial real estate law. Following his eight years in private practice, he has brought invaluable technical expertise to his role at DUAL. After joining the London office in 2018, Chris returned to Melbourne in 2022 to focus exclusively on our expansion across the Asia Pacific region.   
 
As a leader, Chris is deeply committed to mentoring and professional development, ensuring his team is supported, knowledgeable, and empowered to excel in their roles.
 
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Jordan Schwarz

Head of M&A Underwriting

Having lived and worked in London, Singapore, and now based in Sydney, Jordan joined DUAL in 2024 to lead the M&A Insurance team. With over 10 years of experience in M&A, he has developed extensive expertise in underwriting and managing warranty and indemnity / representation and warranty transactions across the US, Europe, and APAC. 

Edward Birrell

Senior Underwriter - Title Insurance

Ed is a Senior Underwriter within our Title Insurance team and is responsible for underwriting Title Insurance and Fundamental Warranty Top-Up policies across the Asia Pacific region.

With over eight years’ experience in Title Insurance, Ed joined DUAL in 2019. Before relocating to Sydney in 2024, he spent four and a half years in DUAL’s London office, where he specialised in structuring title insurance solutions for complex corporate M&A and commercial real estate transactions across in the UK.

Now based in Australia, Ed focuses on helping expand DUAL’s Title Insurance offering across the Asia Pacific region. He is committed to building strong relationships with clients and brokers and helping them find practical and commercial solutions to help manage transactional risks.

See our full global Transaction Risk team

Visit our meet the team page to find the correct team member for your product and region, including their direct contact details for enquiries and support.

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