Projects per year
Personal profile
Biography
Professor Stephen Barkoczy has lectured, researched and practised widely in the areas of taxation, superannuation and venture capital investment law. In addition to his role at Monash, Stephen is involved in the regulation of the Australian Government's venture capital programs as Chair of the Innovation and Investment Committee of Industry Innovation and Science Australia. He is also a member of the International Faculty of the Institute for Austrian and International Tax Law at the Vienna University of Economics and Business, where he lectures in the Master of Laws Program in International Tax Law.
Previously, Stephen was a consultant with the law firm, Blake Dawson (now Ashurst), for over 10 years. Prior to that, he was the Australian National Tax Director of an international chartered accounting firm and worked as a solicitor in general practice. Stephen has served as Chairman of the Law Institute of Victoria's Tax and Revenue Committee and as Principal Examiner of its Tax Law Specialisation Program. He has also been involved in a number of government consultancies and reviews and held appointments on the Venture Capital Committee of Innovation Australia, the Public Advice and Guidance Panel of the Australian Taxation Office, the Advisory Panel to the Board of Taxation and the Assistant Treasurer's Rountable on Part IVA of the Income Tax Assessment Act 1936.
Stephen has been a chief investigator on various ARC Discovery and Linkage projects and is a former editor of the Journal of Australian Taxation. He is also the author/co-author of many publications, including the following books:
- Foundations of Taxation Law (1st - 15th eds)
- Australian Taxation Law (6th - 31st eds)
- Australian Tax Casebook (1st - 15th eds)
- Core Tax Legislation and Study Guide (1st - 25th eds)
- Foundations of New Zealand Taxation Law (1st - 7th eds)
- The Australian GST Guide (loose-leaf service)
- The Pooled Development Funds Handbook
- Innovation and Venture Capital Law and Policy
- Government Venture Capital Incentives - a Multi-Jurisdiction Comparative Analysis
- Incentivising Angels - A Comparative Framework of Tax Incentives for Start-Up Investors.
Stephen is the recipient of several university teaching awards, including the Vice Chancellor's Award for Teaching Excellence, the Monash Student Association's Outstanding Teaching Award for the Faculty of Law and the Dean of Law's Award for Excellence in Teaching. He is also a recipient of the national Australian Learning and Teaching Council Award for Teaching Excellence in Law. In 2008, he received the prestigious Prime Minister's Award for Australian University Teacher of the Year.
Consulting
2022- : Chair, Innovation Investment Committee of Industry Innovation and Science Australia.
2020-2022: Member, Innovation Investment Committee of Industry Innovation and Science Australia.
2016-2019: Member, Innovation Investment Committee of Innovation and Science Australia.
2016-2018: Member, Public Advice and Guidance Panel, Australian Taxation Office.
2011-2014: Member, Venture Capital Committee of Innovation Australia.
2012: Member, Expert Roundtable on Part IVA of the Income Tax Assessment Act 1936, Commonwealth Treasury.
1998-2010: Consultant, Blake Dawson.
2005-2008: Member, Melbourne Tax Discussion Group.
2002-2007: Member, Advisory Panel to the Board of Taxation.
1999-2006: Principal Examiner, Law Institute of Victoria, Tax Law Specialisation Program.
1997-2008: Member, Law Institute of Victoria, Tax and Revenue Committee.
Research interests
Taxation law
Superannuation law
Venture capital law
Investment law
Supervision interests
Available to supervise Honours, Masters and PhD students
Monash teaching commitment
LAW4704 Taxation law SEM1
LAW4671 Private Investment Law SEM1
LAW3600 and LAW5661 Global Issues in International and Comparative Taxation (Malaysia program)
LAW4322 Advanced taxation law SEM2
Expertise related to UN Sustainable Development Goals
In 2015, UN member states agreed to 17 global Sustainable Development Goals (SDGs) to end poverty, protect the planet and ensure prosperity for all. This person’s work contributes towards the following SDG(s):
Education/Academic qualification
PhD (Monash)
Award Date: 30 Jun 2002
Master of Taxation Law (Monash)
Award Date: 3 Jun 1992
Bachelor of Laws (Monash)
Award Date: 7 May 1986
Bachelor of Arts (Indonesian and Malay) (Monash)
Award Date: 23 May 1984
Research area keywords
- Taxation Law
- Superannuation Law
- Venture Capital Law
- Investment Law
Collaborations and top research areas from the last five years
Projects
- 5 Finished
-
Comparative International Taxation Law
Barkoczy, S. (Primary Chief Investigator (PCI)) & Poggioli, M. (Chief Investigator (CI))
1/01/24 → 31/12/24
Project: Research
-
Designing world-class venture capital programs to support commercialisation of Australian research during and beyond an economic crisis.
Barkoczy, S. (Primary Chief Investigator (PCI)), Davison, M. (Chief Investigator (CI)), Horrigan, B. (Chief Investigator (CI)) & Monotti, A. (Chief Investigator (CI))
Australian Research Council (ARC), Monash University
3/01/13 → 31/12/18
Project: Research
-
Tax Developments 2011 Research Slides
Barkoczy, S. (Primary Chief Investigator (PCI))
1/01/11 → 31/08/11
Project: Research
-
Research consultancy services to assist with the Board of Taxation's review of the taxation treatment of off-market share buy-backs
Barkoczy, S. (Primary Chief Investigator (PCI))
15/11/06 → 31/12/07
Project: Research
-
Venture capital (VC) and tax expenditure programs - an international comparative analysis of legal structures and benefits
Barkoczy, S. (Primary Chief Investigator (PCI)) & Glover, J. (Chief Investigator (CI))
Australian Research Council (ARC), Department of Industry, Science and Resources (Australia)
21/06/05 → 31/12/06
Project: Research
-
Foundations of Taxation Law 2024
Barkoczy, S., 2024, 15th ed. Australia: Cambridge University Press. 1098 p.Research output: Book/Report › Book › Other › peer-review
-
Foundations of New Zealand Taxation Law 2023
Barkoczy, S., Ammundsen, V., Bullot, A., Cheng, V., Cross, C., Eliffe, C., Gupta, R., Jone, M., Keating, M., Maples, A., Marr, E., Marriott, L., Saheed, R., Sawyer, A., Scott, P., Sidnam, G., Singh-Ladar, J., Treadaway, L. & Vial, P., 2023, 7th ed. New Zealand: Wolters Kluwer. 920 p.Research output: Book/Report › Book › Other
-
2022 Core Tax Legislation and Study Guide
Barkoczy, S., 2022, 25th ed. Cambridge UK: Cambridge University Press. 1588 p.Research output: Book/Report › Book › Other › peer-review
-
Foundations of New Zealand Taxation Law 2022
Barkoczy, S., Ammundsen, V., Bullot, A., Cheng, V., Cross, C., Elliffe, C., Gupta, R., Jone, M., Keating, M., Maples, A., Marr, E., Marriott, L., Saheed, R., Sawyer, A. J., Scott, P., Sidnam, G., Singh-Ladhar, J. K., Treadaway, L. & Vial, P., 2022, 6th ed. New Zealand: Wolters Kluwer. 912 p.Research output: Book/Report › Book › Other › peer-review
-
Foundations of Taxation Law 2022
Barkoczy, S., 2022, 14th ed. Cambridge UK: Cambridge University Press. 1118 p.Research output: Book/Report › Book › Other › peer-review
Activities
- 1 Editorial responsibility
-
Journal of Australian Taxation (Journal)
Barkoczy, S. (Guest editor) & Nethercott, L. (Guest editor)
1999Activity: Publication peer-review and editorial work types › Editorial responsibility