Professional assistance securing ATO tax rulings and informal opinions to give you certainty on your tax position.

 

Get tax certainty before you act – we’ll secure your ATO ruling.

Protect yourself from unexpected tax liabilities and penalties.

Make confident business decisions with clear tax outcomes.

Sleep soundly with binding ATO approval.

Stop guessing. Get definitive answers from the ATO on your tax position.

You’re facing a significant business decision or transaction but aren’t sure of the tax consequences. The stakes are high and you can’t afford to get it wrong.

ADLV Law will prepare and lodge a comprehensive ruling application with the ATO, advocating for your preferred tax treatment and securing binding certainty on your position. With a formal ruling in hand, you can proceed confidently with your plans, knowing exactly what your tax obligations will be – no surprises, no penalties, just clarity.

Get clarity today.

Contact our experienced tax lawyers now to discuss your situation. We’ll assess whether a ruling is right for you and map out the fastest path to ATO certainty.

Don’t let tax uncertainty paralyse your business decisions.

You know how complex tax laws can turn even straightforward business decisions into minefields of uncertainty? You’re ready to move forward with an important transaction or restructure, but conflicting advice and unclear legislation have left you paralysed.

We’ll cut through the confusion by preparing a compelling case for the ATO, securing you either a binding public or private ruling, or an informal opinion that clarifies your exact tax position. No more guesswork.

Business owners shouldn’t have to become tax experts just to run their companies.

Australian businesses shouldn’t be paralysed by tax uncertainty. You’ve worked hard to build your success – you deserve to make strategic decisions without fear of inadvertent tax breaches. The tax system should provide clarity, not confusion. When the rules are unclear, you should have the right to seek certainty without risking penalties.

You’re a successful business owner or professional who takes compliance seriously. You want to do the right thing, but the tax laws affecting your situation are complex, ambiguous, or potentially open to interpretation. You’re contemplating a significant transaction – perhaps a restructure, acquisition, property development, or new business arrangement.

Your accountant has raised concerns about potential tax implications, but can’t give you a definitive answer. Different advisers have different opinions. The ATO website is vague. Without certainty, you’re stuck. Move forward and you risk penalties, interest, and ATO scrutiny. Do nothing and you miss opportunities. Every day of indecision costs you money and competitive advantage.

Tax uncertainty is expensive and dangerous.

You need to make a significant business decision but can’t get clear answers on the tax consequences. You need binding certainty from the ATO before you act. Without a ruling, you’re gambling with your financial future.

Get it wrong and you face:

      • Unexpected tax bills;
      • Penalties up to 75% of the tax shortfall;
      • Interest charges compounding daily;
      • ATO audits and investigations;
      • Personal liability for company tax debts; and
      • The cost of fighting the ATO after the fact.

How we deliver certainty.

We navigate the ATO ruling process for you, transforming confusion into clarity. Our tax lawyers know exactly how to frame your situation to maximise your chances of a favourable ruling. We prepare comprehensive, persuasive ruling applications that address all technical requirements while advocating for your preferred tax treatment. We handle all ATO correspondence and negotiations.

With your ruling secured, you move forward confidently. No more sleepless nights worrying about tax audits. No more missed opportunities due to uncertainty. Just clear, binding guidance that lets you focus on growing your business.

Your pathway to ATO confidence.

Step 1

 

Strategic assessment

We analyse your situation, identify the key tax issues, and determine the best ruling strategy (public, private, or informal opinion).

Step 2

 

Application preparation

Our tax lawyers craft a compelling submission, backed by legislation, case law, and ATO guidance, presenting your strongest case.

Step 3

 

ATO engagement

We lodge your application, manage all ATO queries, and advocate for your position until you receive your ruling.

We make the process clear and manageable, step by step. 

We understand your challenges.

We understand the frustration of being held back by tax uncertainty. You want to move forward with your plans, but the risk feels too great. We know what it’s like to receive conflicting advice that leaves you more confused than when you started. We’ve seen how paralysing it can be when every adviser hedges their bets with “it depends” and “arguably.”

We turn tax complexity into clear answers – because your business decisions shouldn’t wait for certainty.

Our Great Lawyer Guarantee

We want to be part of your team over the long term. We’ll achieve this by sticking closely to the following key principles

Take the time

We’ll listen carefully to understand what you want to achieve. Then we’ll thoroughly explain our advice and step you through the documents. You can be sure you’ll know the full consequences.

Work as a team

Someone will always be available to answer your questions, or point you in the right direction. You will also benefit from a range of perspectives and experience.

Shared knowledge

One of our key goals is to pass on as much knowledge as we can, so you can make your own informed decisions. We want to make you truly independent.

Stick to our knitting

We only do what we’re good at. You can be confident that we know what we’re doing and won’t pass on the cost of our learning.

Transparent pricing

For advice and documents, we provide a fixed or capped quote so you don’t take price risk. If you’re in a dispute, we’ll map out the process and costs so you know what to expect.

It's your show!

We’re not in this game for our egos. We’re in it for a front row seat to witness your success.

Transparent pricing for peace of mind.

We’ll provide you with a comprehensive Work Proposal detailing:  

 

      • The full scope of services;
      • Clear fixed fees for each stage of the process; 
      • Realistic timelines for implementation;
      • Our fixed fair fees mean no surprises;  
      • All consultations, document preparation, meetings, and implementation support are included in the price we quote you. 

Take the first step

Call us now to book an appointment with one of our experienced estate planning lawyers. We’ll discuss the best way to pass on your wealth, and gain peace of mind.

Want to know more? Read some of our insights at the links below.

Trust Distributions Summary – (Trust Distributions Guide Booklet Chapter 6)

Below is Chapter 6 of our ‘Trust Distributions Guide’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1: Understanding the Nature of Trusts Chapter 2: Defining and Determining Trust Law Income Chapter 3: Making Effective...

Risk Management and Common Traps – (Trust Distributions Guide Chapter 5)

Below is Chapter 5 of our ‘Trust Distributions Guide’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1: Understanding the Nature of Trusts Chapter 2: Defining and Determining Trust Law Income Chapter 3: Making Effective...

Timing, Authority and Validity of Distributions – (Trust Distributions Guide Booklet Chapter 4)

Below is Chapter 4 of our ‘Trust Distributions Guide’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1: Understanding the Nature of Trusts Chapter 2: Defining and Determining Trust Law Income Chapter 3: Making Effective...

Making Effective Distributions – (Trust Distributions Guide Booklet Chapter 3)

Below is Chapter 3 of our ‘Trust Distributions Guide’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1: Understanding the Nature of Trusts Chapter 2: Defining and Determining Trust Law Income Chapter 4: Timing, Authority and...

Defining and Determining Trust Law Income – (Trust Distributions Guide Booklet: Chapter 2)

Below is Chapter 2 of our ‘Trust Distributions Guide’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1: Understanding the Nature of Trusts Chapter 3: Making Effective Distributions Chapter 4: Timing, Authority and Validity of...