Manage your taxes

Tax impacts everything. If you get it wrong, it can cost you a fortune.

We help business owners, investors, and families manage their tax position in a way that is practical, defensible, and aligned with what you are actually trying to achieve commercially.

When we’re finished, you will understand what you need to do and why. Your positions will be documented properly. Your risk profile will be clear. You will be able to move forward with confidence.

Why planning matters

Managing your taxes is not a once-a-year exercise. Most problems start with informal decisions (and missing paperwork) that compound over time—then surface during a transaction, a restructure, a wind-up, or an ATO review.

Good tax management is about staying compliant while protecting cashflow and flexibility. It means understanding the consequences before you move money, sign a deal, transfer an asset, change your structure, or distribute trust income.

How we can help: 

We offer a range of services to help you manage your tax position, including:

Ongoing business tax obligations

Keep your day-to-day business tax obligations under control and make decisions with visibility of the downstream consequences.

GST implications of transactions

Work through GST treatment on transactions and commercial arrangements so pricing, invoicing, contracts, and compliance line up.

CGT and stamp duty on proposed transactions (including concessions)

Identify CGT and duty issues early, assess available concessions/rollovers, and structure the transaction to reduce avoidable tax and dispute risk.

Land tax advice

Advice on land tax issues, including ownership structures and transaction consequences that can materially change land tax outcomes.

Division 7A tax advice

Manage private company profit extraction, loans, and related arrangements so you avoid unexpected deemed dividends and compliance blow-ups.

International tax and structuring (including outbound structuring)

Advice on international tax and structuring, including outbound structuring, cross-border ownership, and transaction planning where Australia touches other jurisdictions.

Applying for tax rulings and informal ATO opinions

Prepare and manage applications for tax rulings and informal ATO views to reduce uncertainty on technical positions before you act.

Winding up a business and insolvency tax advice

Tax advice connected with winding up, insolvency, and distressed scenarios, including managing liabilities and the tax impact of resolution options.

Members Voluntary Liquidation tax consequences

Advice on tax consequences of an MVL, including the practical steps and sequencing needed to avoid avoidable problems.

Personal income tax advice

Advice on personal income tax obligations, minimising your obligations while ensuring full compliance. 

Deceased estates and tax obligations

Advice on tax obligations for deceased estates, including post-death compliance and transaction consequences during administration.

Tax management for family and business groups

Advice on sharing income and expenses strategically within your group to reduce tax burdens legally.

Your peace of mind

Working with us means having clarity on what you can and can’t do, what needs to be documented, and where the risk sits. You will have a plan for your current obligations and upcoming decisions, and you will not be relying on guesswork when it matters most.

 

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 principles:

  • 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.
  • Our lawyers work as a team, so 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.
  • 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.
  • 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.
  • 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.
  • We're not in this game for our egos. We're in it for a front row seat to witness your success.

We measure our success on how efficiently we have facilitated your objectives, enhanced your relationships, and reduced the level of stress for all involved.

If we sound like people you can work with, call us now and speak directly with a great lawyer.

Learn more about giving back to the community

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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...

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

Cracking Division 7A: how to access company profits without triggering a tax bomb

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​​Subdividing your land is a great way to release money for other projects as the prices of Australian real estate continue to climb. However, the tax consequences of subdivision and development are complicated. Getting the details wrong could cost you up to 100% more tax than you would otherwise be required to pay.​  

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Should I hold my family home in a trust?

It is well understood by savvy property investors that holding investment properties in a trust can offer the benefits of asset protection, estate planning and tax efficiency. The next question is whether these benefits extend to the family home. In other words, is it worth holding your family home in a trust?

Is it worth holding land in trusts in South Australia?

Put simply, once an individual has aggregate land holdings of $2.5 million, they will benefit from using discretionary trusts in their structuring strategy.

Does your Trust Deed get the best tax outcome?

The specific terms of your trust deed can mean you will either save or lose money in income taxes.  It is important your deed is up to date and gives the trustee all the powers it needs to optimise the trust’s tax position.

Do your Trust Minutes avoid the ‘tax trap’?

The main thing to remember is that trusts can only ever distribute trust law income, as it is defined in the trust deed.

Will the SA Land Tax changes affect my parents’ pension?

We previously talked about how the SA land tax changes have had significant impacts on trusts (particularly discretionary trusts) that own land. Those changes meant that trusts saw a substantial increase in their land tax bill from 1 July 2020, unless they nominated...

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