Personal income tax advice to minimise your tax legally and avoid costly mistakes.

 

We will help you navigate your personal tax obligations strategically and compliantly.

Minimise tax through legitimate strategies.

Save time with expert handling of complex tax matters. 

Build wealth faster through tax-effective structures.

Pay only the tax you legally owe – not a dollar more, not a dollar less. 

Each year you face the complexity of tax lodgement, wanting to minimise your obligations while avoiding ATO scrutiny and penalties.

ADLV Law will provide strategic tax advice, ensure accurate compliance, identify legitimate deductions, and protect you from costly errors. You can focus on growing your wealth, knowing your tax affairs are optimised and compliant, with no nasty surprises from the ATO.

 

Get your tax strategy right.

Contact our tax specialists today for a comprehensive review of your personal tax position and strategic planning session.

Stop overpaying tax or risking penalties.

You know how tax time brings anxiety about whether you’re claiming everything you’re entitled to, while worrying about triggering an audit or making a costly mistake that attracts penalties and interest?

We analyse your complete financial position, identify every legitimate deduction and tax-minimisation strategy, and ensure full compliance with current tax laws. So that you can confidently lodge your returns knowing you’ve minimised your tax while staying completely above board.

 

You’ve worked hard for your income and deserve to keep as much as legally possible.

The tax system shouldn’t punish success. While everyone should pay their fair share, you shouldn’t pay more than required simply because the rules are complex and constantly changing. The government shouldn’t benefit from your lack of specialist knowledge.

You’re successful, with multiple income streams – perhaps from business, investments, property, or professional services. You’ve built wealth through hard work and smart decisions. Each year you need to prepare and lodge your taxes, and you need to get them right. You don’t want to pay more tax than is absolutely necessary, but you also understand that paying too little brings tremendous risks.

If you get it wrong, not only will you need to pay the primary tax, but will also be hit with large penalties and interest on the unpaid money. The ATO has sophisticated data-matching systems and is increasingly aggressive in pursuing perceived non-compliance. One innocent mistake could trigger an audit that consumes months of your time and thousands in professional fees – even if you’ve done nothing intentionally wrong.

 

Complex taxes demand expert guidance. 

Your financial success has created complex tax obligations that require strategic planning and precise execution to optimise legally while avoiding costly mistakes.

Without expert tax advice, you risk:

      • Overpaying thousands in unnecessary tax;
      • Missing legitimate deductions and offsets;
      • Triggering ATO audits and investigations;
      • Incurring penalties and compound interest;
      • Losing sleep over compliance concerns; and
      • Wasting valuable time on tax complexity.

How we optimise your tax position.

We provide comprehensive tax planning that identifies every legitimate strategy to minimise your obligations while ensuring full compliance, giving you confidence and peace of mind.

We handle all aspects of your tax affairs – from strategic structuring to lodgement, deduction optimisation to ATO correspondence, ensuring you pay only what you legally owe. With your tax affairs optimised and compliant, you can focus on what you do best – growing your wealth and enjoying life, knowing that your tax position is bulletproof and efficient.

 

Your tax confidence roadmap.

Step 1

 

Tax health check

We analyse your complete financial situation, income sources, and current tax structure to identify opportunities and risks.

Step 2

 

Strategic planning

We develop a comprehensive tax strategy using legitimate structures, deductions, and timing strategies to minimise your obligations.

Step 3

 

Implementation and compliance

We execute the strategy, prepare your returns, and manage all ATO interactions, ensuring ongoing optimisation and compliance.

Take control of your tax position with confidence and clarity.

Expert tax advisors who turn complexity into clarity, and obligations into opportunities.

We understand the frustration of seeing a large portion of your hard-earned income go to tax, especially when you suspect you might be paying more than necessary. We know the anxiety that comes with tax lodgement – wondering if you’ve claimed everything correctly, worried about triggering an audit, yet not wanting to leave money on the table. We recognise that tax law is complex and constantly changing, making it nearly impossible for busy professionals to stay current while running their lives and businesses. We care about protecting your wealth and ensuring you keep more of what you’ve earned.

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, value-based pricing.

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...