Strategic tax planning before you sign, minimise tax and maximise proceeds.

 

Clear, practical tax advice for business and commercial transactions, helping you understand the tax consequences and structure deals to legally minimise tax.

Minimise tax liabilities through effective structuring. 

Avoid unexpected tax outcomes after signing.

Make informed decisions with clear tax analysis. 

Make tax-smart decisions before you commit.

You’re about to enter an important commercial transaction, and the tax implications could make or break the deal.

ADLV Law will analyse your proposed transaction, identify all relevant tax consequences, and advise on how to structure and implement the deal to lawfully minimise tax.

You’ll proceed with confidence, knowing exactly what tax is payable and that the transaction has been structured to protect your wealth.

Get tax clarity today.

Speak with our tax specialists for strategic advice on your proposed transaction. We’ll help you understand the tax implications and optimise the structure before you commit.

Don’t let tax consequences derail your deal.

The amount of tax you need to pay can have a big influence on whether you enter a transaction or not. Sometimes it can make the difference between proceeding or not proceeding. Furthermore, sometimes you can reduce the tax payable by structuring your transaction one way, versus another. You need to know this before you enter the transaction.

We will help you understand the full tax implications before you enter your proposed transaction. We will also consider if there are any options to reduce the amount of tax payable. You can then enter the transaction (or not) with the confidence that you know what to expect.

You’ve worked hard for your wealth, don’t lose it to avoidable tax

You’ve built your wealth through smart decisions and hard work. The government shouldn’t take more than their fair share when you make strategic business moves. You deserve to keep the maximum legal portion of your transaction proceeds, after all, you took the risks and made the sacrifices to get here.

You are a successful business person who has accumulated a material amount of wealth to provide for yourself and your family.

You are contemplating entering a commercial transaction that is important to you, and you want to get it right.

If you fail to consider the likely tax implications of your transaction, then you may get a nasty surprise in the form of a large and unexpected tax bill. You may also miss out on the opportunity to structure and implement your transaction in a way that effectively minimises the amount of tax payable.

 

Your transaction success depends on tax strategy.

You want to enter a transaction to achieve a commercial aim, but the amount of tax is an important factor that could even have an impact on your decision to proceed. Even if you are committed to the transaction, you want to make sure that you structure the transaction in the best way to minimise the amount of tax payable.

If you don’t take the time to understand the tax implications, then you could end up with a nasty surprise having entered a transaction that has given rise to a large unexpected tax bill. You may also have missed out on the opportunity to reduce the overall tax impost on the transaction by taking some careful planning steps in how you structure and implement the transaction. In other words, you could have missed an opportunity to reduce your tax.

Strategic tax planning that protects your wealth.

We will take the time to thoroughly understand your transaction and then provide you with our opinion on the likely tax consequences. We will also consider whether we can see any ways to structure or implement the transaction that has the effect of reducing the overall tax impost.

Our comprehensive tax advice will identify all federal and state tax implications, available concessions, and optimal structuring options to legally minimize your tax burden.

With our advice in hand you will be able to confidently proceed with your transaction (or not), taking into account the important factor of how much tax you will need to pay. You will also know that you have optimised the structure and implementation of the transaction to minimise the extent of any unnecessary tax.

 

Your tax-smart transaction roadmap.

Make tax-smart decisions before you commit.

Step 1

 

Consultation

Contact us for a confidential discussion with our tax experts. We’ll understand your transaction objectives and gather key details.

Step 2

 

Strategic advice

Receive comprehensive written advice outlining tax consequences, optimal structure recommendations, and implementation steps to minimise tax.

Step 3

 

Ongoing support

We’ll guide you through executing the tax-optimised structure and provide ongoing support.

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

We understand your challenges.

We know you just want to get on with it and not be held up by negative things like tax. We also know that you want to get it right the first time and avoid unnecessary surprises and large tax bills.

We understand the pressure of making major commercial decisions where millions could be at stake. The complexity of tax law shouldn’t stand between you and your business goals.

We appreciate that you’ve worked hard for your success and you deserve to keep as much of your transaction proceeds as legally possible.

We have been helping people like you successfully structure and restructure their transactions for over 20 years. Our tax team includes Accredited Specialists in Business Law and Taxation Law. We’ve advised on transactions ranging from small business sales to multi-million dollar corporate restructures.

We stay current with all ATO rulings and tax legislation changes to ensure our advice reflects the latest opportunities and risks.

Your transaction deserves expert tax strategy. We’ll ensure you pay only what’s legally required, not a dollar more.

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 tax advice 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...