Your taxes: manage tax risk with confidence 

Tax affects almost every decision you make in business and investing; how you structure income, hold assets, move money between entities, and plan for succession. If you get it wrong, the consequences are usually expensive: amended assessments, penalties, interest, cashflow pressure, and personal exposure.

ADLV Law helps business owners and investors get clarity on what they can and can’t do, make defensible decisions, and stay in control. We advise on structuring and planning, and we step in quickly when the ATO is asking questions.

 

Manage your taxes with confidence

Good tax outcomes rarely come from one-off advice. They come from having the right structure, the right documents, and a plan that matches how you actually operate. We focus on practical, commercially realistic advice that reduces risk without slowing you down.

 

Our key services to support your taxes

We offer a comprehensive range of services to help you manage tax risk and opportunities, including:

Manage your taxes

It’s important to make tax decisions with confidence, because small missteps can create disproportionate cost and risk.

From day-to-day business and personal obligations to transaction and structuring advice, our services help you manage income and expenses across a group, understand GST, land tax, CGT and stamp duty outcomes (including concessions), and plan for events like winding up, insolvency, or a members voluntary liquidation. We also help you reduce uncertainty with Division 7A planning, guidance on deceased estate tax obligations, and seeking ATO rulings or informal opinions where clarity is needed.

Resolve a tax dispute, object or tax audit

It’s critical to respond quickly and strategically when the ATO starts asking questions.

From reviews, investigations and audits through to objections and disputes, our services help you protect cashflow, control exposure to penalties and interest, and present a clear, defensible position. Where required, we run administrative law action to challenge decisions or process failures, and we act urgently on Director Penalty Notices (DPNs) to manage timeframes and limit personal exposure.

Read more of our insights 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...

Understanding the Nature of Trusts – (Trust Distributions Guide Booklet Chapter 1)

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

Does this sound like you? You run a successful family-owned business through a private company. Over the years, your company has accumulated profits that could help fund personal investments or assist family members. Like many SME owners, you see no harm in accessing these profits informally. After all, it’s your business, right? 

Subdividing the family property – income or capital? 

​​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.​  

How to pay yourself from your company

If you operate your business through a company, it is vital that you understand the methods you can use to get funds into your personal name. You can’t just withdraw money from the company bank account and transfer it into your personal account.  These are the...

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...

Is your dental practice in need of a brush and floss?

We have a lot of dentist clients who have downed tools during the Level 3 restrictions. One thing they have in common is that they’re making lemonade out of lemons and getting their practices ‘shipshape’ for when the restrictions are downgraded back to Level 1 or 2. If this sounds like you, read on!

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.