Drawing on backgrounds of over 30 years in Taxation Law, including managing tax restructuring and dispute roles within a ‘Big 4’ firm, our Lawyers are exceptionally knowledgeable in advising property developers, superannuation trustees (Board of Trustees and SMSF individual or corporate Trustees), large employer groups and other commercial and NFP concerns considering or carrying out complex transactions or restructures.

When required, clients can also draw upon our advisory and representation services in matters involving the Australian Tax Office (ATO), the State Revenue Office (SRO) or cross-border taxation regimes in disputes, audits, private ruling or appeals.

We regularly advise on:

• Major transactions & restructuring: Advice on revenue and capital considerations, trust distributions, off-market share buybacks, and structural changes from partnerships to private companies.
• International taxation: Guidance on foreign ownership, residency determinations, cross-border investments, transfer pricing, mergers, acquisitions, and dealings with foreign tax authorities.
• Employee share schemes & incentives: Structuring and compliance advice.
• Trusts, estates & succession planning: Tax planning for personal and family wealth management.
• Tax audits & disputes: Preparation of objections, mediations, challenges to ATO rulings, and acting on potential negligence claims.
• Property-related taxation: Stamp duty, windfall gains tax, GST, property acquisitions/transfers, and build-to-rent funding structures.
• State taxes: Payroll tax audits, land tax valuation disputes, exemptions for primary producers, and challenges to state revenue rulings.