We start with an in-depth consultation to understand your financial position, business structure, and any tax concerns. This step allows us to identify risks and opportunities while ensuring compliance with current tax regulations.
Our team examines your financial records, tax returns, and relevant documentation to assess obligations and potential liabilities. We then develop a tailored tax strategy designed to minimize risk and optimise outcomes.
Once you approve the proposed strategy, we formalize our engagement by outlining the scope of work, timelines, and fees. This step ensures transparency and gives you confidence that your tax matters are in expert hands.
We execute the agreed strategy, which may involve preparing and lodging tax returns, negotiating with the ATO, or representing you in audits and disputes. Throughout the process, we keep you informed and advocate for your best interests.
Tax obligations evolve over time. We provide ongoing advice and compliance support to help you stay ahead of legislative changes and maintain a strong financial position.
We design tax-efficient structures for individuals, investors, and businesses, balancing asset protection, cash flow, and compliance. This includes evaluating trust deeds, company constitutions, and partnership agreements to ensure they meet both legal and tax requirements. We also advise on residency status, source rules, and anti-avoidance provisions, tailoring solutions for contractors, family groups, and high-net-worth individuals.
Our team manages income tax returns, BAS/IAS, FBT, PAYG/W, and payroll obligations, streamlining documentation and deadlines. We implement detailed compliance calendars, pre-lodgement reviews, and reconciliation processes to reduce errors and support accurate reporting. Where complex positions exist, such as R&D offsets or Division 7A loans, we prepare supporting schedules and explanatory notes to minimise audit risk.
We identify exposure points such as record-keeping gaps, private use of assets, and related-party dealings, implementing corrective steps before lodgement. Voluntary disclosures are prepared where needed to mitigate penalties and demonstrate good faith. We also conduct health checks on prior years to detect emerging risks and recommend remedial actions before regulator scrutiny escalates.
We assess tax impacts of share versus asset transfers, including CGT events, cost base adjustments, and GST consequences. Our approach includes modelling after-tax proceeds, advising on earn-out clauses, and drafting tax warranties and indemnities to minimise unexpected liabilities. We also coordinate with accountants and valuers to ensure consistency between legal documentation and tax reporting.
Our team advises on tax rollovers, demergers, consolidations, and small business CGT concessions. We prepare detailed chronologies, valuation reports, and eligibility statements to evidence compliance with legislative conditions. Where timing is critical, we sequence steps to align with commercial milestones and avoid triggering anti-avoidance provisions.
We design pathways for founder retirement, intergenerational transfers, and buy-outs, balancing CGT, stamp duty, and Division 7A considerations. Our plans include shareholder agreements, trust variations, and staged transfers to preserve concessions and reduce tax leakage. We also integrate estate planning to ensure continuity and asset protection.
We advise on GST (going concern, margin scheme), revenue vs capital treatment, and land tax. Our team prepares feasibility tax models, apportionment schedules, and timing strategies for acquisitions, subdivisions, and sales. We also review development agreements and joint ventures to ensure tax obligations are clearly allocated and documented.
Guidance covers dividend, interest, trust distributions, franking mechanics, thin capitalisation, and TOFA where relevant. We align investment policies with documentation and reporting so tax positions remain defensible. Our advice includes modelling effective tax rates, managing foreign income tax offsets, and optimising franking credit utilisation.
We coordinate trust distributions, streaming, PSI rules, and Division 7A compliance. Our team drafts resolutions, prepares beneficiary statements, and reviews loan agreements to prevent breaches. We also advise on asset protection strategies and succession planning to maintain family wealth across generations.
We assess residency status, tie-breaker tests, and income sourcing, clarifying exposure to global taxation. Our advice covers outbound assignments, remote work, and dual-residency complexities, supported by practical examples and treaty interpretations. We also prepare residency declarations and supporting evidence for regulator reviews.
We map treaty relief, withholding obligations (interest, dividends, royalties), and PE risks for contractors and subsidiaries. Our team drafts intercompany agreements, transfer pricing documentation, and substance reports to support compliance and reduce audit exposure.
For expansion or investment, we design tax-informed structures with governance, cash movement protocols, and exit readiness. We coordinate local advisers, harmonise compliance calendars, and prepare flowcharts showing entity relationships and tax flows for clarity.
We respond to information requests, prepare audit-ready packs, and lodge calibrated objections. Our submissions include detailed fact summaries, legislative analysis, and supporting evidence to minimise intrusion. We also manage timelines and regulator engagement to reduce disruption to operations.
Where disputes escalate, we pursue settlements, ADR, or tribunal/court proceedings with targeted pleadings and expert reports. Our strategy prioritises proportionate cost, protective orders, and pragmatic outcomes, often leveraging mediation to avoid reputational risk.
We seek certainty through private rulings and advance guidance, preparing precise questions and supporting materials. Our team drafts explanatory statements, collates evidence, and manages regulator dialogue to secure timely and favourable outcomes.
We design benefits policies, assess FBT exposure, and calibrate payroll setups for accuracy. Our advice covers motor vehicles, entertainment, remote work allowances, and salary packaging, supported by compliance checklists and calculation templates.
We implement GST frameworks for mixed supplies, apportionment, reverse charges, and cross-border services. Our team reviews contracts, tax invoices, and accounting systems to prevent leakage and penalties. We also advise on GST grouping and attribution rules for complex structures.
We tailor GST/FBT guidance for healthcare, education, NFPs, and professional services, integrating exemptions and concession pathways. Training sessions, policy manuals, and audit preparation tools embed compliance into day-to-day operations.
Receiving a tax audit notice from the ATO can be stressful, but prompt action is critical. Review the notice carefully to understand the concerns raised by the revenue authorities. Gather relevant documents, such as financial statements and tax returns, to address any discrepancies. Seeking advice from experienced tax lawyers ensures compliance with tax law and helps you respond effectively. Missteps during an audit can lead to further issues, so professional assistance is essential.
Failing to meet your business tax obligations can result in penalties, interest charges, and audits. The ATO, as part of its tax law enforcement role, has significant powers to ensure compliance with reporting requirements like BAS, GST, and payroll tax. Engaging professional tax lawyers or tax agents can help you stay compliant and avoid unnecessary risks. Regular reviews and expert guidance are critical for managing business taxes effectively.
Disputes with the ATO regarding income tax assessments are common and often stem from audits or perceived inaccuracies. To resolve such disputes, you can lodge an objection with detailed reasons and supporting documentation. If unresolved, the matter can escalate to the Administrative Review Tribunal (ART) or the Federal Court. Engaging qualified tax lawyers with expertise in tax law can significantly improve your chances of achieving a favourable resolution.
Incorrectly classifying workers can lead to significant liabilities, including unpaid superannuation, payroll tax, and other employment taxes. This is a key focus area for revenue authorities, and errors may trigger a tax audit. Understanding tax law distinctions and seeking guidance from tax lawyers ensures proper worker classification, preventing costly penalties or disputes.
A private ruling is a binding decision from the ATO that clarifies how tax law applies to a specific situation. It is often sought for complex or unique transactions. Applying for a private ruling requires detailed documentation and knowledge of tax regulations. Our experienced tax team can assist in preparing applications, ensuring they meet ATO standards and address potential concerns from revenue authorities.
Operating across multiple states introduces obligations such as payroll tax, land tax, and other state-specific levies. These obligations vary by jurisdiction and are monitored by revenue authorities. Non-compliance may trigger penalties or a tax audit. Our tax team can provide tailored advice to help your business manage their tax obligations across different states effectively.
Hiring a tax lawyer NSW businesses and individuals trust is crucial for navigating complex tax law issues effectively. Our skilled tax lawyers in Sydney can also help optimise financial outcomes through strategic tax planning, management of audits, and resolving disputes efficiently.
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