Taxation

“The hardest thing in the world to understand is the income tax” – Albert Einstein

Every commercial transaction and structure has taxation implications, whether it be income tax, capital gains tax, goods and services tax, land tax or stamp duty. There are also complex tax issues one should consider when implementing their estate plan which would ultimately affect their beneficiaries. With an ever changing society, one needs to keep up to date with the changes in laws, thresholds and tax policies.

Our principal lawyer Nathan Yii is also a Chartered Tax Advisor accredited with the Tax Institute and is recognised as an expert tax lawyer in the private clients and small to medium enterprise context. Combining our expertise in estate and succession planning, structuring and tax, we work alongside clients and their advisors to advise on and assist with issues relating to:

  1. Tax-effective planning, structuring and restructuring of businesses and investments
  2. Capital Gains Tax issues including CGT rollovers, Small Business CGT Concessions and other exemptions
  3. Division 7A management
  4. Tax-effective estate planning and deceased estate administration
  5. Tax-effective structuring of family law property settlements and child support obligations including the use of child support trusts
  6. Tax-effective payments of superannuation death benefits
  7. Tax-effective resolution of estate, trusts and SMSF disputes – by agreement or Court order
  8. Private binding ruling applications and liaising with revenue authorities on behalf of taxpayers
  9. Victorian duty concessions and exemptions on transfers of real estate
  10. Victorian landholder duty issues including transfer of interests in landholder entities
  11. Land tax exemptions including primary production land and other exemption concessions
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