Your partner across complex tax, duty and revenue matters
Our Tax practice delivers strategic tax, duty and revenue advice to privately owned groups, high net worth individuals, family offices and operating businesses, particularly where transactions, restructures and disputes create material risk or opportunity.
We work closely with clients, boards and advisers on acquisitions, business restructures, succession planning and asset protection, while managing Federal and State revenue authority engagement across audits, clearances and disputes to achieve commercially practical outcomes.
Why choose us
Clients value our:
Our tax expertise
We advise on complex tax, duty and revenue issues at critical transaction, restructuring and dispute points, where clarity, timing and regulator engagement materially affect outcomes.
Our expertise includes:
- Tax and duty structuring for mergers, acquisitions, business sales and group restructures, including eligibility for CGT concessions and rollover relief
- State taxes (duty, land tax and payroll tax), including transaction structuring, de‑grouping, clearance applications and disputes
- Employee share and equity arrangements, including design, implementation and remediation for growing and established businesses
- Asset protection, succession and estate planning for high wealth individuals, founders and family groups
- Federal and State revenue authority engagement, including private rulings, audits, objections, settlements and dispute strategy
We regularly work with corporate, restructuring and insolvency teams where tax and duty considerations drive deal execution or recovery outcomes.
Tax and revenue disputes
We represent clients in complex tax and revenue disputes involving Federal and State revenue authorities, including audits, objections and negotiated settlements. Our focus is on early issue identification, regulator strategy and commercial resolution aligned with broader transaction or business objectives.
Significant tax matters
Successfully negotiating a commercial settlement for a ~$20m tax dispute with the Australian Taxation Office, achieving a resolution that preserved client liquidity and avoided protracted litigation.
Securing a favourable Commissioner’s discretion for a digital marketing agency to be de-grouped for payroll tax purposes, resulting in significant multi-state tax savings.
Leading the end-to-end design and implementation of employee equity plans for high-growth businesses, including navigating complex Corporations Law and tax compliance requirements.
Advising a high‑value private group on a tax‑effective restructure to optimise asset protection, succession planning and future transaction flexibility.
Providing cross-border structuring advice for a large, outsourced IT service provider, managing complex residency issues and global tax obligations.
Duty clearance advice and practical assistance on business acquisitions, reviewing the transaction pathway, identifying duty risks and concessions, and engaging with relevant State Revenue Authorities to progress duty clearance to enable the underlying transaction to proceed.
Acting for a private group in a multi‑issue State Revenue dispute involving duty and payroll tax, successfully narrowing assessments and securing a negotiated outcome without litigation.
Designing and implementing asset protection and succession structures for high net worth individuals and family groups, balancing control, tax efficiency and intergenerational risk.
Meet the team
