Family Legal Office Services

We advise individuals and families on all aspects of their personal and business affairs where tax can affect personal wealth:

• asset protection for you and your family, for example through trusts and testamentary trusts;
  
• tax flexibility for you and your family through family trusts and testamentary trusts;
• family business and investment structures;
• business succession planning by way of shareholders agreements and buy/sell agreements, as well as agreements between all of your family members for family businesses;
• retirement planning;
• superannuation planning through specially tailored self-managed superannuation funds;
• superannuation borrowing;
• strategic advice and acting as counsel in tax litigation; and
  
• managing tax enforcement matters.

How can we help you?

You the individual taxpayer

• Tax structuring for you, your family and your business
• Business succession and retirement planning
• Dealing with the ATO on rulings, reviews, audits and litigation

You the financial planner or accountant

• Knowing how to identify tax issues for your clients
• Obtaining tax advice for your clients on uncertain issues
• Tax planning strategies for your clients

A sample of what we offer to achieve your objectives

• Tax advice on structures and technical issues.
• Division 7A compliant loan agreements ensure that a loan from a company to a shareholder (or associate of a shareholder) is not taxed as a dividend in the shareholder’s or associate’s hands.
• Sale and purchase agreements effect the change in legal ownership of anything (a business, an asset, a right) and its terms are vital to determine the tax consequences for both buyer and seller.
• Family trust deeds enable you to provide for your spouse, children or anyone else now and in the future in a tax efficient manner and in a way that complies with the current tax law and provides flexibility to accommodate potential changes in the law.
• Applications for private rulings to obtain certainty on how the ATO will apply a provision in the tax law as it relates to your circumstances.
• Assistance in dealing with the ATO on rulings, objections, reviews and audits with strategic planning and dialogue to obtain the best outcome for you.