Family Tax Advice

Tax Advice

Contact the family
legal office:

We at Argyle recognise that the constantly changing tax landscape in Australia poses significant challenges to both individuals and businesses. We offer comprehensive domestic and international taxation advice in the areas of income tax, payroll tax, capital gains tax, fringe benefits tax, stamp duty, superannuation, and GST.

Our specialist advisers can assist you to make sense of the extraordinary complexity of the Australian taxation system and to structure your business and personal affairs to achieve significant tax efficiencies.

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
  • 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