$20 million sale, significant tax saved.
Structured a caravan park operator’s $20 million business sale to take advantage of the pre-CGT status of the shareholding, delivering substantial tax savings.
Multi-generational farm, restructured for the next generation.
Advised a farming family on restructuring their farm-land holdings, drawing on both pre-CGT status and the intergenerational transfer duty exemption.
Global manufacturer, simpler Australian structure.
Advised a global beverage-dispensing manufacturer on simplifying its Australian group structure.
Land tax exemption, won on objection.
Secured a favourable objection decision for a client claiming the primary production land tax exemption.
Developments structured across four taxes at once.
Advised a range of clients on structuring land developments to minimise income tax, CGT, GST and stamp duty obligations together, rather than one at a time.
Accounting firm corporatised, roll-overs preserved.
Documented the “corporatisation” of a mid-tier accounting firm structured through unit trusts, using CGT roll-overs to defer tax on the transition.
Employee share schemes, built to fit.
Designed and implemented tailored employee share schemes for a range of clients — including start-up, loan-funded, deferred-tax and executive equity schemes.
Surcharge exposure, headed off early.
Advised clients on mitigating the risk of surcharge land tax and duty on residential landholdings held in discretionary trusts.
Not-for-profits, end to end.
Helped a range of clients establish not-for-profit organisations and obtain ACNC registered charity status, charity tax concessions and DGR endorsement.
