Taxation & Estate Planning

A vital part of your settlement involves taking care to avoid paying unnecessary additional tax. Various transfers or activities relating to companies, trusts or businesses can create tax consequences if not handled carefully as part of your settlement. We will advise you of those matters.

When the settlement has been completed or is close to finalisation, we will provide advice about how to structure your asset holdings. This will reduce tax legally and simplify the administration of your business affairs.

There are many complex issues here, which we aim to simplify for you as we work with our estate planning and structuring department who are recognised as leading experts in Australia in this area of advising.