Valuable Legal Advice
A LAW FIRM firmly focused on MAXIMISING client wealthLegal and Commercial Excellence.
Client Centric and User Friendly.
Bespoke solutions – Each client is UNIQUE
What We Do
Private Wealth
Premium legal services for private clients, ultra High Net Worths and private business groups. Taxation planning. Business & asset succession planning. Estate Planning. Risk Clinic. Philanthropy.
Taxation Law
Taxation planning and advice (Federal and State). Bespoke business structures – tailor made for each client. Transactional tax advice – acquisitions, sales, restructures. Tax disputes. SMSFs.
Finance Law
Borrowing & Lending transactions. Capital raising – debt & equity. Structured finance. Security structures & enforcement. Insolvency, restructurings & debt recovery. Asset protection advice.
Property & Real Estate
Acquisitions & Sales, Asset holding structures, Asset Protection strategies, Property finance, Development, Ownership Restructures, Leasing, Options, Planning & environment.
Private Equity
Advising buyers & sellers of private assets and businesses. LBOs and MBOs. Trade sales and other exits. Take privates. Capital raising – debt, equity & hybrids. Venture capital & pre IPO funding. IPOs.
Corporate Law
Bespoke business and asset holding structures. Capital Raising – private and public capital markets. M&A. Restructures. Shareholder Agreements. JVs. Corporate Governance.
Featured Insights
Directors’ Duties: oversight of company compliance obligations
AICD’s Practice Statement provides guidance clarity and suggested steps for directors on the standard of care required in meeting their duty of care and diligence overseeing a company’s compliance obligations.
FEDERAL COURT: EXERCISING TRUSTEE DISCRETION WAS NOT TAX AVOIDANCE
The decision represents a significant win for taxpayers and provides guidance on the operation of Australia’s anti-avoidance rules contained in Part IVA.
WHEN AND HOW MAY A CHARITY UNDERTAKE COMMERCIAL ACTIVITIES?
For a long time it was thought that there was a rigid distinction between charitable and commercial organisations so that an organisation which carried on commercial activities could not be a charity, except where the commercial activities were incidental to the charitable purposes of the organisation. (See, for example, ATO tax ruling TR 2005/21). This changed with the decision of the High Court in Commissioner of Taxation v Word Investments Limited. Based on these decisions, an organisation whose only activities are commercial activities may still qualify as a charity provided it has only charitable objects, and the commercial activities are carried on to fund those objects.
