HOW WE CAN HELP

Our clients value our ability to reduce complex tax issues into simple and commercially focused principles. We collaborate closely with our clients during crucial transaction phases, and our cradle-to-grave service offering adds value and insight. By harnessing learnings from all transaction stages, including disputes, we enhance the current transaction with informed strategies and solutions.

We collaborate with our Corporate Advisory, Banking + Infrastructure and Real Estate + Projects teams to provide integrated and holistic advice. We also work closely with our Disputes + Investigations team to assist clients engaged in tax-related disputes with revenue authorities and commercial disputes with an underlying tax issue.

We work seamlessly with other advisers (including other tax advisers) and foster good working relationships with opposing tax advisers to achieve outcomes that are mutually beneficial to all parties in a transaction. As an independent firm, we work closely with leading tax lawyers in the US, Europe and Asia to provide unconflicted advice in cross-border transactions.

We advise on all taxes, with a specific focus on income tax, goods and services tax, stamp duty and employment-related taxes. 

Our services

  • Advisory services on specific tax issues.
  • Second opinions and conflict advice on tax matters.
  • Tax-related disputes, from reviews and audits to objections and litigation, including assisting with an independent assessment of privilege claims.
  • Structuring of employee incentive schemes.
  • Structuring of investment and private equity funds, and contributing to fund agreements and constitutions.
  • Advice on tax aspects of employment disputes.
  • Tax agreements, including tax sharing and funding agreements, Division 7A loans and debt forgiveness agreements.
  • Tax disclosure statements for schemes, takeovers, capital and debt raisings, and dealings in shares.
  • Purchaser and vendor tax due diligences for corporate transactions, initial public offerings, and warranty and indemnity insurance policies.
  • Structuring of businesses, operations, transactions and financing from a tax perspective, including duty lodgements.
  • Assisting with the tax aspects of applications to FIRB.
  • Obtaining private and public (including class) tax rulings and corporate reconstruction relief exemptions.
  • Transaction and financing documentation from a tax perspective.
TAX EXPERIENCE
AB InBev

On the $16 billion sale of Carlton & United Breweries to Asahi Group.

DuluxGroup and Ruralco

On their respective takeovers, including obtaining class rulings for their shareholders.

Shaw & Partners

On their joint venture with Swiss private banking group, EFG.

Wesfarmers

On the disposal of its stake in Quadrant Energy.

Beach Energy

On its acquisition of Lattice Energy.

Pacific Equity Partners

On its acquisition and financing of iNova Pharmaceuticals.

A non-governmental statutory body

On the restructure of a unique business asset within the boundaries of its enabling legislation to prepare it for sale while minimising adverse price impacts.

ENGIE

On swap arrangements with Origin Energy, under which Origin supplies gas to ENGIE and ENGIE provides power to Origin.

A telecommunications infrastructure provider

On maintaining their eligibility for income tax exempt charity status.