We provide strategic, technical and pragmatic solutions to help clients manage the tax risk process including guidance to avoid tax disputes and, where necessary, management of federal and state tax disputes.
We bring together our expert knowledge of tax and our expertise in dispute management to focus on everything needed to strengthen your position for early resolution or, where necessary, taking the matter through the Courts.
Our team of experienced practitioners are committed to working together to secure the best outcomes for our clients, with particular expertise in:
In addition to the reported tax cases listed below our team has been involved in a number of significant unreported matters including:
Team members have been involved in the conduct of the following reported cases, including key cases involving the Commissioner of Taxation (FCT), in the last 10 years:
09 March 2022 - Knowledge
A recent Federal Court decision has demonstrated that the Commissioner of Taxation can seek freezing orders to enforce tax debts against overseas parties.
07 March 2022 - Knowledge
When dealing with tax reviews and tax audits, it is important to adopt a proactive approach in your response to the ATO to ensure that the information requested is provided in a timely manner.
25 February 2022 - Knowledge
The ATO’s new draft taxation determination, TD 2022/D1, signals a shift away from sub-trusts as a means to comply with Division 7A of the Income Tax Assessment Act 1936. How will this impact trust distributions?
02 February 2022 - Knowledge
With the ATO’s guidance on section 100A of the Income Tax Assessment Act 1936 rumoured to be imminently released, the Federal Court’s recent decision in Guardian AIT Pty Ltd ATF Australian Investment Trust v Commissioner of Taxation  FCA 1619 is of compelling interest to tax professionals across the country.
14 December 2021 - Knowledge
Private groups need to prepare for their Next 5,000 reviews by implementing documented tax governance and reviewing key focus areas to validate positions, including Division 7A arrangements and that trusts have made valid distribution resolutions.
13 December 2021 - Knowledge
We review the current tax residency tests for individuals and discuss how a proposed new framework may change the landscape.
26 October 2021 - Knowledge
A rezoning of Victorian landholdings that takes effect on or after 1 July 2023 and results in an increase in value of more than $100,000 could expose you to a windfall gains tax of up to 50 per cent of the total uplift in value.
04 October 2021 - Knowledge
In this final article of a two-part series on settling tax disputes, we look at how best to resolve a tax matter with the Australian Taxation Office.
29 September 2021 - Knowledge
In this first article of a two-part series on settling tax disputes, we discuss the key challenges that clients face through settlement and litigation of tax disputes.
23 September 2021 - Knowledge
A recent Federal Court decision sheds light on whether the Commissioner of Taxation can issue a formal notice seeking further information in relation to claims for legal professional privilege.
08 September 2021 - Knowledge
We look at two common mistakes in R&D tax offset claims, a landmark promoter penalty against a former tax agent and accountant, and recent regulatory developments in the R&D tax incentive space.
22 December 2020 - Knowledge
The Administrative Appeals Tribunal recently overturned the Commissioner of Taxation’s decision to deny a small business access to JobKeeper and substituted a decision that the applicant is entitled to the scheme.