Tax advice on a proposed transaction

Make tax-smart decisions before you commit.

When you are about to enter a commercial transaction, the tax implications are one of the most important factors in deciding how to proceed. A poorly structured deal can result in a tax bill far larger than it needs to be – while the same transaction, structured thoughtfully, can significantly reduce what you owe. Before you sign anything, you need to know exactly what tax will apply and whether there are legitimate options to minimise it. ADLV Law provides clear, written advice on the tax consequences of your transaction and the structures available to improve the outcome.

Tax advice on a proposed transaction

ADLV Law will analyse your proposed transaction, identify all relevant tax consequences, and advise on how to structure and implement the deal to lawfully minimise tax.

What types of transactions does ADLV Law provide tax advice on?

We advise on a wide range of transactions including business sales and acquisitions, property transactions, share transfers, corporate restructures, and asset disposals. If the tax outcome could affect your decision to proceed – or how you structure the deal – we can help.

How early should I get tax advice on a proposed transaction?

As early as possible. Tax planning is most effective before you commit to a structure. Once contracts are signed, your options for changing the tax outcome are significantly reduced. Ideally, you should seek advice before heads of agreement or term sheets are finalised.

What is the difference between tax minimisation and tax avoidance?

Tax minimisation involves arranging your affairs to take advantage of the options the law provides and is entirely legitimate. Tax avoidance involves structures that achieve a tax outcome the law did not intend, which can attract the general anti-avoidance provisions. ADLV Law advises only on legitimate minimisation strategies.

Can ADLV Law represent me if the ATO challenges the tax treatment of my transaction?

Yes. We regularly act for clients in ATO disputes and objections. Our experience defending tax positions informs the comprehensive and defensible nature of the advice we provide at the front end – we structure our advice with an eye to how it would hold up if challenged.

Tax liability minimisation

No surprises after signing

Informed decision-making

Get tax clarity today.

Call us now to speak with a tax expert who can help you understand and structure your transaction.

Don't let tax consequences derail your deal.

The amount of tax payable can be one of the most significant factors in deciding whether to proceed with a transaction and how to structure it. You may be able to reduce the tax by structuring the arrangement differently, but you need to know this before you commit. Without proper tax advice upfront, you risk being caught by a large unexpected tax bill after you have already signed.

We will analyse your proposed transaction and identify all relevant tax consequences.
We will advise on how to structure and implement the transaction to minimise tax.
We will provide written tax advice specific to your situation.
We will guide you through executing the recommended structure.

When a major transaction could trigger an unexpected tax bill

You are a business person who has built significant wealth and a commercial position that matters to you. A transaction has presented itself – a sale, an acquisition, a restructure, or an investment – and the tax implications could be substantial. You want to proceed with confidence, knowing exactly what to expect from the Tax Office, and whether a better structure could reduce what you owe.

What's included in your tax advice service

Your transaction success depends on tax strategy.

You are about to enter a transaction that matters commercially, but the tax outcome is uncertain. If you proceed without advice, you could end up with a large and unexpected tax bill – one that could have been avoided or significantly reduced with different structuring. The Tax Office is not obliged to be sympathetic, and once a transaction is done, your options for adjusting the outcome are limited. Missing the opportunity to structure the transaction correctly before you sign is a mistake that cannot easily be undone.

From tax uncertainty to confident decisions

We take the time to understand your transaction fully – the commercial objectives, the parties involved, the assets, and the timing. We then provide you with clear written advice on the likely tax consequences and identify any structuring or implementation options that could reduce the overall tax burden without compromising the deal. Our advice is specific to your facts and designed to be defensible if the Tax Office ever asks questions. With our advice in hand, you can proceed with confidence, knowing exactly what tax to expect and that the structure has been optimised to protect your position.

Your tax-smart transaction roadmap.

Make tax-smart decisions before you commit.

Consultation

Contact us for a confidential discussion with our tax experts. We will understand your transaction objectives and gather key details.

Strategic advice

Receive comprehensive written advice outlining tax consequences, optimal structure recommendations, and implementation steps to minimise tax.

Ongoing support

We will guide you through executing the tax-optimised structure and provide ongoing support as the transaction progresses.

Experienced tax lawyers with 20+ years structuring transactions.

We know you just want to get the deal done – not be held up by tax. We also know that getting it right the first time, and avoiding a large unexpected bill, matters just as much as closing the transaction. Our tax lawyers hold advanced degrees in taxation law and carry the professional qualification of Chartered Tax Adviser with the Taxation Institute of Australia. We have been helping clients structure and optimise transactions for over 20 years, and we know exactly what the Tax Office looks for.

We understand you want to know the cost, before we get started.

We will map out our process, from beginning to end, so you know what the journey will look like before you get started.

We will provide you with a clear and detailed Work Proposal covering each step along the way.

Our fair fees are all-inclusive. No hidden costs for telephone calls, emails, photocopying, couriers, or coffee.

Our great lawyer guarantee

We want to be part of your team over the long term. We achieve this by adhering to these core principles:

Take the time

We listen carefully to understand what you want to achieve. Then we thoroughly explain our advice and step you through the documents. You can be sure you know the full consequences.

Share our knowledge

We will pass on as much knowledge as we can, so you can make your own informed decisions. We want to make you truly independent.

Stick to our knitting

We only do what we're good at. You can be confident that we know what we're doing and don't pass on the cost of our learning.

Work as one team

Someone will always be available to answer your questions, or point you in the right direction. You will also benefit from a range of perspectives and experience.

Fair pricing

For advice and documents, we provide a fixed or capped quote so you don't take price risk. If you're in a dispute, we map out the process and costs so you know what to expect.

It's your show

We're not in this for our egos. We're in it for a front row seat to witness your success.

Get tax clarity today.

Call us now to speak with a tax expert who can help you understand and structure your transaction.

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Tax advice on a proposed transaction

Make tax-smart decisions before you commit.