Taxation and Superannuation
Wallmans Lawyers has one of the most experienced Taxation and Superannuation teams in South Australia, headed by Partner Stephen Heath who has over 20 years experience providing specialist tax, superannuation and corporate legal advice.
The team provides strategic advice on asset and wealth protection, business structuring and restructuring, taxation advice regarding Federal and State revenue laws. In particular, this involves extensive work in capital gains tax and stamp duty advice and planning.
The team also conducts an extensive superannuation practice, which extends from providing advice to Corporate and Public Offer superannuation funds to providing advice to individuals about their superannuation benefit design. The team has extensive experience with self-managed superannuation and the interface of that with client's general affairs and taxation planning.
The skill set extends to documenting commercial transactions, business sales and dealings in real property, commercial contracts, employment law issues and life and other insurance applications.
Taxation Services
- Asset and wealth protection
- Mergers and Acquisitions
- Trusts
- Capital Gains Tax
- GST
- Employment taxation
- Employee share schemes
- Income tax
- Land Tax
- Stamp duty
- International taxation
Superannuation Services
- Public Offer Superannuation
- Corporate Superannuation
- Self-Managed Superannuation
- Private Equity Fund Raisings
- Compliance with SIS and related legislation
- Tax and Compliance advice in relation to funding super benefits, growth phase issues and benefit design planning (super lump sums and income streams)
- Fund design and drafting of governing rules
- Disclosure documents and contractual agreements
- Superannuation member disputes
- Life and other insurance applications and disputes
