services

Taxation & Superannuation
Advisory Services

Mendelawitz Morton has significant depth and breadth of experience in the fields of Taxation & Superannuation. We are experts at developing structures and managing transactions to maximise after tax outcomes. We also have significant experience in dealing with both federal and state tax disputes and litigation.

Tax Linked Transactions

  • Contributions of land to superannuation.
  • Superannuation borrowing transactions (including drafting security trusts).
  • Moving land and other property in and out of family and unit trusts.
  • Restructuring of trusts and partnerships into companies.
  • Corporate restructures, mergers, de-mergers, “spin offs”.
  • Share and unit buy backs.
  • Mid-market mergers and acquisitions, and management buy outs (MBOs).
  • Transaction related advice, including on CGT small business relief, duty and GST.
  • Tax related documentation including Tax Sharing Agreements and Tax Funding Agreements.

Contentious Taxation

  • Applications for private rulings.
  • Taxation appeals.
  • Provision of “Reasonably Arguable Position” advices.
  • Management of pre-litigation tax negotiations and disputes.
  • Tax litigation, including at the Administrative Appeals Tribunal, Supreme Court and Federal Court.
  • Duties disputes and appeals.
  • Payroll tax disputes and appeals.