How we work with Family Lawyers

We have considerable experience working with family lawyers to ensure tax and trust law issues are properly dealt with in property settlements. In particular:

• advising on the tax implications of property settlements, including Division 7A and capital gains tax (CGT)
• identifying historical tax and trust law issues, including invalid trust distributions
• devising strategies to deal with loans to and from companies, unpaid trust distributions (UPEs) and retained company earnings
• restructuring businesses and groups to allow the assets to split as desired
• providing expert evidence for trial

For more details on how we can assist, see our areas of expertise: