Bradley White

• Advising clients with respect to the income tax, GST and state tax consequences of inbound investment into Australian real property. This includes with respect to the initial structuring of the investment and ongoing tax consequences from an operational perspective.
• Restructuring the ownership of assets jointly held through unit trusts, superannuation funds and discretionary trusts to facilitate the transition of a business from the original business partners to their children. This includes preparing advice as to the optimal means of undertaking the restructure from an income tax and state perspective, as well as preparing the relevant doucmentation necessary to record and implement the arrangement.
• Assisting large corporate groups and funds restructure their organisations by introducing a new holding entity and ensuring the transfer of the relevant business assets and shares, were eligible for CGT and duty exemptions.
• Advising a large agricultural company on the complex state tax based issued that arise due to the extensive landholding, including the landholder duty consequences of share issues, buybacks and transfers, and how to best structure the transactions from a duty perspective.
• Advising listed developers on the tax issues of the acquisition, development and sale of property throughout Australia.
• Advising institutions as to the optimal method of structuring new entities to ensure thier eligibility for the relevant charitable tax concessions, and to avoid jeopardising the parent organisation’s existing concessions.
• Engaging with federal and state taxation authorities with respect to voluntary disclosures of non-compliance with various tax and duty regimes.
• Acting for mid-market businesses in relation to business sales, mergers, acquisitions and group restructures, and advising on available income tax, GST and duty rollovers and concessions.

Lawyers Weekly 30 under 30 2024
Finalist | Taxation

• The Tax Institute