Adam advises clients on a range matters including taxation disputes, Division 7A, CGT, corporate restructuring, professional firm structures, trust taxation, superannuation, the taxation of settlements and blockchain/cryptocurrency taxation.
His clients include professional firms, small-to-medium enterprises, high-net-worth individuals and family groups.
Experience
- Assisting small-to-medium enterprises, high-net-worth individuals and family groups with ATO reviews,audits, objections and disputes.
- Assisting clients that are subject to the ATO’s Top 500 and Next 5,000 programs.
- Advising on the taxation of trusts, including in respect of vesting, the preparation of minutes/resolution and sections 100A and 99B.
- Providing structuring advice to small and mid-tier professional firms.
- Providing corporate restructuring advice to small-to-medium enterprises.
- Preparation of standard and specialised Division 7A Loan Agreements, and providing advice in relation to Division 7A generally.
- Providing supernnuation advice, including in relation to strucuring and voluntary disclosures.
- Advising on the application of the small business CGT concessions.
- Advising Zebpay on the establishment of its cryptocurrency exchange in Australia.
- Advising self-managed superannuation fund trustees and members regarding structuring, related party investments, in-house assets, taxation reviews and disputes, voluntary disclosures to the ATO, non-arm’s length income (NALI) and non-arm's length expenditure (NALE) provisions.
Awards and Recognition
The Tax Institute Community Achievement Awards
Tax Trailblazer
Best Lawyers in Australia 2024
Tax Law ('Ones to Watch')
The Legal 500 Asia Pacific 2023 & 2024
Tax
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