Wallmans Lawyers has one of the most experienced Taxation and Superannuation teams in South Australia, lead by Partner Stephen Heath who has over 20 years experience providing specialist tax, superannuation and corporate legal advice.
Our team provides strategic advice on asset and wealth protection, business structuring and restructuring, and specialised taxation advice regarding the full range of Federal and State revenue laws. This includes specific expertise in Capital Gains Tax and stamp duty advice and planning.
Our leading superannuation practice provides advice to Corporate and Public Offer superannuation funds, as well as individuals concerning their superannuation benefit design. The team has extensive experience with self managed superannuation, including its integration with clients' business affairs, succession planning needs and taxation considerations.
The extensive skill set extends to documenting commercial transactions, business sales and dealings in real property, advice regarding commercial contracts, life and other insurance applications.
Asset and wealth protection
Capital Gains Tax
Employee share schemes
Mergers and Acquisitions
Compliance with SIS and related legislation
Disclosure documents and contractual agreements
Fund design and drafting of governing rules
Life and other insurance applications and disputes
Private Equity Fund raisings
Public Offer Superannuation
Self Managed Superannuation
Superannuation member disputes
Tax and Compliance advice in relation to funding super benefits, growth phase issues and benefit design planning (super lump sums and income streams)