Taxation & Superannuation

By: Wallmans Lawyers  08-May-2012
Keywords: Legal Services, Lawyer, Lawyers

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.

Taxation Services

Asset and wealth protection

Capital Gains Tax

Employment taxation

Employee share schemes


Income tax

International taxation

Land tax

Mergers and Acquisitions

Stamp duty


Superannuation Services

Compliance with SIS and related legislation

Corporate Superannuation

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)

Keywords: Asset Planning, Lawyer, Lawyers, Legal Advice, Legal Services, Taxation

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