Gold Coast & Brisbane Lawyers

Tax & Asset Protection

At MBA Lawyers, we are more than just taxation lawyers. We offer a breadth of expertise across our tax team and partners, with offices on the Gold Coast and in Brisbane, including accounting, financial services, tax litigation and corporate law aspects of taxation ensuring the solutions we provide you are holistic.

You are assured of always being prepared as our taxation lawyers work closely with other consultants and professional advisors to provide you concurrent advice on all aspects of transactions and issues.

Your individual needs are important and we flex to accommodate whilst balancing the complexities of constantly changing domestic and international tax regimes. Our innovative ways create novel solutions to meet your needs and empower you to thrive.

Expertise

• Representing you in dealings with the ATO, including negotiation of a reduction of penalties or interests on tax debts, private rulings or disputes with the ATO International tax for overseas expansion, investments into Australia or inheritances
• We can help you with stamp duty, payroll tax and land tax questions
• Technical capital gains questions on small business CGT concessions, capital gain rollovers and tax consolidations
• Tax planning through effective restructures
• Superannuation fund compliance and strategies
• Domestic and international corporate restructures
• Mergers and acquisitions
• Leveraged and cross border leasing and other structural finance transactions
• Cross-border transactions
• Inbound and outbound investment structures
• Business, property and major capital asset financing
• Infrastructure finance and projects
• Employee reward packaging including employee share and options plans
• Goods and services tax

Asset Protection

In today’s litigious society, more and more people are concerned about risks from potential lawsuits and as a result, asset protection planning has become a crucial component of estate planning for certain clients. Those in high risk professions—including corporate officers, athletes, actors, physicians and lawyers—as well as those generally concerned with potential claims and lawsuits resulting from divorce, ex-employees, accidents and rising health care costs require sound advice regarding the protection of their assets. With the tremendous amount of wealth that is expected to be transferred from older to younger generations in the near future, many combine a concern for protecting assets with an interest in estate planning.

MBA Lawyers provide advice on how best to protect property from future claims and minimize exposure to potential lawsuits and adverse judgments. Our team is here for you, from the initial stages of consultation to the implementation of your chosen asset protection plans.

MBA Lawyers’ asset protection tools and techniques include:

• Utilising federal and state exemption statutes Structuring domestic family and asset protection trusts, offshore trusts or foundations in selected offshore jurisdictions
• Creating family-owned limited partnerships, limited liability companies and corporations
• Preparing pre-nuptial, post-nuptial and co-habitation agreements
• Structuring retirement plans and the distribution of plan proceeds
• Utilisation of various insurance and annuity products
• Retitling of assets
• Gifting
• Utilising discretionary trusts
• Capital protected trusts and multi-generational trusts, many of which may be incorporated into overall estate planning

At MBA Lawyers, we understand that not every technique is suited for everyone, so we help you understand the particular risks and exposure that apply to your specific circumstances. We assist you in weighing the steps you can take to minimise your risks so you can develop a solid, effective asset protection plan.