Taxation Advisory Service
Herbert Geer's Taxation Advisory team is one of Australia's pre-eminent taxation practices. Our team operates at the forefront of its field in the provision of a complete range of taxation services to clients from a diverse range of industries and business sectors.
Our Success
A key to our successful and unique approach is the robust application of legal minds unafraid of challenging conventional wisdom to complex taxation issues. We are extremely results-focussed and our service ethic is second to none. Our clients receive rapid, innovative and commercial solutions which are based on prudent legal advice.
We have developed a reputation for being:
- unique in our collaborative approach with clients in gaining an in-depth appreciation and understanding of their businesses and in identifying and meeting their needs;
- proactive, responsive, dedicated and focussed on efficient delivery of service and solutions;
- excellent at managing the micro issues whilst planning and creating the big picture commercial approach.
Our Clients
We service a broad range of clients in all areas of the economy, for example:
- accountants and other professional advisors;
- major manufacturers and retailers; and
- construction companies, property investors and developers,
in addition to clients in the new economy, such as:
- high technology and bio-medical companies; and
- significant players in the hospitality industry.
We also advise Pooled Development Funds.
Our Services
Our services include:
- tax effective structuring and solutions (encompassing income tax, capital gains tax, goods and services tax, stamp duty and other indirect taxes) for all aspects of corporate, commercial and financing transactions;
- succession planning, including managing the change in ownership and control of clients' structures, businesses and assets from one generation to the next;
- applications for private, product and class rulings from the Australian Taxation Office;
- negotiating with and litigating against both Federal and State revenue authorities in disputes (including tax audits);
- assisting in the setting up of venture capital entities and Pooled Development Funds; and
- advising on offshore tax structuring issues and transactions
Recent Publications
- Tom May & Terence Tan, 'Recent Developments in International Taxation', International Bar Association Conference - Prague, Czech Republic (IBA, September 2005).
- Tom May & Terence Tan, 'Recent Developments in the Tax Treatment of Cross-Border Software Payments and Receipts', International Bar Association Conference - Prague, Czech Republic (IBA, September 2005).
- Tom May, Craig Boyle & Terence Tan, 'Foreign Tax Credits', Corporate Tax - International (LexisNexis Butterworths, 2006).
- Craig Boyle & Terence Tan, 'Rulings and Advice: The New Regime', Sound Education (Television Education Network, February 2006).
- Terence Tan, 'Accessing the Small Business Capital Gains Tax Concessions', My Business (Hallmark Editions, April 2006).
- Terence Tan, 'The New Share Capital Tainting Provisions', Taxation In Australia (Taxation Institute of Australia, September 2006).
- Terence Tan, 'The New Share Capital Tainting Provisions', Sound Education in Taxation, Accountants Education Channel & Corporate Education Channel (Television Education Network, October 2006).
- Sarah Nichols (co-author), 'The Control of Discretionary Trusts: Choosing and Changing The Appointor', Sound Education in Taxation & Lawyers Education Channel (Television Education Network, October 2006).
- Craig Boyle, 'Sale of an Entity', Business and Entity Sales Series (Taxation Institute of Australia, November 2006).
- Terence Tan, 'Member Profile', Taxation In Australia (Taxation Institute of Australia, April 2007).
- Tom May & Terence Tan, 'A Curb On The Commissioner’s Powers: Client Legal Privilege', Taxation In Australia (Taxation Institute of Australia, December 2008).
- Tom May & Terence Tan, '2007: A Unique Year For Taxman', Lawyers Weekly (LexisNexis, 8 February 2008).
- Tom May & Terence Tan, 'A Curb On The Commissioner’s Powers: Client Legal Privilege', Sound Education in Taxation & Accountant’s Education Channel (Television Education Network, May 2008).
Recent Presentations
- Yan Li Wang, 'Chair: Property Taxation: Strategies for Tax Efficiency', Annual Property Tax Briefing (IES Conferences, May 2005)
- Tom May, 'Presentation: Recent Developments in International Taxation', International Bar Association Conference - Prague, Czech Republic (IBA, September 2005).
- Craig Boyle, 'Audio Interview: Rulings and Advice: The New Regime', Sound Education in Taxation (Television Education Network, February 2006).
- Terence Tan, 'Lectures: Foundation Tax', Structured Tax Education Program (Taxation Institute of Australia, 2006).
- Sarah Nichols, 'Tutorials: Taxation Law', University of Melbourne Undergraduate Program (University of Melbourne, 2006).
- Yan Li Wang, 'Chair: Property Taxation: Strategies for Tax Efficiency', Annual Property Tax Briefing (IES Conferences, May 2006).
- Terence Tan, 'Audio Interview: The New Share Capital Tainting Provisions', Sound Education in Taxation (Television Education Network, September 2006).
- Terence Tan, 'Video Interview: The New Share Capital Tainting Provisions', Accountants Education Channel & Corporate Education Channel (Television Education Network, October 2006).
- Marina Papas, 'Presentation: Buy/Sell Contracts', HLB Mann Judd Practising Accountants Forum (HLB Mann Judd, October 2006).
- Sarah Nichols (co-interviewee), 'Audio Interview: The Control of Discretionary Trusts: Choosing and Changing The Appointor', Sound Education in Taxation (Television Education Network, October 2006).
- Sarah Nichols (co-interviewee), 'Video Interview: The Control of Discretionary Trusts: Choosing and Changing The Appointor', Lawyers Education Channel(Television Education Network, October 2006).
- Craig Boyle, 'Presentation: Sale of an Entity', Business and Entity Sales Series (Taxation Institute of Australia, November 2006).
- Terence Tan, ‘Focus Session: Taxation Module ', CA Program (Institute of Chartered Accountants in Australia, 2007 & 2008.
- Terence Tan, 'Audio Interview: A Curb On The Commissioner’s Powers: Client Legal Privilege', Sound Education in Taxation (Television Education Network, May 2008).
- Terence Tan, 'Video Interview:A Curb On The Commissioner’s Powers: Client Legal Privilege', Accountant’s Education Channel (Television Education Network, May 2008).
For further information, please contact (taxation law):
Partner
Leon Gorr
Contact Leon
Phone: (03) 9641 8625
Partner
Yan Li Wang
Contact Yan Li
Phone: