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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: