Herbert Geer’s tax team brings both specialist tax expertise and corporate and commercial experience when advising our clients. We are well known for our ability to provide timely, innovative and commercial solutions to complex tax issues, particularly in tax planning and structuring of major transactions involving income tax, stamp duty, goods and services tax and state taxes for all Australian State jurisdictions.
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In depth understanding of, and extensive involvement in the structuring and restructuring of real estate portfolios from an income tax, stamp duty, GST and commercial perspective ranging from acquisitions, leasehold interests to divestments including issues relevant to lessees such as tenants’ improvements and lease incentive.
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Extensive experience in dealing with tax issues relating to trading stock, both at wholesale and retail levels, including consignment stock and layby arrangements.
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Advising on executive and employee remuneration structures, including employee share and option schemes.
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Providing advice regarding the establishment and structuring of venture capital investments and joint ventures and planning of exit strategies, including debt, equity and hybrid (and shadow equity) investments, thin capitalisation and interest deductibility issues.
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Advising non‑resident Private Equity investors on the implications of restructuring, or exiting, Australian investments.
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Conducting transactional tax and legal due diligences and negotiation of transaction terms, including in relation to the raising of funds.
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Significant corporate and general commercial experience gained from years in advising on commercial transactions, mergers and acquisitions, fund raisings and divestments.
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Extensive experience in tax disputes, tax audits and litigation covering a wide spectrum of Federal and State tax issues, including the extent of legal professional privilege, and prosecutions arising from tax audits.
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Advising on all general matters relating to Superannuation in consultation with specialist consultants when required.