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Complex Tax Advice in Sydney

For complex tax questions, our Sydney tax lawyers and accountants give clear, defensible tax advice on offshore income, foreign assets, CGT, residency and structuring, backed by both legal and accounting expertise.

When you need a tax lawyer, not just an accountant

Where the law is uncertain, the stakes are high, or the ATO is already involved. Some questions are not about arithmetic, they are about how the law applies to your facts.

The cost of getting it wrong

An incomplete reading of the law can mean missing a critical exemption, failing to disclose a reportable asset, or triggering a large and entirely avoidable liability. In most cases, paying for tax advice early costs far less than funding a dispute later.

Tax advice before the transaction, not after

Once the arrangement is done, the options narrow sharply. The same question answered a month earlier is usually a planning decision rather than a dispute. That is why we encourage clients to get tax advice before they sign.

WHAT WE HANDLE

Areas our Sydney tax advice covers

  • Offshore income and foreign asset disclosure obligations
  • Tax residency, including entry to and exit from Australia
  • Capital gains tax on property, shares and business assets
  • Business restructuring and succession planning
  • Trust distributions and Division 7A implications
  • Expatriate and foreign national tax obligations
  • Employee share schemes and equity remuneration

Some tax matters are straightforward. Others, however, combine legal interpretation, international rules and financial analysis in a way most generalist accountants are not equipped to handle. Tax residency is a good example: the ATO applies four statutory tests, and the answer can change your tax bill substantially (ATO: your tax residency).

We put tax lawyers and tax accountants on the same matter, so the legal position and the numbers are built together rather than handed between firms. As a result, you get tax advice that is legally rigorous and practically applied. Where certainty matters, we can also apply to the ATO for a private ruling on your behalf (ATO: when to apply for a private ruling).

Our tax advice in Sydney is not limited to Sydney clients. We also advise individuals, families and businesses across Australia, as well as Australians living overseas.

OUR PROCESS

How a tax advice matter runs

The point of tax advice is to let you make the right decision at the right time, in writing you can rely on afterwards.

1. Scope the question

We work out what actually has to be decided, and what turns on it commercially, before any research starts.

2. Establish the facts

Advice is only as good as the facts behind it, so we pin down the arrangement, the entities and the timing.

3. Form the position

We work through the legislation, the case law and the ATO’s published views, and tell you where the risk genuinely sits.

You get it in writing. Where the stakes justify it, we take the position to the ATO as a private ruling so it is binding.

FAQ

Tax advice: frequently asked questions

When there is legal uncertainty, significant risk, or an ATO dispute, and when you need privilege over your advice.

If you are an Australian tax resident, generally yes, on worldwide income, with credits for foreign tax paid.

By four statutory tests: the resides test, the domicile test, the 183-day test and the Commonwealth superannuation test. Consequently, the outcome can swing a large tax difference.

Yes, through advice and, where appropriate, a private binding ruling.

Yes. Our office is in Sydney, but we give tax advice to clients across Australia and to Australians living overseas.

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WHO WE ARE

Why Australian Tax Experts?

  • Tax lawyers and accountants working together on every matter, no gaps and no handoffs
  • Acting for clients against the ATO since 2010
  • Specialist experience in international tax, offshore income and serious non compliance
  • Clients across Australia and internationally
  • Legal strategy and precise tax calculation on every matter

Facing a tax problem with the ATO can be one of the most stressful experiences in business or personal life. Whether it is an audit notice, a penalty assessment, or undeclared overseas income, the choices you make in the first days carry the most weight.

At Australian Tax Experts, our specialist tax lawyers and tax accountants work together on every matter, combining legal rigour with precise financial analysis. We do not hand your case between departments. You get both disciplines working in your interest from day one.

Since 2010 we have defended clients against the ATO across offshore income, business audits, superannuation disputes, penalty remissions and complex capital gains tax matters.

If you have a tax concern, whether small or serious, contact us for a confidential consultation. Early engagement is the single most important step you can take.

testimonials

What clients say

In their own words. Names withheld for privacy.

Extremely pleased with all aspects of my contact and service received from this team. At all times I have found them to be very professional, astoundingly prompt, reliable and honest. Most importantly I found the work conducted for me excellent, second to none.

5/5
Income tax and CGT issues with the ATO

Although my business is small, my tax affairs with the ATO were in a mess and I felt rather embarrassed. I was treated with the utmost respect, caring and attentiveness. The mess was cleared up and resolved in a much faster timeframe than I could ever have imagined possible.

5/5
Income tax issues with the ATO

The ATO was adamant that we owed a very large sum of money that we simply did not have available. When we spoke to Australian Tax Experts we immediately felt reassured. They rectified everything with the ATO and we ended up owing a lot less than what was originally being sought.

5/5
International and investment tax queries
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