Tax Advisory & Structuring · Sydney & NSW
Setting up a business, restructuring, selling an asset, or moving money out of a company? With Law Flow you get a NSW solicitor who structures the transaction properly before it happens, with AI-assisted modelling and research supporting efficient, lawyer-led tax advice.
Is this you?
Any of these apply? A free 30 minute consultation to discuss your situation, identify apparent urgent deadlines and scope the next steps. Detailed advice may require document review. Call 0480 893 317 or request a call back.
Scope of work
Advisory tax work for businesses, private groups and individuals across Sydney, run by a NSW registered solicitor rather than passed down to a junior.
Time critical
Almost every tax outcome is decided by what was in place before the transaction. Once contracts are signed or the year has closed, most of the good options are gone and only the dispute work is left.
Once a contract is exchanged the structure is largely locked in. Restructuring afterwards usually triggers the very tax you were trying to manage, if it is possible at all.
Trustee resolutions must be made before the end of the income year. A late or missing resolution can push the income back to the trustee and see it taxed at the top marginal rate.
A loan from your company has to be repaid or put on a complying loan agreement by the lodgment day for that year, or it is treated as a deemed dividend in your hands.
Small business CGT concessions turn on holding periods and tests measured over years, and a private ruling takes time. Both reward planning well ahead of a sale.
Lawyer-led, AI-assisted
Good structuring advice means modelling several options against a large and constantly moving body of legislation, rulings and case law. That work is why proper tax advice has traditionally been priced out of reach for most businesses.
We compare the realistic options against your actual numbers, rather than defaulting to the structure that is quickest to explain.
Legislation, ATO rulings, determinations and case law are cross-checked at speed, so the advice reflects the current position rather than only the well-known parts of it.
The reason businesses skip tax advice is cost. A lower cost base means you can get it before the transaction, which is the only point at which it changes the outcome.
We use AI-assisted tools to support legal research, document review and initial drafting, with the work checked by the solicitor responsible for your matter. Combined with low office overheads, this helps us work efficiently and keep costs proportionate.
The time and cost involved depend on your matter’s complexity, documents and scope. We explain the proposed work and fees upfront, with fixed-fee options where the scope allows.
Tell us what you are dealing with and we will explain the proposed work and the fees before anything starts.
Book A ConsultationHow it works
A free 30 minute consultation with Tristan, Principal Solicitor, to discuss your situation, identify apparent urgent deadlines and scope the next steps. Detailed advice may require document review.
You get a written scope and a price for the next stage before any work starts. No open-ended retainer, no surprise invoices.
The documents, ledgers and authorities are processed at speed, then reviewed by your solicitor. This is the stage traditional firms bill hardest.
Advice, negotiation, drafting and advocacy are done by the lawyer with carriage of your file, and you deal with him directly throughout.
Cost
Advisory work is quoted before it starts. You should never be deciding whether to ask your lawyer a question based on what the invoice might look like.
A free 30 minute consultation to discuss your situation, identify apparent urgent deadlines and scope the next steps. Detailed advice may require document review.
Structure reviews, CGT concession assessments and written advice are quoted as a fixed fee before any work begins.
Where the advice needs documents drafted, such as a Division 7A loan agreement or trust resolutions, that is scoped and priced with it.
Your lawyer
Tristan Burt
Principal Solicitor
Tristan is the person who listens to your situation, understands your goals and builds the strategy. He is a NSW registered solicitor with years of experience from top-tier firms across Australia, Asia and Europe, and has built Law Flow’s AI systems to amplify his judgement, not replace it. He is the ultimate decision maker on your matter.
Common questions
Your accountant should stay involved, and for most compliance work they are the right person. A lawyer adds three things: legal professional privilege over the advice, which accountants cannot offer in the same way; the ability to draft and stand behind the legal documents a structure depends on, such as trust deeds and loan agreements; and a legal opinion on the harder questions, like whether an arrangement is exposed to Part IVA or section 100A.
Yes. You are entitled to arrange your affairs so that you pay no more tax than the law requires, and structuring a transaction in a tax-effective way is ordinary commercial practice. The line is Part IVA, the general anti-avoidance rule, which applies where the dominant purpose of a scheme is obtaining a tax benefit rather than a genuine commercial outcome. Part of our job is to tell you plainly which side of that line something sits on.
Often, yes. A private ruling gives you the Commissioner position in writing and binds the ATO to it on those facts. It takes time, so it has to be started well before settlement, and it is not right for every matter. We advise on whether the certainty is worth the delay in your case.
Before anything is signed, and if you are heading toward a sale, ideally years rather than weeks ahead. Most of the small business CGT concessions depend on tests measured over long holding periods, and restructures are far cheaper before a buyer is at the table. The most expensive call is the one made after settlement.
Yes, and it usually produces the best result. We handle the legal analysis, the structuring and the documents, your accountant handles the numbers, the lodgments and the ongoing compliance. We are happy to deal with them directly so you are not relaying messages between advisers.
Yes. Law Flow uses AI through business grade services governed by terms under which client prompts, documents and outputs are not used to train or improve AI services. We add lawyer review, access controls, redaction tooling and restrictions on what can be submitted. Our approach follows the Law Society of NSW Statement on the Use of AI in Australian Legal Practice.
Next step
Thirty minutes with the solicitor who would advise you. Tell us what you are planning so we can discuss your situation and scope the next steps.
