Tax Advisory & Structuring · Sydney & NSW

Tax Lawyer Sydney

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 doing the modelling and research so genuine tax advice costs a fraction of what a traditional firm charges.

  • Advice before the transaction, not after the assessment
  • Structuring, CGT, trusts, Division 7A and property
  • Fixed-fee advice so you know the cost before you start
NSW registered solicitor Free 30 minute consultation Fixed fees available

Book a free consultation

Tell us what you are planning. We respond the same business day.

Same business day response. Or call 0480 893 317.

Prefer to pick a time? See available consultation times

NSW registered solicitor Local, District, Supreme & Federal Courts Faster turnaround through AI-assisted workflow Fixed-fee options
Already in a dispute with the ATO, or been issued a notice? See our ATO disputes page

Is this you?

You probably need a tax lawyer if

Any of these apply? A thirty minute consultation costs nothing and will tell you what your legal position is. Call 0480 893 317 or request a call back.

Scope of work

What we handle

Advisory tax work for businesses, private groups and individuals across Sydney, run by a NSW registered solicitor rather than passed down to a junior.

01

Structuring and restructuring

  • Choosing between company, trust, partnership and hybrid structures
  • Holding structures, asset protection and separating risk from value
  • Small business restructure rollovers and scrip for scrip
  • Demergers, and moving assets between entities without triggering tax
02

Capital gains and business sales

  • Small business CGT concessions, and qualifying for them before you sell
  • Share sale compared with asset sale, and what each one costs you
  • Earn-outs, deferred consideration and warranty structuring
  • Pre-sale restructuring while there is still time to do it
03

Private groups, trusts and companies

  • Trust deeds, distributions, resolutions and family trust elections
  • Section 100A reimbursement agreement risk and unpaid present entitlements
  • Division 7A loans, complying loan agreements and deemed dividends
  • Employee share schemes and equity incentives
04

Property, GST and duty

  • GST on property, the margin scheme and going concern sales
  • Development structuring, subdivision and profit-making intention
  • NSW land tax, surcharge land tax and foreign person surcharges
  • Stamp duty, and the exemptions and concessions worth claiming
Book A Consultation Call 0480 893 317

Time critical

Tax advice has a use-by date

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.

Before

You sign anything

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.

30 June

Trust resolutions

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.

Lodgment day

Division 7A

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.

Long lead

Concessions and rulings

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.

Call now on 0480 893 317

Lawyer-led, AI-assisted

Why AI matters in tax planning specifically

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.

Several structures modelled, not just one

We compare the realistic options against your actual numbers, rather than defaulting to the structure that is quickest to explain.

The whole rulings landscape checked

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.

Advice you can afford to get early

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.

Where the savings come from

Typical task times, Law Flow compared with a traditional firm

Task Other firms Law Flow Saving
Contract review 4 to 6 hrs 30 to 45 mins ~80%
Legal research 10+ hrs 2 hrs ~80%
Initial drafting 2 to 3 hrs + 30 mins or less ~75%

Law Flow runs with low staff and office overheads, using AI in place of junior employees and virtual meeting spaces instead of commercial offices. The savings are passed on to you. Figures are indicative and vary with the matter.

Want that applied to your matter?

Tell us what you are dealing with and you will get a scope and a price for the next step, not an hourly estimate.

Book A Consultation

How it works

From first call to resolution

01

Free consultation

Thirty minutes with Tristan, Principal Solicitor. You explain the situation, he tells you where you stand and what the deadlines are.

02

Scope and fixed price

You get a written scope and a price for the next stage before any work starts. No open-ended retainer, no surprise invoices.

03

AI-assisted groundwork

The documents, ledgers and authorities are processed at speed, then reviewed by your solicitor. This is the stage traditional firms bill hardest.

04

Lawyer-led execution

Advice, negotiation, drafting and advocacy are done by the lawyer with carriage of your file, and you deal with him directly throughout.

Cost

What this costs

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.

Free initial consultation

Thirty minutes to understand what you are planning and tell you whether there is a real tax question to answer.

Fixed fee for advice

Structure reviews, CGT concession assessments and written advice are quoted as a fixed fee before any work begins.

Documents included in the quote

Where the advice needs documents drafted, such as a Division 7A loan agreement or trust resolutions, that is scoped and priced with it.

Tristan Burt, Principal Solicitor at Law Flow

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.

  • NSW registered solicitor
  • Local, District & Supreme Courts of NSW, and the Federal Court
  • Led one of the largest class actions in Australian legal history
  • Top-tier firm experience across Australia, Asia & Europe
  • PhD, published in leading legal journals
Book A Consultation Connect on LinkedIn

Common questions

Tax Advisory & Structuring: what clients ask first

I already have an accountant. Why would I need a tax lawyer?

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.

Is tax planning legal?

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.

Can you give me certainty before I commit to a transaction?

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.

When is the best time to talk to you?

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.

Do you work with my existing accountant?

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.

Is my financial information safe with an AI-assisted firm?

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

Get the structure right before it costs you

Thirty minutes with the solicitor who would advise you. Tell us what you are planning and you will leave the call knowing whether there is tax to manage and what it would take to manage it.

Call 0480 893 317 Request a call back

Free 30 minute consultation · No obligation

Call Now Book Consultation