WHY CHOOSE US?

Having unique perspectives, as ex-Senior Lawyers with the Australian Taxation Office (‘ATO’) with over 30 years of combined experience, Serene [link to About People]  will provide you with the inside knowledge and expertise to deal with highly complicated and serious taxation disputes. Our approach is to circumvent protracted administrative processes that often drain resources and time and get repeated continuously as cases often get escalated without resolution.

Having the inside knowledge, we are keenly aware on how to approach the right individuals within the ATO & state revenue offices, to achieve swift and effective resolution.

In most cases of tax matters, the initial planning and legal analysis are the critical points to minimise the damage. However, not many tax professionals in Australia have experience in this area especially in matters of serious non-compliance. This could lead to disastrous results having to pay a huge amount of money as a fee with lengthy time periods and enormous anxiety.

We circumvent disastrous results by taking a dual approach to the resolution of your taxation matters:

  • Firstly, we ensure that the matter is dealt with correctly from an accounting approach; dealing with your accountants to review tax calculations or helping you engage new ones that have the expertise and ability to rectify problems. Our network is extensive and we have solid relationships with affordable tax advisers and accountants. Our main focus in dealing with the accountants is to bring them on board with our legal strategy to ensure that we have a consistent front when dealing with the ATO, and state revenue offices, and that the tax calculations are appropriately vetted and reviewed. In matters of serious non-compliance our approach is to ascertain the exact shortfalls and omissions considering all your circumstances meticulously.
  • Secondly, we ensure that we have the right overall legal strategy, applying our broad knowledge of tax legislation, ATO’s Tax Determinations and Rulings and Court Cases against our knowledge of ATO processes to achieve the best outcome possible.

Our priority is to get you the best result.. We want to help you avert unnecessary expenses getting you the best outcome as early as possible in the process.

Tax Law is a highly complex and ever-changing area. However, people like you and me ultimately administer it. We are very proud of our sensible approach and we have helped provide affordable expertise to:

  1. Accountants, Financial Planners and other Lawyers to achieve realistic targets for their clients on complex tax and legal issues,
  2. High-Wealth Individuals and Businesses, with complex tax structures, to mitigate disastrous results on serious non-compliance issues and other complex tax matters and to reach reasonable settlements with the ATO,
  3. Individuals to resolve a wide variety of tax issues ranging from the simple to the complicated.
  4. Not-For-Profit to help them understand the requirements unique to them under the tax laws.

Having problems with the tax authority could be a nightmare for anyone. We understand these situations through our extensive experiences in tax matters. The ATO now eagerly targets more taxpayers in areas such as offshore income and assets that was once believed safe. However, the Advocate Me team has successfully defended our clients’ tax matters in favour of our clients’ interests by applying rigorous legal analysis and negotiation skills with the ATO.

We are regularly consulted on a wide range of taxation matters. As part of this we have:

  • Applied for private binding rulings,
  • Prepared objections to assessments,
  • Provide detailed opinions on reviews and audits,
  • Prepared detailed responses to ATO Audit Position Papers,
  • Prepared Voluntary Disclosures,
  • Successfully reached settlements, and
  • Represented clients in tax litigation including matters before the Administrative Appeals Tribunal.

 

HOW WE WILL HELP YOU?

Sometimes clients approach us because they are aware that their taxation affairs are not in order and need professional advice how best to minimise their liabilities, deal with the threat of prosecution in serious matters, or where they are to be audited by the Tax Office.

We help you resolve:

  • Tax Audits
  • Compulsory examination
  • Criminal Prosecution
  • Deemed Dividends
  • Failure to lodge tax returns
  • Falsifying Documents
  • Fictitious transactions
  • Improperly claimed deductions
  • Indemnity from Prosecution
  • Land Tax
  • Loss of Documents
  • Money Laundering
  • Negotiations with the Australian Taxation Office (ATO)
  • Offshore and Onshore Structures
  • Omitted Income
  • Overseas Loans
  • Proceeds of Crime
  • Recoveries
  • Referrals to the Commonwealth Director of Public Prosecutions
  • Search Warrants
  • Tax and other penalties
  • Tax Avoidance
  • Tax Evasion
  • Tax Fraud
  • Tax Havens
  • Tax Non-Compliance
  • Tax requests, enquiries, field audits, reviews, investigations and audits
  • Voluntary Disclosure
  • Wickenby-type matters

Sometimes clients approach us because they have done all the right things and the ATO has sought to review their affairs and raise assessments based on a narrow or conservative interpretation of the law that the taxpayer disagrees with. We have the expertise to mount successful challenges based on our comprehensive knowledge of the law, rigorous legal analysis and negotiation skills with the ATO.

We help you resolve disputes arising from:

  • Accessing your superannuation benefits
  • Adding or cancelling a business registration
  • Residency for tax purposes and Foreign Employees
  • Assessable Income and declaration of income
  • Deductions for individuals
  • Depreciation
  • Write-offs
  • BAS amendments, lodgement and payments
  • Bankruptcy
  • Tax offsets and rebates
  • Business deductions and income
  • Buying or selling property
  • Capital Gains Tax (CGT) calculations, roll-overs & concessions
  • Tax calculations
  • Capital allowances, expenses, deductions & returns
  • Tax consequences for charities and non-profit organisations
  • Grants
  • Closely held trusts
  • Commercial debt forgiveness
  • Consolidations
  • Company losses
  • Debt and equity tests
  • Deductible Gift Recipients (DGR)
  • Financial difficulty paying tax
  • Dividends
  • Division 7A of the ITAA 1936
  • Divison 293 of the ITAA 1997
  • Employment & Employment Termination Payments
  • Excise
  • Exempt Income
  • Excess Superannuation Contributions
  • Fringe Benefits Tax issues (FBT)
  • Foreign Income
  • Foreign exchange gains and losses
  • Franking credits and franking credit refunds
  • Fuel schemes
  • Goods and Services Tax (GST) calculations, concessions, credits and exemptions
  • General Interest Charge (GIC)
  • HECS or HELP debt
  • Higher education Loan Program (HELP)
  • Hobbyist
  • Independent Contractors
  • Identity fraud
  • Income tests and income you must declare
  • International tax obligations and transactions
  • Liquidation
  • Managed Investment schemes (MIS)
  • Self-managed Superannuation Funds (SMSF) & investments
  • Medicare levy
  • Pay As You Go (PAYG), withholding, requirements, instalments, summaries & reporting
  • Penalties & interest
  • Pensions
  • Personal Services Income
  • Petroleum Resource Rent Tax (PRRT)
  • Primary Producers
  • Private Health Insurance Rebate
  • Redundancy
  • Refunds, assessments and amendments
  • Research and development (R&D)
  • Retirement
  • Safe harbour provisions
  • Salary packaging
  • Selling or closing your business
  • Senior and retirees
  • Students
  • Share buy-backs
  • Small business entity concessions and deductions
  • Superannuation
  • Taxation of Financial Arrangements (TOFA)
  • Thin capitalisation
  • Transfer Pricing
  • Trusts
  • Value shifting rules for assets
  • Venture capital

Sometimes clients approach us because they are uncertain about how the law applies and they would prefer to obtain a private binding ruling to confirm the correct application of the law to their unique or particular circumstances. We help our clients achieve the best outcome under the law and advise them of specific steps that need to be taken to ensure that any strategy utilised to miminise tax complies with the ATO View. We also review binding private rulings to ensure that a client’s business satisfies the ruling and where applicable request a new ruling the where changing needs of the business is outside the scope of the original ruling.

We help you resolve issues arising from:

  • Accessing your superannuation benefits
  • Adding or cancelling a business registration
  • Residency for tax purposes and Foreign Employees
  • Assessable Income and declaration of income
  • Deductions for individuals
  • Depreciation
  • Write-offs
  • BAS amendments, lodgement and payments
  • Bankruptcy
  • Tax offsets and rebates
  • Business deductions and income
  • Buying or selling property
  • Capital Gains Tax (CGT) calculations, roll-overs & concessions
  • Tax calculations
  • Capital allowances, expenses, deductions & returns
  • Tax consequences for charities and non-profit organisations
  • Grants
  • Closely held trusts
  • Commercial debt forgiveness
  • Consolidations
  • Company losses
  • Debt and equity tests
  • Deductible Gift Recipients (DGR)
  • Financial difficulty paying tax
  • Dividends
  • Division 7A of the ITAA 1936
  • Divison 293 of the ITAA 1997
  • Employment & Employment Termination Payments
  • Excise
  • Exempt Income
  • Excess Superannuation Contributions
  • Fringe Benefits Tax issues (FBT)
  • Foreign Income
  • Foreign exchange gains and losses
  • Franking credits and franking credit refunds
  • Fuel schemes
  • Goods and Services Tax (GST) calculations, concessions, credits and exemptions
  • General Interest Charge (GIC)
  • HECS or HELP debt
  • Higher education Loan Program (HELP)
  • Hobbyist
  • Independent Contractors
  • Identity fraud
  • Income tests and income you must declare
  • International tax obligations and transactions
  • Liquidation
  • Managed Investment schemes (MIS)
  • Self-managed Superannuation Funds (SMSF) & investments
  • Medicare levy
  • Pay As You Go (PAYG), withholding, requirements, instalments, summaries & reporting
  • Penalties & interest
  • Pensions
  • Personal Services Income
  • Petroleum Resource Rent Tax (PRRT)
  • Primary Producers
  • Private Health Insurance Rebate
  • Redundancy
  • Refunds, assessments and amendments
  • Research and development (R&D)
  • Retirement
  • Safe harbour provisions
  • Salary packaging
  • Selling or closing your business
  • Senior and retirees
  • Students
  • Share buy-backs
  • Small business entity concessions and deductions
  • Superannuation
  • Taxation of Financial Arrangements (TOFA)
  • Thin capitalisation
  • Transfer Pricing
  • Trusts
  • Value shifting rules for assets
  • Venture capital