Private Wealth

Greenwoods & Herbert Smith Freehills advises many of Australia’s most successful private groups and emerging entrepreneurial businesses.

We have a full service offering covering strategic domestic and international tax planning, taxation advice on major transactions, and the provision of comprehensive compliance services. We aim to maintain the highest level of client service on every engagement and work alongside our clients in an open and collaborative manner.

With the increasing ATO scrutiny of private groups and high net worth individuals, we appreciate the importance of managing ongoing relationships with the ATO. Our team regularly assists clients with ATO interactions, reviews, audits and disputes. Our clients benefit from our deep understanding of the technical tax issues as well as our industry-specific forensic and strategic insights. Our greatest successes are when we are able negotiate advantageous settlements of major issues for our clients.

Private Wealth Transactions

Private wealth matters

Greenwoods & Herbert Smith Freehills does not disclose information relating to its work on private wealth matters.

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Private Wealth Publications

06 Jul 2017  |  Riposte  |  Private Wealth

ATO targets converted UPEs

The ATO has issued a warning that it is targeting arrangements where unpaid present entitlements of unit trusts within private groups are converted to equity. The unit trust may then make payments or loans to other members of the private group.

26 May 2017  |  External Publications  |  Private Wealth

The expanding offshore client

"The Expanding Offshore Client – How Australian Tax Rules Are Taken With You and How to Manage Them" was authored by Director Cameron Blackwood and SA Chris Aboud and was presented by Cameron at The Tax Institute Private Business Tax Retreat in May 2017.

Blackwood & Aboud - The expanding offshore client - May 2017.pdf (633 kb)

06 Apr 2017  |  Riposte  |  Private Wealth

ATO takes action on assurance for Private Groups

The ATO’s focus on large privately owned and wealthy groups is in full swing with no sign of slowing down in the 2017 year.

07 Mar 2017  |  Riposte  |  Real Estate  |  Private Wealth

‘Improvements’ – pre- or post-CGT assets?

According to the ATO, any intangible capital improvements made to a pre-CGT asset may be treated as a separate CGT asset.

17 Feb 2017  |  Riposte  |  Private Wealth

Is a register of beneficial ownership of companies coming?

As part of the global tax transparency push, Australia is considering how a register of the beneficial ownership of companies might be implemented.

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Private Wealth team

Andrew White

Director

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Cameron Blackwood

Director

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Tim Kyle

Director

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Narelle McBride

Director

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