Family groups and trusts
Where the structure includes trusts, distribution planning and the structure are advised on together.
Expertise
Tax strategy and structuring
Advice on how your business, trusts and personal affairs are structured, and what changing any part of it will cost in tax, before you commit.
Is this you?
When this advice can help.
Most clients come to us at a point of change, or when a structure that once made sense no longer fits.
- Your structure has grown one entity at a time, and nobody has looked at it as a whole.
- You are about to make a change — a sale, a new venture, a new partner — and want to know the tax cost first.
- Loans between your company, trust and family have built up over the years.
- The way profits are taxed no longer reflects how the business or the family has changed.
- A capital gain is coming and you want to understand which concessions may apply.
What we advise on
How we can help.
Each engagement is scoped to your situation. These are the areas this work usually covers.
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Structure reviews
A clear picture of how your companies, trusts and personal holdings fit together, and where they no longer suit.
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Division 7A
Managing loans and payments between private companies, trusts and shareholders.
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Restructures and rollovers
Moving assets or businesses between entities with the tax consequences understood in advance.
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Trust distributions
Distribution planning that reflects the tax position of the whole group. See Family groups and trusts.
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Entity selection
Choosing the right structure for a new business, investment or venture from the start.
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Capital gains tax
Planning for disposals, including eligibility for the small business CGT concessions.
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Tax implications of change
Modelling the tax effect of a sale, a new partner, a succession or a change in residency.
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ATO engagement
Private ruling applications, and support through ATO reviews and queries.
How an engagement works
What working together looks like.
The same four steps on every engagement, whatever the area.
How we work-
An initial conversation
A confidential discussion with Pramesh about your situation and what you want to achieve. No obligation.
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A review of your structure
We look at the entities, documents and returns involved, and identify the questions that matter.
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Written scope
You receive a clear scope before the substantive work begins.
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Implementation and review
We work with your lawyer and other advisers to put the advice in place, and review it as things change.
In practice · Restructure
A family group whose structure had grown one entity at a time
- The situation
- Seven entities accumulated over twenty years, three advisers, and no single view of the group’s tax position.
- What we did
- Mapped the group, reconciled the separate plans, and sequenced a restructure over eighteen months.
- The outcome
- One plan covering distributions, asset protection and the next generation’s involvement.
Common questions
Your questions answered.
[SAMPLE — the questions below are service-specific and must be written per service. Firm-level questions about access and how an engagement runs now live on How we work.]
What does a typical engagement in this area involve?
[SAMPLE — answer to be written per service by NGA. Not drafted here: it describes the scope and process of one service.]
How long does this usually take?
[SAMPLE — answer to be written per service by NGA. Not drafted here: it describes the scope and process of one service.]
What will you need from me to get started?
[SAMPLE — answer to be written per service by NGA. Not drafted here: it describes the scope and process of one service.]
How does this area connect with the rest of my affairs?
[SAMPLE — answer to be written per service by NGA. Not drafted here: it describes the scope and process of one service.]
Start a conversation
Discuss your tax and business structures with Pramesh.
Tell us a little about your situation. We will arrange an initial conversation — confidential, and with no obligation.
Or, directly
+61 3 9876 0383 info@ngaprivate.com.auEnquiry sent
Thank you.
We have your enquiry and Pramesh will be in touch. If it is urgent, call +61 3 9876 0383.
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