Stephen Heath

Partner

Stephen has more than 20 years experience in providing specialist legal advice in the areas of Superannuation, Financial Services, Taxation and Commercial Advice.

He is widely recognised as one of Australia’s foremost experts on superannuation and taxation, and as such has been listed in the prestigious Best Lawyers Australia* publication which identifies the nation’s outstanding legal practitioners, as well as in Doyles Guide to leading Taxation Lawyers’. Additionally, in 2017 he was recognised as Adelaide’s Tax Lawyer of the Year*.

Stephen advises on superannuation, including public offer, corporate and self-managed superannuation funds. He provides advice to clients regarding income tax, capital gains tax, stamp duty, payroll tax, land tax and also assists with taxation disputes.

His expertise extends to advising clients in regard to trusts and business structuring, including the purchase and sale of business entities and other commercial transactions.

Stephen is active in the industry through his involvement with The Tax Institute. He is a member of the State Council (SA), the National Council and is Deputy Chair of the National Education Committee. Stephen has been a director of Tidswell Financial Services Limited for over ten years.

*Source: Best Lawyers Australia list (practice areas: Tax, Superannuation), published by Woodward/White.

Memberships / associations

• The Tax Institute (Director, National Councillor, SA State Councillor and Deputy Chair of the National Education Committee)
• SMSF Professionals' Association of Australia
• The Law Society of South Australia
• Tidswell Financial Services Limited (Director)

• Telephone (08) 8235 3043
• Email stephen.heath@wallmans.com.au
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