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Personal Services

Taxation & Superannuation

Wallmans Lawyers provide strategic taxation and superannuation advice to suit your individual needs.

Our experience extends to high level tax structuring, the interaction of personal and business wealth, debt management, asset protection, estate planning, life and other insurance applications and superannuation including establishing and managing self managed superannuation.

We have assisted individuals Australia wide in managing and resolving issues with State and Federal Revenue authorities, having a key focus on providing practical and viable solutions. Our experience includes ATO client reviews and pre-audit management advice, advising on tax outcomes and revenue rulings, revenue disputes and litigation management. 

For clients who are preparing for retirement, we work alongside the firm's Estate Planning team ensuring that all assets, whether held locally, nationally or internationally, held personally, or in trust or via superannuation, are effectively managed to provide tax effective estate preparation.

Taxation and Superannuation Services

  • Asset and wealth protection
  • Income tax
  • Capital gains tax
  • Superannuation
  • Self managed superannuation
  • Tax disputes
  • Stamp duty
  • Trusts
  • Risk management
  • Pre audit advice 
  • Land tax

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