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Private Sector

Taxation & Superannuation

Wallmans Lawyers has one of the most experienced Taxation and Superannuation teams in South Australia, lead by Partner Stephen Heath who has over 20 years experience providing specialist tax, superannuation and corporate legal advice.

Our team provides strategic advice on asset and wealth protection, business structuring and restructuring, and specialised taxation advice regarding the full range of Federal and State revenue laws. This includes specific expertise in capital gains tax and stamp duty advice and planning.

Our leading Superannuation practice provides advice to corporate and public offer superannuation funds, as well as individuals concerning their superannuation benefit design. The team has extensive experience with self-managed superannuation, including its integration with clients' business affairs, succession planning needs and taxation considerations. 

The extensive skill set extends to documenting commercial transactions, business sales and dealings in real property, advice regarding commercial contracts, life insurance and other insurance applications.

Taxation Services

  • Asset and wealth protection
  • Capital gains tax
  • Employment taxation
  • Employee share schemes
  • GST
  • Income tax
  • International taxation
  • Land tax
  • Mergers and acquisitions
  • Stamp duty
  • Trusts

Superannuation Services

  • Compliance with SIS and related legislation
  • Corporate superannuation
  • Disclosure documents and contractual agreements
  • Fund design and drafting of governing rules
  • Life and other insurance applications and disputes
  • Private Equity fund raisings
  • Public offer superannuation
  • Self-managed superannuation
  • Superannuation member disputes
  • Tax and compliance advice in relation to funding super benefits, growth phase issues and benefit design planning (super lump sums and income streams)