Our accomplished lawyers, cost-effective processes and proven success record offer astute advice and peace of mind to our clients in the following practice areas:
Daniel Appleby, David Anderson and Miguel Cruz head the firm’s tax advisory group. They advise private groups, high wealth individuals and family offices, as well as the funds management industry and listed companies. They provide advice on a full range of domestic and international taxation issues including tax planning, structuring commercial and financial transactions, trusts taxes, liaison with regulators, and ongoing group advice. They also focus on strategically dealing with tax reviews, Top500, Next 5000, HWI and other questionnaires, compliance reviews and inquiries, and managing disclosures and responses to the ATO. The firm’s Tax Advisory, Corporate and Financial Services, group meets weekly to discuss current tax issues.
The firm is regularly asked to advise and assist in a range of tax audits and tax litigation concerning both domestic and international transactions. The firm acts for major corporations, private groups, high wealth individuals, and family offices. Malcolm Stewart, David Anderson, Hugh Scott and Caitlin Ryan provide strategic advice in managing tax audits and inquiries, resolving ATO disputes, and conducting tax litigation. They are experienced in mediating and negotiating resolution of ATO disputes.
The number of trusts have exploded in Australia over the last ten years, especially with the extraordinary popularity of testamentary trusts. More and more property is held on trust, rather than being immediately disposed. This has resulted in a greater emphasis on the duties of trustees and the rights of beneficiaries. Daniel Appleby and David Anderson provide advice on establishing and structuring trust arrangements, including advice on tax issues relating to trusts. Peter Speed and Caitlin Ryan act on trust disputes and litigation, including complex family trusts.
The firm acts for a range of Australian and overseas-based commercial clients including fund managers, property developers, family offices and other successful businesses. Hugh Scott and Ian Murray advise on, among other things, listings, securities transactions, corporate restructuring, corporate taxation, commercial agreements and M&A.
Hugh Scott, Malcolm Stewart, Peter Speed, Ben Giles and Caitlin Ryan head the firm’s Commercial Litigation practice. The team has been involved in some of the most complex commercial cases in Australia, and high profile white collar crime and regulatory enforcement cases. They have represented clients in the Federal Court of Australia, the Supreme Court of New South Wales, the New South Wales Court of Appeal and the High Court. The firm is also regularly asked to conduct cases in the superior courts of other states.
Daniel Appleby, David Anderson and Miguel Cruz provide advice to high wealth individuals and family offices. Their expertise includes restructuring trusts and private companies, business and family succession and foundations, transferring assets, wills and managing tax, tax risks and stamp duty. The group has advised on and implemented a variety of succession plans to preserve family businesses located in Australia and overseas, and involving complex trusts, taxation, stamp duty, commercial and business succession issues.
Ben Giles, Peter Speed and Caitlin Ryan provide advice on substantial inheritance and estate disputes. They have acted on challenges to the validity of wills, substantial family provision claims and disputes concerning interference with assets by relatives.
Peter Speed provides advice on a full range of trade practices issues including Restrictive Trade Practices and Consumer Protection. He has been involved in a number of cases for corporate clients and regularly makes submissions to the ACCC.
Led by Daniel Appleby and David Anderson, the philanthropic team at Speed and Stracey Lawyers helps clients create a legacy and ensures their giving is as effective and efficient as possible. Our experience is in:
Foundations – Establishment of Private Ancillary Fund to provide structure for effective giving
Charities – Assistance in realizing philanthropic dreams and outcomes
Estate Planning – Structuring wills, trusts, business interests and other assets to meet client’s needs
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