RSM Australia

Tax planning and transaction support

A holistic approach to tax planning and transaction support

With any significant transaction involving an acquisition, disposal or merger, it's important that companies plan for and manage the tax risks to avoid unpleasant surprises. Even more so in respect of cross-border transactions where the tax risks are not limited to a single jurisdiction.

At RSM, we take a proactive approach to transaction support, starting with proper tax planning and a rigorous review of the relevant tax issues. In the end, your company wants to enhance its value from the transaction - a view that we share.

Our commercial focus together with our international network of tax professionals can provide efficient tax planning and transaction support services, from the planning stage to completion.

Our tax planning and transaction support services include:A holistic approach to tax planning and transaction support

  • transaction structuring to maximise tax efficiencies including cross-border structuring
  • pre-acquisition tax due diligence reviews to identify potential tax exposures
  • vendor tax due diligence to prepare a company or business for disposal
  • identification of tax issues to be addressed in transaction documents such as tax warranties and liaising with lawyers
  • advice on financing the transaction to manage the debt/equity mix and optimise cashflow

What to consider when tax planning for EOFY

With the end of the financial year looming, it’s time to think about your tax planning options before 30 June hits. We’ve curated a list of top things to focus on when organising your tax affairs for year-end, applicable to businesses, primary producers, trusts and individuals.

Instant asset write-off to ‘skip the line’ of legislation in the Senate

Doubt has been raised as to whether the recently announced increase to the Small Business Instant Asset Write-off threshold from $20,000 to $25,000 and effective 29 January 2019 to 30 June 2020 will be passed before the Federal election.  

How businesses can avoid being caught off-guard by payroll tax

Following high-profile cases of businesses failing to adequately pay their workers, some of those same businesses are being investigated for failing to pay their state payroll tax.

Why franchisees have to be proactive when it comes to payroll

Franchisees usually get a lot of help from franchisors when it comes to marketing, branding, and daily operations. One area where some franchisees seem to be left out in the cold is in managing payroll.

New black economy measures target withholding obligations and tax deductions

An extra layer of complexity is added for small businesses as new measures to tighten grip on the black economy targets withholding obligations and tax deduction.

Payment of employee bonuses

Recognising the hard work of employees is important to ensure morale remains high in the workplace and that quality workers are retained in your business. One of the easiest ways to reward employee excellence is through the payment of employee bonuses. 

What foreign owners of residential property need to know about lodging their annual return

In late 2017, the Australian Federal Government introduced an annual vacancy fee to be levied on  foreign owners of residential property, where the property is not occupied or generally available on the rental market for at least 6 months in a 12 month period. 

How the PM’s defeat impacts corporate tax rates

Following the proposal for reduced tax rates for corporate entities in 2016, the Treasury Laws Amendment (Enterprise Tax Plan No 2) Bill 2017 (the Bill) was ultimately defeated in the Senate on 23 August 2018 by a vote of 36 to 30. 

Foreign incorporated companies and changes to the tax ruling - What you need to know.

Most will remember the 2016 High Court ruling in the case of Bywater Investments Limited.

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