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
Updated ATO Guidance on Division 7A

Updated ATO Guidance on Division 7A

TD 2022/11 was published on 13 July 2022 and provides details on the ATO’s approach on how Division 7A may be applicable when a corporate beneficiary is entitled to trust income from 1 July 2022.    
Should you raise your prices to keep up with inflation?

Should you raise your prices to keep up with inflation?

I was in a retail store the other day and was surprised to see a notice taped to the counter. It said: “We are proud that we haven’t raised our prices, even in light of current events.”
Family Law & Tax Advice – Tall Buildings

Family Law & Tax Advice – End of Financial Year Actions

The end of the financial year is fast approaching, highlighting some important tax compliance and administration matters that may have a significant impact on family law and tax matters. 

Part 1: Interest Withholding Tax

In this five part series, Belinda Crowley (Corporate Tax, Brisbane) will be taking us through important tax topics and their potential impacts on your business.
Tax effective financing options for machinery purchases

Tax effective financing options for machinery purchases

Tax planning should be a top priority for the 2022 year in light of WA’s record harvest and expected higher profits. So if you're planning to purchase machinery in the near future for your business, you might want to consider these tax effective financing options. 
Should I develop property as a partnership or a joint venture?

Should I develop property as a partnership or a joint venture?

Around 60% of Australians invest in property – many with the goal of developing the property to make a profit. Due to the costs involved, it’s common for multiple parties to combine resources for a development project.
Temporary full expensing – Impacts for Small to Medium Enterprise

Temporary Full Expensing – Impacts for Small to Medium Enterprise

The ATO has finalised the guidance on Temporary Full Expensing ('TFE') for eligible businesses by issuing Law Companion Ruling LCR 2021/3 on 22 December 2021.
Rapid Antigen Tests – Tax deductibility myths debunked

Rapid Antigen Tests – Tax deductibility myths debunked

Prime Minister Scott Morrison has told the media in recent days that rapid antigen tests (RATs) for COVID-19 are 'tax deductible'. 
Modern Manufacturing Initiative (MMI) | Round 2 (Integration)

Modern Manufacturing Initiative (MMI) | Round 2 (Integration)

Integration Stream - Round 2 The Modern Manufacturing Initiative (MMI) is a $1.3 billion initiative targeted at all businesses growing Australia’s Manufacturing capacity, building scale, and supply chain resilience.
Proposed tax laws for the write-off of intangible assets

Proposed tax laws for the write-off of intangible assets

As part of the 2021-22 Federal Budget, the government announced a policy to allow taxpayers to self-assess the effective life of certain intangible assets effective from 1 July 2023.
GRDC Farm Business Update with Joanne Gilbert

GRDC Farm Business Update with Joanne Gilbert

GRDC Farm Business Update (June 2021) with Joanne Gilbert from RSM in Albany. Opportunities & Outcomes of Current Tax Concessions.
RSM extends corporate tax practice with appointment of experienced new Partner: Carl Di Lorenzo

RSM extends corporate tax practice with appointment of experienced new Partner

RSM has announced the appointment of Carl Di Lorenzo as a new Partner in the firm’s tax services division based in Perth.
Victorian Windfall Gains Tax

Victorian Windfall Gains Tax – A material new tax obligation for Victorian Land Developers

The Victorian Government introduced the Windfall Gains Tax and State Taxation and Other Acts Further Amendment Bill 2021 that, among other amendments, will impose a significant new tax on unrealised gains arising from the rezoning of land in Victoria.
Employee Shares – Are your disposal restrictions genuine?

Employee Shares – Are your disposal restrictions genuine?

The Commissioner of Taxation has released a draft taxation determination TD 2021/D5 which contains the Australian Taxation Office’s (ATO) view of when shares contain genuine disposal restrictions.

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