Our corporate tax experts at A&M provide responsive, quality solutions for all income tax matters.
A&M’s corporate tax advisory, compliance and technology team is the day-to-day central support for our clients’ annual income tax reporting as well as general corporate tax advice. We can serve as a client’s tax department or augment any current in-house tax department to deliver experienced tax knowledge and a broad base of income tax services.
Our Corporate Tax team customizes its approach to our client’s business strategy, acting as a true partner to create value. Clients value us for our:
A&M’s Financial Services and Capital Markets Tax Advisory team guides businesses operating in the financial services sector, raising finance in the capital markets or assessing their capital management options through Australia’s complex tax landscape.
The senior-led team provides strategic advice in planning, structuring, and negotiating transactions and engages with revenue authorities to obtain certainty on tax outcomes that can assure markets, shareholders and local and international clients.
Comprehensive tax advice for domestic and global investors at all stages of the investment lifecycle.
Our most senior professionals work with our clients ― and the providers, shareholders, stakeholders and family members — to ensure their financial objectives are met. Our clients rely on us with confidence for all of their personal, family and corporate tax needs.
The Global Transaction Tax Australia team advise on transaction tax strategies that maximise tax efficiencies before, during, and at the time of exit from investments. Our buy side and sell side services include:
A&M’s team of experienced transaction tax professionals allow us to make commercial, practical recommendations and solve the most complex problems for our clients.
Further, the absence of audit conflicts affords A&M greater flexibility and the ability to be more nimble and efficient compared to our competitors.
Our clients’ success is the result of years of determination, careful strategy and hard work. Protecting their assets and the financial security of their family and business is critical.
Our most senior professionals work with our clients ― and the providers, shareholders, stakeholders and family members — to ensure their financial objectives are met. Our clients rely on us with confidence for all of their personal, family and corporate tax needs.
The A&M Private Client Services team can assist with a broad range of tax issues, including:
A&M’s team of experienced transaction tax professionals allow us to make commercial, practical recommendations and solve the most complex problems for our clients.
Further, the absence of audit conflicts affords A&M greater flexibility and the ability to be more nimble and efficient compared to our competitors.
A&M’s Fund Structuring and Fund Tax Compliance team provides tax advisory and compliance services relating to the pooling of capital . The team excels at assisting with the design of a fund, having regard to the investment mandate and the profile of investors. We plan for and preserve the flowthrough tax treatment of the fund, and on a day-to-day basis, we provide Clients with the confidence that all lodgements are accurately completed to keep the fund compliant.
Our fund structuring and compliance solutions provide a comprehensive and end-to-end fund lifecycle solution. This includes:
A&M’s senior professionals boast in-depth knowledge of fund structuring principles and best practices, at the investment level through to the needs of executives, the fund itself, and limited partners. All team members work across a broad range of tax areas including all fund compliance, fund structuring and ManagerCo compliance services.
We also work closely with our Private Client Services colleagues assisting executives within the ManagerCo with personal taxation assistance on the returns they receive from the business (wages, dividends and carried interest).
Tailored tax advice to help clients maximize investment returns upon successful completion of a transaction
Managing tax at a portfolio company level is key in helping deliver maximum value. Well-designed and executed tax strategies can make a real difference to share prices and valuation multiples.
Our holistic advice will help put in a place a smart, tax-efficient strategy with the aim to capture tax savings across the full deal lifecycle and ultimately maximize exit price. We can assist by:
We leverage A&M’s firm-wide expertise across Performance Improvement, Transaction Advisory Services and Tax to offer clients an integrated tax solution service whilst always thinking about tax with a return-oriented mindset.
Companies with a footprint stretching across multiple borders face regulatory and compliance demands that require a comprehensive tax strategy.
Alvarez & Marsal Tax international tax professionals bring years of experience in helping our clients quickly navigate the increasingly complicated waters of international tax. International tax planning and strategy can drive significant value for companies by reducing costs, improving cash flow, and maximizing profits, so our clients can stay a step ahead of the competition, no matter where they operate their business.
As part of the comprehensive international tax strategy process, we can assist with an overall plan to meet your global tax obligations efficiently. Some of our international tax services include:
Our broad, operational expertise working with multinational companies empower our clients to maximize competitiveness, maintain compliance across multiple locations and generate value. Clients value us for our:
Pro-active management of indirect tax risks and obligations is crucial as it impacts on all facets of our clients’ businesses. Our team of experts assist clients in managing and mitigating the impacts of GST and other indirect taxes.
The A&M Indirect Tax team offers specialised planning and support on all areas of indirect tax to help clients manage complex tax regulations and requirements. Our experts manage all aspects of indirect tax to help our clients optimise their indirect tax position.
A&M’s Indirect Tax team assists clients in managing and mitigating Goods & Services Tax and other indirect taxes. We support and guide clients through complex indirect tax obligations with a hands on approach and advise on the impact of indirect taxes on all aspects of their business.
A&M’s Tax Risk Governance and Management Services team provides independent Tax Risk Management & Governance support.
The team offers a senior-led approach to designing, implementing and testing tax risk management frameworks that are fit for purpose, practical and that align with the Australian Taxation Office’s (ATO’s) Tax Risk Management and Governance Review Guide and GST Governance Data Testing and Transaction Testing Guide.
Our deep experience and knowledge uniquely positions us to help companies improve their tax risk management and governance frameworks, preparing them for audits, reviews and operational effectiveness testing:
We focus on delivering practical, high-quality advice to address our clients’ employment tax obligations.
In most organisations, employees are often the key difference between success and failure. Managing the lifecycle of relationships with your workers is a complex challenge. A&M Tax assists clients with Superannuation, Payroll tax, PAYG withholding, Fringe Benefits Tax, Workers’ Compensation and employer reporting.
We provide expert support on a range of different complex situations, including:
Our experienced practitioners offer employers a one-stop service to manage the tax, compliance and reporting implications of all matters relating to your people, including employees, Directors and contractors.
A&M advises companies through the lifecycle of their workers’ relationships with the organisation for Federal and State taxes and charges. This extends from policies and procedures that affect your entire employer base, through to bespoke approaches designed for Senior Executives or onboarding and reporting for contractors. At all times we focus on developing meaningful partnerships that create long-term results for organisations across all sizes and sectors.
The evolution of Australian Stamp Duty has meant that all transactions involving a direct or indirect movement of Australian property/assets may have Stamp Duty implications. As Stamp Duty is a real cost, managing this exposure is an important issue for taxpayers.
A&M can provide comprehensive Stamp Duty support across several areas including;
The A&M Stamp Duty team has experience across all eight Australia States & Territories and understands the various nuances that exist between these jurisdictions. We are able to identify current and future Stamp Duty and Land Tax issues to help you manage any concerns that may arise. It is important that as Stamp Duty is triggered by transactions and instruments that advice is sought before executing any documents.
The Stamp Duty team works with the rest of the A&M team to provide holistic solutions for clients.
Active management of transfer pricing is crucial. A&M assists to review and document international related party dealings to maximize the value of our clients operations.
International regulations state that transactions between subsidiaries should be conducted as though the parties are entirely independent. A&M’s transfer pricing tax team can aid organizations with everyday compliance and benchmarking right through to strategic initiatives affecting business operations, risk management and supply chain planning.
Governments provide generous tax and cash incentives to companies who invest in RIC and environmental projects.
A&M’s RIC services assist companies to access cash benefits. This is achieved through the implementation of processes that ensure that all benefits are optimised.
The services available to our clients include:
A&M’s key differentiator is our commitment to exceptional results for our clients with technology and industry experts.
The A&M RIC team is led by David Gelb, a leader in Research Incentives and Credits consulting for over 30 years.
Our team also includes a dedicated Data & Analytics team that have unique capabilities and technology to accurately predict key business metrics.
The outcomes of our work demonstrate quantifiable benefits to our clients.
Alvarez & Marsal Tax offers a team of highly experienced tax professionals who routinely advise on restructuring tax matters. Alvarez & Marsal Tax can identify potential sources of value by preserving and maximising tax attributes and support the implementation of tax planning strategies throughout each stage of the restructuring process.
Our experience and straightforward advice help companies navigate through the restructuring process. The A&M restructuring tax team takes pride in presenting technical expertise commercially and applies our non-tax skills and deep restructuring experience to complete any restructuring process.
A&M is one of the few consulting firms that has a dedicated tax practice for restructuring services. This unique expertise allows our team to leverage our tax knowledge to offer practical business advice and provide solutions for companies going through a restructuring process.
