Australia

Overview

No need to confront tax challenges on your own. A&M Tax Australia is here to assist with the services to address your global and local tax obligations.

Corporate Tax Advisory and Compliance

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.

We Provide the Following Corporate Tax Advisory and Compliance Offerings:

  • Income tax planning and general advisory
  • Technology enabled income tax compliance
  • Income tax provision preparation or review

Why A&M Australia

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:

  • Responsiveness: A&M applies the right team to the right challenge when the client needs crucial tax advisory assistance.
  • Independence: Since we are not an audit firm, we can independently advise our clients in all areas of their business, assisting management in ways that our main competitors cannot.
  • Trusted business advisory: We develop a relationship of trust with our clients so when they call about an issue, they know we’ll respond. Clients quickly learn that we can assist in many non-tax related matters: We work as a partner in the business.

Learn More About Corporate Tax Advisory and Compliance

Meet Our Practice Leaders

    • Tim Frew

    • Managing Director
    • Sydney, AU
    learn more
    • Neil Pereira

    • Managing Director
    • Sydney, AU
    learn more

Global Transaction Tax Advisory

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.

We Provide the Following Global Transaction Tax Advisory Offerings:

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:

  • Tax Due diligence and Vendor Tax Due Diligence
  • Acquisition structuring
  • Liaising with tax authorities
  • Management incentive plan structuring
  • Transaction and other legal documentation review
  • Exit readiness

Why A&M Australia

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.

Learn More About Global Transaction Tax Advisory

Meet Our Practice Leaders

    • Sean Keegan

    • Managing Director
    • Sydney, AU
    learn more
    • Adam Woodward

    • Managing Director
    • Sydney, AU
    learn more
    • Andrew Sharp

    • Managing Director
    • Sydney, AU
    learn more

Private Client Services

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.

We Provide the Following Private Client Services Offerings:

The A&M Private Client Services team can assist with a broad range of tax issues, including:

  • Tax Structuring for privately owned enterprise
  • Transaction readiness from a tax perspective and vendor support
  • Family Office Services
  • Tax Consulting – Domestic and International
  • Trust and Estate Planning
  • Family and Corporate Governance
  • Succession Planning
  • Life-Changing Events
  • Entity Level Reporting
  • Taxation Compliance, Record Keeping and Administrative Services
  • Assist with managing regulator reviews or tax audit processes

Why A&M Australia

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.

Learn More About Private Client Services

Meet Our Practice Leaders

    • James Head

    • Managing Director
    • Sydney, AU
    learn more
    • Jeff Wong

    • Managing Director
    • Sydney, AU
    learn more

Fund Structuring and Fund Tax Compliance

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.

  • Fund design at inception of the fund, and on-going maintenance of fund structure
  • Tax advice on the deployment and realisation of capital
  • Ongoing tax compliance and reporting services for the fund to regulatory bodies and limited partners during the lifecycle of the fund
  • Advisory assistance on the eventual winding up of the fund

We Provide the Following Fund Structuring and Fund Tax Compliance Offerings:

Our fund structuring and compliance solutions provide a comprehensive and end-to-end fund lifecycle solution. This includes:

  • Tax advisory services relating to the establishment of new Australian and overseas investment funds, including the tax treatment of co-investment and carried interest returns, and the optimal design of the ManagerCo structure.
  • Fund tax reporting services including preparation of relevant partnership, trust and corporate tax returns and relevant limited partner reporting (both Australian domestic and international).

Why A&M Australia

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).

Learn More About Fund Structuring and Fund Tax Compliance

Meet Our Practice Leaders

    • Andrew Sharp

    • Managing Director
    • Sydney, AU
    learn more
    • Tim Frew

    • Managing Director
    • Sydney, AU
    learn more

Post Deal Implementation

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.

We Provide the Following Post Deal Implementation Offerings:

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:

  • Conducting pre-acquisition tax due diligence to identify exposures and/or issues impacting future integration
  • Implement post-transaction tax integration
  • Identifying potential tax planning strategies to deliver mid-and long-term cash flow and working capital improvements
  • Tackling inefficiencies in portfolio companies’ tax management systems and make sure they are compliant with regulations
  • Providing tax planning, compliance and reporting services to portfolio companies
  • Advising on legal entity rationalization to ensure tax affairs are managed effectively
  • Providing add-on acquisition structure planning
  • Conducting sell-side due diligence to identify tax risks prior to an exit

Why A&M Australia

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.

Learn More About Post Deal Implementation

Meet Our Practice Leaders

    • Tim Edwards

    • Managing Director
    • Sydney, AU
    learn more

International Tax

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.

We Provide the Following International Tax Offerings:

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:

  • Inbound and Outbound Tax Planning and Strategy
  • International M&A 
  • Supply Chain Implementation
  • International Compliance and Provision Support

Why A&M Australia

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:

  • Expertise: Our team is nimble, efficient and has experience with every type of tax situation facing multinationals.
  • Operational excellence: Our teams commercial approach allows us to address all facets of a tax issue.
  • Audit independence: Free from audit independence issues, we can assist with implementation of our solutions.

Learn More About International Tax

Meet Our Practice Leaders

    • Sean Keegan

    • Managing Director
    • Sydney, AU
    learn more

Indirect Taxes

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.

We Provide the Following Indirect Taxes Offerings:

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.

Why A&M Australia

  • Our experienced professionals work on client projects side by side with others on the team, so our clients benefit from their deep expertise across a range of industries.
  • We have extensive experience analysing, implementing and managing complex transactions to effectively navigate indirect tax challenges.
  • We help clients reduce their risk profile and by supporting them with revenue authority interactions.

Learn More About Indirect Taxes

Meet Our Practice Leaders

    • Anthony Fitzgerald

    • Managing Director
    • Melbourne, AU
    learn more

Employment Taxes

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 the Following Employment Taxes Offerings:

We provide expert support on a range of different complex situations, including:

  • Due diligence reviews
  • Contractor management classification
  • Fringe Benefits Tax advice
  • Superannuation remediation
  • Complex advice and governance
  • Tax authority discussions and negotiations

Why A&M Australia

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.

Learn More About Employment Taxes

Meet Our Practice Leaders

    • Amanda Spinks

    • Managing Director
    • Sydney, AU
    learn more

Stamp Duty

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.

We Provide the Following Stamp Duty Offerings:

A&M can provide comprehensive Stamp Duty support across several areas including;

  • Transfer Duty
  • Landholder Duty
  • Due Diligence reviews
  • Corporate reconstruction exemptions/Concessions
  • Queensland public unit trust schemes such as widely held unit trusts, wholesale unit trusts & pooled public investment unit trusts
  • Build to Rent Foreign surcharge for Stamp Duty & Land Tax Insurance Duty
  • Land Tax

Why A&M Australia

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.

Learn More About Stamp Duty

Meet Our Practice Leaders

    • Stefan DeBellis

    • Managing Director
    • Brisbane, AU
    learn more

Transfer Pricing

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.

We Provide the Following Transfer Pricing Offerings:

  • All transfer pricing engagements are carried out on a bespoke basis that acknowledges each client’s unique circumstances. The beginning of a client partnership starts with a highly cost-efficient review of risks and opportunities that identify areas of focus for the longer term. 
  • A&M’s transfer pricing service evolves in line with clients’ broader corporate goals. This includes designing transfer pricing strategies in line with international regulatory standards. Adhering to the internationally recognized ‘arm’s length principle’, A&M helps companies understand the consequences of profit allocation decisions and execute compliant transfer pricing strategies that preserve value. 

Why A&M Australia

  • Although well-executed transfer pricing strategies can add significant value to companies, in-house tax and finance teams do not always possess intimate transfer pricing knowledge. A&M’s professionals help fill these knowledge gaps within the organization.
  • With team members hailing from around the world and experience working on almost every continent, A&M’s hands-on senior professionals understand the complexities of establishing tax arrangements across multiple jurisdictions. Freedom from audit conflicts mean A&M’s transfer pricing clients can benefit from operational, strategic and legal expertise from other practice areas.

Learn More About Transfer Pricing

Meet Our Practice Leaders

    • Sean Keegan

    • Managing Director
    • Sydney, AU
    learn more

Research Incentives and Credits

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.

We Provide the Following Research Incentives and Credits Offerings:

The services available to our clients include:

  • Preparation of annual RIC tax project descriptions for lodgement with AusIndustry
  • Review of RIC costs for inclusion in company tax returns
  • Preparation of RIC governance documents
  • Preparation of government grant applications
  • Assistance with innovation strategy and technical problem solving
  • Predictive data analytics

Why A&M Australia

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.

Learn More About Research Incentives and Credits

Meet Our Practice Leaders

    • David Gelb

    • Managing Director
    • Melbourne, AU
    learn more

Restructuring Tax Services

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.

We Provide the Following Restructuring Tax Services Offerings:

  • Distressed Debt restructuring, including consideration of withholding tax and debt forgiveness issues.
  • Corporate restructuring, including legal entity rationalisation and preparing for corporate carve outs.
  • Tax advice on liquidations and deregistration.

Why A&M Australia

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.

Learn More About Restructuring Tax Services

Meet Our Practice Leaders

    • Sean Keegan

    • Managing Director
    • Sydney, AU
    learn more
    • Andrew Sharp

    • Managing Director
    • Sydney, AU
    learn more
    • Jeff Wong

    • Managing Director
    • Sydney, AU
    learn more

Connect With Us



This form is for business-related inquires only. If you are seeking to exercise rights related to your personal data (e.g., access, deletion), please submit your request to our Privacy Office either by using our DSAR Submission Form or sending an email to data.protection.office@alvarezandmarsal.com.

Alvarez & Marsal is committed to protecting and respecting your privacy, and we'll only use your personal information to administer your account and to provide the products and services you requested from us.

Acknowledge Privacy:

I acknowledge that A&M will process my personal information in accordance with its Privacy Notice.