Tax

Navigating the complexities of tax law is essential for individuals and businesses seeking to minimise liabilities and ensure compliance with Australian tax regulations. At Verge Legal, we offer expert legal services tailored to your specific tax needs, whether you are looking to optimise your tax structure, manage income tax obligations, or handle more specialised taxes such as Capital Gains Tax (CGT) and Land Tax. Our goal is to provide strategic advice that aligns with your financial objectives while ensuring full compliance with Australian law.

Tax Minimisation & Structuring

Effective tax minimisation and structuring are crucial for maximising your financial efficiency while staying compliant with the law. At Verge Legal, we work closely with you to develop tax strategies that reduce your tax burden and optimise your financial position.

Our Tax Minimisation & Structuring Services Include:

Business Structuring
We advise on the most tax-efficient business structures, whether you are a sole trader, partnership, company, or trust. By selecting the right structure, you can significantly reduce your tax obligations and protect your assets.
Family Trusts and Discretionary Trusts
We provide expert advice on the use of trusts as a tax-effective way to manage family wealth, distribute income, and protect assets from creditors.
Superannuation Strategies
Verge Legal helps you navigate the complexities of superannuation, ensuring that your retirement savings are maximised and tax-efficient.

With a strategic approach to tax minimisation and structuring, Verge Legal helps you achieve your financial goals while minimising tax liabilities. 

Income Tax

Income tax is a fundamental aspect of the Australian tax system, impacting both individuals and businesses. Understanding your income tax obligations and planning effectively can make a significant difference to your overall tax burden.

Our Income Tax Services Include:

Personal Income Tax Planning
We provide tailored advice on managing your personal income tax obligations, including salary packaging, deductions, and tax offsets.
Business Income Tax Compliance
For businesses, Verge Legal offers comprehensive support in managing income tax obligations, ensuring accurate reporting, and taking advantage of available tax concessions and incentives.
Tax Disputes and Resolution
If you face an audit or dispute with the Australian Taxation Office (ATO), our legal team is here to represent you and resolve any issues effectively.
Verge Legal’s income tax services are designed to ensure you meet your tax obligations while optimising your financial outcomes.

Capital Gains Tax (CGT)

Capital Gains Tax (CGT) is a significant consideration when selling assets, such as property, shares, or businesses. Proper planning and management of CGT can result in substantial tax savings.

Our Capital Gains Tax (CGT) Services Include:

CGT Planning and Advice
Verge Legal offers strategic advice on managing capital gains, including exemptions, concessions, and rollovers that can reduce or defer your CGT liability.
Property and Real Estate Transactions
Whether you are selling a residential, commercial, or investment property, we provide expert guidance on CGT implications and strategies to minimise tax.
Business Sales
If you are selling your business or shares, Verge Legal assists in structuring the sale to optimise CGT outcomes, including eligibility for small business CGT concessions.
Our CGT services help you navigate the complexities of capital gains tax, ensuring that you maximise your after-tax returns.

Land Tax

Land tax is a state-based tax on the ownership of land in Australia, with varying rates and thresholds depending on the state or territory. Managing land tax obligations effectively is essential for property owners and investors.

Our Land Tax Services Include:

Land Tax Compliance
Verge Legal provides comprehensive advice on your land tax obligations, including exemptions, thresholds, and valuation methods applicable in your state or territory.
Land Tax Disputes
If you disagree with a land tax assessment, our legal team is here to represent you in disputes and appeals, ensuring that you pay only what is legally required.
Property Portfolio Management
For property investors with multiple holdings, we offer strategic advice on managing your portfolio to minimise land tax liabilities, including ownership structures and timing of purchases and sales.
With Verge Legal’s expert guidance, you can navigate the complexities of land tax and ensure that your property investments remain tax-efficient.

Frequently Asked Questions

How will you help me?

Firstly, we will reach out to you to gain a deeper understanding of your situation. Subsequently, we will assign a lawyer who will engage in a conversation with you, either through a phone call or an in-person meeting, in order to provide an initial assessment of your case. We will then explain your available options and advise you on the next steps you should take to solve your legal problem.

How long will it take to resolve my matter?

We take pride in having the fastest response times in the industry.

For every inquiry, we guarantee an initial response within 24 hours.

After the initial consultation, you will have a better idea of the timeline for the next steps required.

Which lawyer will I be assigned?

After we receive your initial inquiry, we will allocate a specialist lawyer in the relevant practice area to give you an initial assessment of the matter.

Due to the multidisciplinary nature of our firm, we can assign an expert lawyer to your matter no matter the type or the scale of your matter.

Alternatively, you can request to speak to a particular lawyer.

How much do you charge?

At Verge Legal we have a policy of making full disclosure of all estimated legal fees and disbursements right at the start of each matter.

By law, we are required to give you a comprehensive costs agreement and costs disclosure which will outline how are fees are charged. You can take comfort in the knowledge that there will be no hidden fees or surprises.

We offer fixed fees for certain matters such as conveyancing and transactional deals. For others such as litigation, we generally charge an hourly rate.

We work hard to ensure that our rates are competitive. You can discuss with us a mutually suitable fee arrangement.

I have never worked with lawyers before, what should I know about you?

Before you engage any lawyer you should check that they are listed on the Victorian Legal Services Board (VLSBC) Register of Lawyers.

You can rest assured in the knowledge that we are a fully accredited and insured incorporated law practice and all our lawyers hold current practising certificates.

What they say

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Get in Touch Today

If you require assistance, please contact us today. We pride ourselves on providing clear communication and no-nonsense legal advice. Our dedicated team will ensure that your case receives the attention it deserves.

Step 1

Contact us and let us know your legal problem.

Step 2

We will select the right lawyer based on practice area and expertise.

Step 3

You will be scheduled to meet with the best lawyer for your circumstances as soon as possible.

Step 4

Speak to our expert lawyer who will explain to you the relevant law and list the options available to you.