Tax & Asset Protection

My life changed in November 2017 when I had a fall at work which left me with a catastrophic spinal cord injury. The obvious changes to my life meant that I required the help of a legal advisor to help me in any claim for compensation I might have been entitled to. This area is a minefield but I was very lucky to be pointed in the direction of White Jordin as part of the MBA Group. The whole team were incredible, the detail they went into, the drive and passion and the empathy towards myself were not only refreshing, but gave me the belief that they would get me the best result.

And boy did they deliver, the compensation I received was far in excess of anything I could have dreamed of, and at the end during that mediation process Mitchell and his team were in the room with me, making a very tense day rather more than I could have hoped. Not only did I get a fantastic result which has set me up for the rest of my life, but the legal bill was way less than I had been expecting. So please, don’t look any further than this team, nobody will get you a better deal, nobody will be more honest and I regard the team as my go to forever. Thankyou so much, thankyou Mitchell, Rosemary, Chloe and the wonderful Matthew Holmes(barrister).

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I was hopeless with the accident. I had no idea for the solution on my own. Thank you from the bottom of my heart to Mitchell Clark and his team for dealing with this in a difficult situation. It took some time yet it finally paid off.

Feeling extremely grateful for the advice I received from Ben at MBA. It reminds me of the indispensable value of great customer service, which was also paired with professional and relevant advice for my situation. I will definitely be recommending their services to others and feel like their moto "for life" has now become mine in relation to working with this firm for future legal matters. Thankyou so much, so grateful for the help I received in my time of need.

Tax & Asset Protection

At MBA Lawyers, we are more than just taxation lawyers. We offer a breadth of expertise across our tax team and partners, with offices on the Gold Coast and in Brisbane, including accounting, financial services, tax litigation and corporate law aspects of taxation ensuring the solutions we provide you are holistic.

You are assured of always being prepared as our taxation lawyers work closely with other consultants and professional advisors to provide you concurrent advice on all aspects of transactions and issues.

Your individual needs are important and we flex to accommodate whilst balancing the complexities of constantly changing domestic and international tax regimes. Our innovative ways create novel solutions to meet your needs and empower you to thrive.

Representing you in dealings with the ATO, including negotiation of a reduction of penalties or interests on tax debts, private rulings or disputes with the ATO International tax for overseas expansion, investments into Australia or inheritances
We can help you with stamp duty, payroll tax and land tax questions
Technical capital gains questions on small business CGT concessions, capital gain rollovers and tax consolidations
Tax planning through effective restructures
Superannuation fund compliance and strategies
Domestic and international corporate restructures
Mergers and acquisitions
Leveraged and cross border leasing and other structural finance transactions
Cross-border transactions
Inbound and outbound investment structures
Business, property and major capital asset financing
Infrastructure finance and projects
Employee reward packaging including employee share and options plans
Goods and services tax

Asset Protection

In today’s litigious society, more and more people are concerned about risks from potential lawsuits and as a result, asset protection planning has become a crucial component of estate planning for certain clients. Those in high risk professions—including corporate officers, athletes, actors, physicians and lawyers—as well as those generally concerned with potential claims and lawsuits resulting from divorce, ex-employees, accidents and rising health care costs require sound advice regarding the protection of their assets. With the tremendous amount of wealth that is expected to be transferred from older to younger generations in the near future, many combine a concern for protecting assets with an interest in estate planning.

MBA Lawyers provide advice on how best to protect property from future claims and minimize exposure to potential lawsuits and adverse judgments. Our team is here for you, from the initial stages of consultation to the implementation of your chosen asset protection plans.

MBA Lawyers’ asset protection tools and techniques include:

Utilising federal and state exemption statutes Structuring domestic family and asset protection trusts, offshore trusts or foundations in selected offshore jurisdictions
Creating family-owned limited partnerships, limited liability companies and corporations
Preparing pre-nuptial, post-nuptial and co-habitation agreements
Structuring retirement plans and the distribution of plan proceeds
Utilisation of various insurance and annuity products
Retitling of assets
Gifting
Utilising discretionary trusts
Capital protected trusts and multi-generational trusts, many of which may be incorporated into overall estate planning

At MBA Lawyers, we understand that not every technique is suited for everyone, so we help you understand the particular risks and exposure that apply to your specific circumstances. We assist you in weighing the steps you can take to minimise your risks so you can develop a solid, effective asset protection plan.