- About
- Services
- Charities and Not-for-Profits
- Audits and Disputes
- Estate Planning and Deceased Estates
- International Tax Issues
- Income Tax
- Structuring, Restructuring and Succession Planning
- WET, Excise and Customs Duty
- Stamp Duty and Land Tax
- Payroll Tax
- Superannuation and SMSFs
- GST and FBT
- CGT and Small Business Concessions
- Contact
Pengelly & Co Legal helps clients navigate complex income tax issues across a range of industries and structures.
Whether your enterprise operates through a company, trust, sole trader, SMSF, joint venture or partnership – we can provide robust, commercially-focussed and practical solutions.
Pengelly & Co Legal offer comprehensive services across structuring and tax compliance, including tax advice, assistance with private rulings and representation in reviews, audits and disputes. As a boutique law firm, we also have expertise in areas that matter most to private client groups.
Our experience spans the lifecycle of corporate taxation, from establishment issues such as setting up employee share schemes, professional practice structures and tax consolidation, right through to issues encountered day-to-day and on winding-up or liquidation. Our firm also provides clear, practical advice on a range of trust issues, including trust resettlements, streaming, section 100A and family trust elections.
How we can help
We provide tax advice and assistance on matters such as:
Trusts
- Structuring, streaming, and distribution resolutions
- Trust deed issues such as variations, resettlements and lost trust deeds
- Taxation issues such as family trust elections (FTEs) and section 100A reimbursement agreements
Companies
- Tax losses and deductibility issues
- Division 7A advice and Div 7A loan agreements
- Personal services income (PSI) rules and professional practice structures
- Employee share schemes (ESSs), equity incentives, structuring and tax consolidation
General income tax issues
- Property developments, including structuring and revenue / capital treatment
- Entry and exit structuring for partners, founders and shareholders
- Withholding, PAYG and advising on tax return lodgment obligations
What we help with
Corporate Tax
Division 7A issues, tax consolidations, imputation and tax losses
Property development
Advice on structuring and revenue / capital treatment
Trusts
Streaming, distributions, 100A, resettlements and FTEs
PSI Rules, Structuring and compliance
Advice on tax-effective structuring, PSI rules, professional practice structures and compliance
ATO engagement and disputes
Assistance with private ruling applications and representation in reviews, audits and disputes
Equity Incentives
Advice on tax-effective equity incentive plans and Employee Share Schemes (ESSs)
We’re Here When You’re Ready
Whether you have a quick question or need detailed advice, our team is ready to listen and guide you forward.