About Us
Meet the Team
Legal Practice Director
An accomplished lawyer and Chartered Tax Adviser, Natalie has over nine years’ experience in taxation and private advisory services for small business owners and high-net-worth individuals.
Known for her strategic and practical approach, Natalie’s key areas of practice are tax, structuring, asset protection, succession planning, commercial law and mergers & acquisitions.
Across her career, Natalie has worked with and learned from some of the best in the industry, developing a strong reputation for creating practical solutions to each client’s unique needs. Natalie’s ability to navigate diverse challenges is reflected in her broad client base which includes businesses of various sizes and industries, business owners and high net wealth individuals.
With her comprehensive skill set and committed approach to client care, Natalie stands out in the legal and advisory landscape.
Natalie is a Business Owner, Solicitor, Chartered Tax Adviser and holds a Masters of Accounting.
“Assisting a long-term client with the sale of their business. I have been on a journey with this client since I was a young lawyer, and I’m proud to have seen them all the way from their early business growth to realising their sale and retirement dreams.”
9 Years in Practice
Our client owned and operated 12 pool centres through 12 different companies. To facilitate a capital raise and expansion of the business, they needed to interpose a holding company between the shareholders and the 12 subsidiaries.
We designed and implemented a restructure establishing the new holding company structure which qualified for capital gains tax and landholder duty relief. As part of this process, we successfully obtained corporate reconstruction landholder duty relief from the Queensland Revenue Office in respect of the restructure.
The client was able to achieve their required group structure to facilitate growth without incurring landholder duty liabilities, saving an estimated $2.5 million.
Our client was offered $10 million for the sale of their RTO organisation. They required taxation and structuring advice on the best way to structure the sale, and assistance with documenting and negotiating the sale terms.
We proposed the sale of the shares in the holding company rather than the trading company as this would secure a more manageable taxation outcome. We then assisted with structuring earnout payments to qualify for look-through earnout treatment and scrip for scrip rollover relief.
Following completion of the share sale, we negotiated on behalf of the client the early payment of the full earnout and release from post-completion obligations and scrip requirements.
The client received the full $10 million of sale proceeds as cash rather than scrip in a tax-effective manner.
Our clients in their individual names owned a portfolio of 54 investment properties. They wanted their estate plans to be appropriately recorded to ensure that their children were able to jointly control and benefit from the portfolio. This needed to occur in a way which achieved a favourable tax outcome and allowed for retention and re-investment to grow overall family wealth.
We structured and drafted bespoke testamentary trust wills which ensures the property portfolio passes into a structured trust environment that is also tax effective.
The client’s specific estate planning objectives were achieved.