FAQs

Yes. Vale Legal provides specialist tax law advice to clients across Australia, supporting both individuals and businesses wherever they are based.

Our office is in Sydney, New South Wales. While we’re based in Sydney, we work with clients nationally.

Vale Legal specialises in high-end tax law, and our expertise covers a range of areas including:

  • Division 7A advice and compliance
  • CGT and small business concessions
  • Residency
  • Trust structuring and distributions
  • Superannuation and high-balance accounts
  • Employee share schemes and exit planning
  • Tax disputes and ATO/Revenue NSW objections and engagement
  • Duty exemptions

Yes. While Vale Legal specialises in high-end tax law, our expertise covers a range of other areas including:

  • Trust and Superannuation documents
  • Estate Planning and Probate
  • Corporate structuring and asset protection
  • Commercial transactions including sale of business and shareholder agreements
  • Property transactions including option agreements, partition agreements and property developments
  • Establishment and advice on Charities

Yes. We work with high-net-worth individuals, business owners, trustees, and professional firms, providing tailored advice to complex tax and legal matters.

Yes. We assist clients with cross-border tax issues, including non-residents, expatriates returning to Australia, and international investment structuring.

We partner with accountants to provide specialist legal guidance on complex tax matters. Our role is complementary: we don’t compete for their clients but help ensure their advice is legally sound and compliant.

Absolutely. We provide expert guidance on ATO audits, objections, and dispute resolution, including strategic advice on compliance and risk mitigation.

Our services are tailored to the complexity of each matter. We provide clear, transparent fee structures and can discuss arrangements upfront with all clients.

Yes. We advise on exit planning, succession strategies, and asset protection, helping clients structure transactions and trusts to minimise tax risk and maximise efficiency.

We prioritise urgent matters and can provide prompt, practical advice when time-sensitive decisions or compliance deadlines are involved.

Both. We provide one-off specialist advice as well as ongoing support for clients and their accounting teams, ensuring continuity and proactive planning throughout the year.