

Mosaic Tax Legal is a boutique tax law firm located in Sydney, Australia, dedicated to providing tailored legal services to individuals, businesses and investment entities both domestically and internationally. With a comprehensive focus on tax law, the firm offers advisory services aimed at maximising available exemptions, concessions and benefits under Australian tax legislation, helping clients to effectively manage their tax obligations while minimising exposure to risk. The firm serves a diverse clientele including foreign companies entering or expanding within Australia, Australian companies with overseas operations, as well as individuals undertaking pre-arrival or pre-departure tax planning. Clients also include property developers, syndicates, start-ups, small to medium enterprises, self-managed super funds and ASX-listed companies. Mosaic Tax Legal’s service model accommodates both direct client engagement and collaborative partnerships with law and accounting firms, offering white labelling and trusted adviser services. Legal engagements typically commence with fact-finding and document review, followed by a clear scope and fixed fee quotation, assurance of transparent costs, preparation of detailed written advice or transactional documentation, and a complimentary follow-up discussion to address any remaining queries. The firm caters to various tax matters, including small business CGT concessions, employee share schemes, estate and succession planning, international tax considerations, property and trust structures, GST, business restructuring, duty and land tax. Mosaic Tax Legal’s approach reflects a commitment to practical, client-focused solutions that align tax strategies with business and personal objectives while navigating complex tax frameworks with confidence.
With extensive knowledge of the small business capital gains tax (CGT) concessions, this legal professional advises small business taxpayers on effectively managing their CGT liabilities when disposing of business assets, shares, or units. They provide clear guidance on the eligibility criteria and application of the four key concessions: the 15-year exemption, 50% active asset reduction, small business retirement exemption, and small business rollover. Their expertise includes navigating complex tests such as aggregated turnover, net asset value, and active asset requirements to maximise tax benefits for clients. They help businesses and individuals structure transactions to retain more capital or enhance retirement savings, while ensuring compliance with Australian tax law. Whether advising owners of companies, trusts, or partnerships, they understand how to apply concessions in various scenarios, including superannuation contributions and the nuances of related party dealings. This approach ensures small business clients can confidently optimise CGT outcomes in line with their unique financial and operational circumstances.
OVERALL RATING
5
2 ratings
OVERALL RATING
5
2 ratings
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