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In tax, rarely are things black and white; for Archana, this is exciting. The grey allows Archana to use her problem solving skills to decipher the many complex issues within tax and deliver great outcomes for her clients.
Archana approaches all matters with a strategic mindset, identifying opportunities and helping her clients plan for the future commercially. Ultimately Archana wants to help her clients be able to invest more in their businesses and see them grow.
“Clients rely on you. They place their total trust in you to solve their problems. It’s a privilege as well as a responsibility, so you just get to work, use your skills and lift that weight off their shoulders.”
structuring and restructuring
Archana assisted the client with challenging income tax assessments that had been issued to him for several years when he had lived and worked abroad. Archana challenged the assessments with a compelling submission that analysed the family, financial and social ties of the client, who had significant ties in both Australia and Brazil that needed to be balanced carefully. Archana proved the client was a non-resident for tax purposes during the years in question. This submission, coupled with Archana’s good communication and management of the ATO saw the assessments withdrawn, saving the client millions of dollars in tax, penalties and interest.
Archana assisted a client with the restructure and then sale of the family-owned business. Archana’s creative and strategic solutions involved the use of various roll-overs as well as small business concessions and obtaining an external independent valuation of the relevant entities to ensure the proposed concessions would be accessible. As a result, the client paid minimal tax on the business restructure and subsequent sale and was able to move a portion of the sale proceeds into the concessionally taxed superannuation environment tax-free.
Archana helped a client with a payroll tax grouping dispute with the State Revenue Office, where she needed to prove that each business was genuinely independent, despite the common ownership. Taking a firm stance against an aggressive opposition, Archana’s robust analysis of the situation resolved the dispute in favour of the client, saving them approximately 1 million in tax, penalties and interest.
Archana obtained a corporate restructure exemption in the Northern Territory for a gas industry client that was restructuring its business. The circumstances of the restructure meant the exemption was not available on the literal interpretation of the law. To solve the problem, Archana carefully examined the legislative intent and underlying policy, allowing her to navigate the complex issue in an extremely thorough submission. The resulting exemptions saved the client millions of dollars in stamp duty. This meant the client could continue their operations without the worry of a latent and significant tax liability that could have been unintentionally triggered by the restructure.