We have considerable experience providing structuring advice about taxation and GST to retirement villages.

 

While most retirement villages currently utilise “loan/leases” tenures, we also provide advice to retirement villages that use “rental” or “loan/licence” tenures.

In addition, we provide consulting advice, preparing applications for, and negotiating with the Australian Tax Office in regard to Private Binding Rulings. From time to time, these Private Binding Rulings enable retirement village owners to apply for GST refunds in respect of GST overpaid in the past.

 

We advise retirement village owners about optimum structures to achieve a wide range of commercial, legal and taxation objectives. We approach every engagement by looking closely at your business so that our advice is tailored in terms of:

> Asset protection
> Future disposal / exit strategies
> Maximising GST recovery
> Minimising exposure to income tax
> Partnership / joint venture considerations
> Financing requirements

 

We are also able to brief legal firms so that legal documentation supports and achieves your objectives with regard to advice given on all of the above matters.