Archana is a skilled tax lawyer with more than a decade of experience in assisting private clients with managing their tax affairs and unlocking value from their business / investment ventures.
Archana has 13+ years of experience as a tax advisor assisting small-to-medium sized enterprises, high net worth individuals and family groups with interests in a wide range of sectors.
In addition to broad experience in tax advisory and disputes, Archana has niche expertise in the tax aspects of estate planning, the taxation of deceased estates and trust law. Her skills span Federal taxes (including income tax, CGT and GST), State taxes (including payroll tax, stamp duty and land tax) as well as the superannuation guarantee regime.
Archana holds a combined Bachelor of Laws/Bachelor of Commerce (Finance) degree from Monash University. She is an associate member (ATI) of the Tax Institute and full member (TEP) of the Society of Trust and Estate Practitioners (STEP). Archana is also a regular presenter at discussion groups held by CPA Australia.
- Advising legal personal representatives and beneficiaries of the tax implications associated with the passing of assets and subsequent transactions in respect of those assets in various contexts, including dealing with ‘double death’ scenarios, the potential application of the small business CGT concessions to the sale of farmland/other business assets and the main residence exemption.
- Advising on the tax treatment of TPD insurance proceeds received personally by a business owner under a Buy/Sell Agreement and in a super fund and the CGT consequences of the exit of the business owner pursuant to the Buy/Sell Agreement.
- Advising on the restructure of business structures in view of commercial, asset protection and succession planning objectives, including advising on the use of CGT roll-overs and the small business CGT concessions.
- Managing uncertainties in the law, errors and disputes with the ATO, the SRO and the revenue offices of other States/Territories in relation to a range of taxes and the superannuation guarantee, including through position papers, private ruling applications, voluntary disclosures, remission applications, objections and appeals to Tribunals/Courts.
- Making applications for tax exemptions or concessions, including stamp duty corporate reconstruction exemption applications and payroll tax de-grouping applications.