A&M’s Financial Services and Capital Markets Tax team assists businesses operating in the financial services sector, raising finance in the capital markets or assessing their capital management options through Australia’s complex tax landscape. Our expert team provides a full suite of end-to-end tax advisory and compliance services, supporting financial services businesses in managing their Australian tax affairs, including after M&A activity, and ensuring that all tax compliance obligations are met throughout the business lifecycle. Our senior-led team provides strategic advice in planning, structuring, and negotiating transactions, and engages with revenue authorities to obtain certainty on tax outcomes that can assure markets, shareholders and local and international clients.

WHY OUR CLIENTS CHOOSE US

Senior-Led Team

A&M’s engagements are all directly led by senior leadership. Through their hands-on approach and low-leverage, partner-led model, they provide technical expertise and industry experience to clients and deliver a personal approach on all engagements, from high-profile transactions to daily tax function and tax compliance support.

Expertise

We offer deep knowledge of the Australian tax landscape, drawing from our experience as both advisors and in senior in-house roles within the financial services sector. We understand the sector specific tax issues and are able to address these considerations as relevant in providing advice on any structuring, transaction, capital management and compliance engagement. This allows us to provide both technically correct and practical advice across the business lifecycle, ensuring our advice aligns with the business’ commercial outcomes.

Independence

A&M is not an audit firm, giving us the freedom to move nimbly and provide a full range of tax services to our clients, free from cumbersome audit restrictions. We are agile and can provide flexible fee-structures.

THE A&M DIFFERENCE

Deep Technical

Our team is renowned for their deep technical knowledge and experience in the sector. We work with clients to find the right answer on complex Australian tax issues, staying up to date in Australia’s tax landscape to ensure we provide the best advice.

Industry Experience

Many of our team members have spent considerable time in senior in-house roles within the sector. Combined with our deep technical expertise, this allows us to provide technically correct and practical, commercial advice which is implementable and works for business.

Assure Stakeholders

Our experience liaising with revenue authorities on significant transactions and in reviews and audits can provide invaluable support, assurance of tax outcomes and certainty to stakeholders when it is needed most.

Learn more about our Financial Services and Capital Markets Tax Services