geoff stein

partner

expertise

  • Tax

  • Business Succession

  • Duties

  • Fringe Benefit Tax (FBT)

  • Goods & Services Tax (GST)

  • Income & Capital Gains tax (including Division 7A)

  • International Tax

  • Land Tax

  • Mergers & Acquisitions (including structuring and restructuring)

  • Partnerships & Trusts (including charities trust laws)

  • Payroll Tax

  • Superannuation (including SMSF)

  • Taxation disputes (including ATO and Revenue NSW investigations and audits)

Geoff Stein is a Partner of Brown Wright Stein Lawyers. Geoff has been a lawyer in Sydney for over 30 years, specialising in commercial and tax law. He is one of only a few New South Wales Law Society Accredited Specialists in taxation law and he works extensively with a number of leading accounting firms to assist their clients and gains great satisfaction knowing he is also helping them build their practices.

Geoff advises clients on tax, commercial, trust, estate planning, wealth management and ancillary legal issues. He has developed an in-depth understanding of the legal challenges faced by business owners. This means he is able to take a whole of business approach that goes beyond the obvious legal process, to provide clients with advice that benefits their entire business.

Geoff believes that in supporting business owners it’s vital to understand the interaction between a client’s business interests, their aspirations and their family wealth management – and this is his first priority.

Geoff is a Director of Giant Steps, an organisation dedicated to helping create a bright future for children with autism and their families.

qualifications

  • Master of Laws, University of Sydney

  • Bachelor of Economics/Bachelor of Laws, University of Sydney

  • Chartered Tax Adviser

  • Public Notary

  • Solicitor

  • GAICD

memberships

  • The Tax Institute

  • Society of Trust & Estate Practitioners

  • The Law Society of New South Wales

  • Australian Institute of Company Directors

  • Life member of Stroke Recovery Association NSW

 
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articles

Featured
Tax, Corporate & Commercial
Warning: will your foreign person trust amendment prevent you from distributing to other trusts?
Tax, Corporate & Commercial

When preparing end of year trust distributions it is important to consider the impact of any foreign person exclusions in the trust deed. Failure to consider this and to get it right can result in the trust distribution being ineffective and the trust income being taxed to the trustee at 47%. But, the fix to the problem may be as simple as a deed amendment.

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Tax, Corporate & Commercial
Estate Planning, Wealth Management
Wealth Management during the COVID-19 Pandemic
Estate Planning, Wealth Management

On 22 April 2020 the NSW Governor made a new regulation which permits wills, powers of attorney and instruments appointing enduring guardians (together with a number of other documents) to be executed using video conferencing technology

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Estate Planning, Wealth Management
Estate Planning
Kelly v Kelly – Estate Planning and Gifts
Estate Planning

The presumption of advancement means that an amount paid by a parent to a child will be presumed to be a gift unless there is evidence to the contrary.

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Estate Planning