Fund Structure & Design

Our team is experienced in supporting the development of tax-efficient fund structures that meet all stakeholder requirements (i.e. GP, LP and portfolios) and ensure that each are taxed appropriately over the life of the fund having particular regard to cross-jurisdictional tax regimes, whether it be for a closed ended fund or on a ‘deal by deal’ basis.

Tax Due Diligence

Our team provides the full scale and breadth of tax due diligence services across Australia and New Zealand, with support for other jurisdictions through our network.

Approach can vary from ‘desktop’ issue identification to a pragmatic ‘red flags’ report or a full detailed due diligence report (appropriate for insurance and lending purposes).

Buy/Sell side Tax Structuring

We assist in developing transaction structures that are fit-for-purpose, having regard to your tax, legal and commercial requirements.

We work closely with our clients and their advisors throughout the deal process to ensure the structure is implemented appropriately.

Management Equity Plans

We help our clients design and implement their tax-effective management equity plans that meet their business objectives and advise on the associated tax compliance and reporting obligations.

Post Completion/ Implementation

We assist our clients and their advisors with post completion matters:

  • Tax registrations;
  • Tax consolidation (including Tax Sharing and Funding Agreements);
  • Capital gains tax rollover advice;
  • Stamp duty;
  • GST registrations and going concern matters; and
  • Restructure advice.

Tax Advisory

We provide tax structure and advisory services to our clients on complex matters that may arise from time to time. We can facilitate advice that provides multi-jurisdictional support through our partnerships with trusted service providers.

We have the ability to procure the delivery of tax compliance services through our partnerships with trusted outsourced service providers.

GreenMount’s Operating Partner Services team focuses on the needs of private capital providers (debt and equity) seeking to optimise the performance of portfolio companies.

We specialise in bringing our senior, experienced people to work within your portfolio company to diagnose, develop improvement strategies and implement them to redirect the company back to growth and high performance.

Focusing on five key areas: