Mergers & Acquisitions (M&A) for
Australia
Dedicated Cross-Border CA Desk for Mergers & Acquisitions (M&A) for Australia. Our international tax partners guide multinational enterprises, foreign startups, and non-resident investors through India - Australia Economic Cooperation and Trade Agreement (ECTA) & DTAA (ATO alignment). We handle comprehensive FEMA compliances, Form 15CA/15CB inward and outward remittance certifications, Transfer Pricing (Form 3CEB), and Australian superannuation tax treatment, capital gains tax (CGT) on Indian ancestral property, and FEMA repatriations.
Request Mergers & Acquisitions (M&A) for Australia
Senior CA consultation for businesses in Australia.
Overview of Mergers & Acquisitions (M&A) for Australia
Governed by Foreign Exchange Management Act (FEMA) 1999, Section 90/91 DTAA & Income Tax Act 1961
Dedicated Cross-Border CA Desk for Mergers & Acquisitions (M&A) for Australia. Our international tax partners guide multinational enterprises, foreign startups, and non-resident investors through India - Australia Economic Cooperation and Trade Agreement (ECTA) & DTAA (ATO alignment). We handle comprehensive FEMA compliances, Form 15CA/15CB inward and outward remittance certifications, Transfer Pricing (Form 3CEB), and Australian superannuation tax treatment, capital gains tax (CGT) on Indian ancestral property, and FEMA repatriations.
Statutory Tax Optimization
Leverage permissible exemptions, rebate clauses, and capital expenditure deductions under current financial laws.
Audit Defense & Compliance Safety
Reconcile 26AS, AIS, TIS, and GSTR-2B data to eliminate scrutiny notices and mismatched discrepancy letters.
Local Jurisdiction Coordination
Liaison with jurisdictional Assessing Officers and tax commissioners across state tax circles.
Required Documents Checklist for Australia
Standard document dossier required for statutory execution.
PAN & Aadhaar Cards
Mandatory for all individual taxpayers, directors, or authorized partners.
Bank Account Statements
Complete statement of all operational and savings accounts for the fiscal period.
Form 16 / 16A / 26AS / AIS
Annual Information Statement and TDS certificates issued by deductors.
Books of Accounts & Invoices
Profit & Loss Statement, Balance Sheet, and purchase/sales register if applicable.
Investment & Expense Proofs
Receipts for tax-saving deductions, insurance, municipal taxes, and capital investments.
Step-by-Step Execution Process for Australia
Streamlined engagement designed for minimal turnaround.
Data Ingestion & Ledger Audit
Collection of financial statements, invoices, and bank transaction summaries.
Tax Liability & Exemption Computation
Senior CA calculates taxable income, optimizes applicable deductions, and prepares tax schedules.
Draft Verification & Client Sign-Off
Presentation of draft computation sheet and refund/payable breakdown for your explicit approval.
Official Portal Upload & ITR-V Ack
Instant transmission on government servers and dispatch of verifiable acknowledgment.
Official Deliverables & Client Handover
Official Government Acknowledgment
Official ITR-V or GST filing receipt with unique acknowledgement reference number.
Certified Tax Computation Statement
Comprehensive schedule of income, deductions, tax payable, and TDS adjustments.
Full Compliance Dossier
Archive-ready PDF package for bank loan approvals, tender submissions, and VISA procedures.
FAQs on Mergers & Acquisitions (M&A) for Australia
How does the Double Tax Avoidance Agreement (DTAA) between India and Australia prevent double taxation on my income?
Under the India-Australia DTAA, taxes paid in either jurisdiction are eligible for Foreign Tax Credit (FTC) under Sections 90 and 91 of the Indian Income Tax Act. By submitting a valid Tax Residency Certificate (TRC) and electronic Form 10F, eligible entities and NRIs obtain reduced withholding tax rates or complete exemption on cross-border business profits, dividends, and royalties.
What is the procedure for Form 15CA and Form 15CB when remitting funds between India and Australia?
Any foreign remittance from an Indian entity to Australia mandates a Chartered Accountant verification under Section 195. Our Senior CA evaluates the nature of payment, verifies withholding tax liability under the DTAA, issues a digitally signed Form 15CB certificate, and files electronic Form 15CA with the Income Tax portal prior to bank processing.
Can companies or foreign citizens in Australia incorporate a 100% owned Indian subsidiary?
Yes. Under the automatic FDI route, overseas corporate entities from Australia can incorporate a wholly owned private limited subsidiary in India without prior government approval for most sectors. IMAK Advisory handles end-to-end SPICe+ ROC incorporation, Director Identification Numbers (DIN), Digital Signatures (DSC), and files RBI Form FC-GPR within 30 days of equity allotment.
How does IMAK Advisory assist NRIs and expats based in Australia with Indian property sales and capital gains?
We provide complete advisory on repatriation under the Liberalised Remittance Scheme (LRS), obtain Lower/Nil TDS Certificates (Form 13) from the Income Tax Department to reduce withholding tax from 20% down to actual tax liability, and coordinate NRE/NRO bank account transfers with full FEMA compliance.
Direct CA Desk for Australia
Have an urgent filing deadline or tax notice? Connect directly with our designated compliance partner.
Related Services for Australia
Mergers & Acquisitions (M&A) in Other Locations
M&A Advisory From Chartered Accountants
IMAK Advisory is an ICAI-registered firm of chartered accountants in Whitefield, Bengaluru, advising founders, family businesses, investors and companies across India on the financial, tax and regulatory side of M&A. The M&A full form is Mergers and Acquisitions: a merger combines companies into one, while an acquisition buys control of a business through its shares, assets or an undertaking.
The structure decides most of the outcome. A share purchase brings the whole company with its history; an asset purchase takes only chosen assets; a slump sale moves an undertaking as a going concern for a lump sum; and a merger or demerger can be tax-neutral if the income-tax conditions are met. GST, stamp duty, FEMA and approvals differ for each, so we model the after-tax result for both sides before the term sheet is signed.
Mergers run through a scheme approved by the National Company Law Tribunal, or through the fast-track route approved by the Regional Director, which since 8 September 2025 covers more classes, including unlisted companies with borrowings up to ₹200 crore. Competition approval is needed above the asset and turnover thresholds or a deal value of ₹2,000 crore where the target has substantial operations in India.
Buyers should not sign without due diligence. A due diligence report format for acquisition covers quality of earnings, net debt, working capital, tax, compliance, material contracts with change-of-control clauses, related parties and recommendations for price adjustments, indemnities and escrow.
Large public deals show the same building blocks. In the Reliance Disney merger, completed in November 2024, Viacom18's media and JioCinema businesses were combined with Star India into a joint venture valued at about ₹70,352 crore; the Disney Jio merger received competition approval with voluntary modifications. We were not involved in that deal; it is cited from public reports.
Value is often lost after closing, so M&A planning includes the first hundred days: bank mandates and approval limits, aligned accounting policies, GST registrations and credit transfer, payroll and employee contracts, assignment of customer and supplier contracts, and tracking of earn-outs, escrow releases and indemnity claims. Sellers who prepare early – clean audited accounts, documented properties, arm's length related-party terms and a vendor review – usually get better prices and faster M&A closings.
The Land Acquisition Act 2013 is a different subject: it governs compulsory acquisition of land by the government, with compensation that is covered by a specific income-tax exemption for awards under that Act. Where a business loses land this way, we help with the tax, accounting and relocation finances, while the legal process stays with advocates.
We are not investment bankers or brokers and do not take commission for finding buyers or sellers. We do not publish fees; stamp duty and tribunal fees are paid at actuals, and our team shares the exact total after reviewing your requirements. Visit us at ITPL Main Rd, Pattandur Agrahara, Whitefield, Bengaluru, Karnataka 560066, call or WhatsApp +91 79798 50684, or email imakadvisoryteam@gmail.com, and the IMAK Advisory team will set out the structure options for your M&A transaction.
Ready to Begin Mergers & Acquisitions (M&A) for Australia?
Join hundreds of enterprises that rely on IMAK Advisory for complete statutory accuracy and dedicated CA guidance.