About us
Welcome to Vale Legal, Sydney’s leading tax lawyers. Our team of experts specialise in analysing, researching, planning, and delivering clear, expert taxation advice that solves complex issues in a commercially minded and straightforward way.
Our tax advice empowers SMEs and high-net-worth individuals to build commercial structures that both protect assets and maximise profit.
Our team have honed expertise in Tax, Commercial and Corporate law including business structures and succession and estate planning , ensuring our clients are able to navigate complex legal landscapes with confidence. We excel in crafting tailored solutions for superannuation and asset protection, focused on safeguarding our clients’ current and future wealth.
We also specialize in providing comprehensive legal guidance across federal and state tax disputes, leveraging Greg’s specialist accreditation in business and personal tax.
Our strong tax, GST, duty and land tax knowledge gives our clients a commercial edge in structuring and maximising profits from developing, holding and realising property.
Our approach aligns with our values of integrity and precision, ensuring we secure favorable outcomes for those we serve.
We differ from other Tax practices because:
1. We focus on our clients’ business objectives and desired outcomes before we get technical which allows us to understand and act in our client’s best interests.
2. Our expert senior team maintains a high level of engagement in matters, from start to finish, ensuring that clients benefit from direct and responsive dealings at all times.
3. We’re committed to providing clear, timely and constructive advice focused on commercial realities.
Our Team
Greg Vale
B.Comm (Finance), LLB (UNSW), LLM (Sydney University), NSW Law Society Accredited Specialist - Business & Personal Taxation law
Director Principal | Tax, Commercial and Property Lawyer
Professional Background
As a recognised expert in Australian taxation law for nearly 30 years I have built a practice that is committed to providing clear and expert advice across Federal & State tax law, superannuation and trusts to achieve my clients’ best possible outcomes.
Professional Qualifications and expertise
Greg holds a Masters of Taxation Law from the University of Sydney, and Bachelor of Commerce (Finance) and Law from UNSW. He is one of only five accredited specialists in Business & Taxation Law by the NSW Law Society.
Greg’s areas of expertise include technical tax/trust law issues, commercial and corporate law, estate planning and wealth protection structures or when dealing with a tax investigation.
Greg personally thrives on simplifying complex disputes and issues relating to tax, revenue, commercial arrangements, SMSF and business succession to get commercially sound results.
Speaking engagements
Greg is an experienced and sought-after expert speaker and presenter at various taxation conferences and forums, including The Law Society of NSW, The University of Sydney and The Tax Institute of Australia.
Matthew Muncaster
LLB (UTS)
Legal Graduate
Professional Background
Matthew is a dedicated lawyer with a strong foundation in commercial legal principles, working across key practice areas including estate planning, conveyancing, trusts, self-managed super funds and duty concession applications. He is focused on delivering practical, well-considered advice that supports clients in safeguarding their assets and future plans.
Professional Qualifications and expertise
Matthew holds a Juris Doctor from the University of Technology Sydney, where he specialised in Commercial Equity and International Commercial Law.
His growing areas of expertise include:
Estate planning and asset protection
Trust establishment and compliance
Conveyancing and property transactions
SMSF structuring and related duty concessions
Matthew brings attention to detail, strong analytical skills and a client-first approach to every matter, ensuring clarity and confidence for clients navigating complex processes.
Nancy Sun
Senior Legal Practitioner
Professional Background
Nancy is a qualified lawyer in New South Wales with several years of experience in tax law, having worked at a Big 4 professional services firm. She has a strong background in tax advisory and compliance, advising on complex tax matters, supporting transactions, and assisting clients with managing tax obligations in a practical and commercially focused way. Her experience in interpreting and applying legislation, providing clear tax and other relevant technical advice, and working closely with stakeholders to deliver compliant and effective outcomes. Nancy is known for her collaborative approach, attention to detail, and commitment to high quality work.
Our Services
- Tax Advisory
- ATO Reviews & Audits
- Tax Disputes & Objections
- Tax residency & domicile
- ATO Director penalty notices
- International Tax
- Duty Concessions
- Land Tax
- Payroll Tax
- Establishment of Family Trusts
- Trust Amendments
- Unit Trusts
- Unitholder Agreements
- Trust Restructuring
- Trust Disputes
- Business Structuring
- Employee Share Plans
- Shareholder Agreements
- Sale of Businesses
- Share Sales
- Buy Sell Agreements
- Succession Planning
- Private advisory
- Purchase and Sale of Properties
- Partitions
- Property Development Structuring
- Saving tax on property transactions
- Property & GST
- Estate Planning
- Testamentary Trusts
- Powers of Attorney and
- Appointments of Enduring Guardians
- Probate
- Set up your own SMSF
- SMSF Structures
- SMSF Borrowing
- Fixing SMSF prudential breaches