If you have chosen to manage your own super, we're here to help you navigate the legalities
We are a team of expert advisors to help you manage the legal responsibilities of a self-managed superannuation fund (SMSF). Let us help you ensure your SMSF runs smoothly and operates as needed.
Experience
- Establishment of a compliant SMSF
- Establishing a new company to act as the corporate trustee of your superannuation fund
- Advice on changing trustees, including establishing a new corporate trustee company to act as trustee of your superannuation fund
- Reviewing and updating existing SMSF Deeds and documents
- Amending existing SMSF Deeds and documents
- Advice on succession of an SMSF, including binding death benefit nominations
- Establish compliant investment structures, such as limited recourse borrowing arrangement (LRBA) and unit trusts
- Advice on non-arm’s length income (NALI) and non-arm’s length expenses (NALE)
- Advice on family law matters impacting SMSFs and giving effect to any related agreements or orders
- Estate planning for clients with (or considering establishing) a SMSF
- "Trouble-shooting" and solutions to existing SMSF compliance matters
- Assisting with audit management letters and dealing with the ATO on compliance matters
- Legal disputes involving superannuation, including disputes before the Supreme Court
- Estate litigation involving disputes regarding superannuation or the payment of a death benefit
- Estate administration including where a deceased person had superannuation, including a SMSF
