SMSFs
The most tax-effective and asset protected entity in Australia is superannuation, and there are plenty of advantages to be gained in running a self-managed superannuation fund (SMSF).
Our lawyers have specialist expertise and can help you navigate the compliance maze that comes with an SMSF. Leading the team is principal lawyer Nathan Yii, Chartered Tax Advisor, Trusts and Estates Practitioner and SMSF Specialist Advisor™ accredited with the SMSF Association.
Control and flexibility
There has been an increase in the number of SMSFs being established in the last 20 years, largely due to the control they allow over assets and the flexibility of investment options.
We work closely with clients and their advisors to advise on SMSFs, including in the context of SMSF compliance, estate planning, taxation and disputes.
Areas of expertise
Establishing, reviewing and amending governing rules of SMSFs
Changing of trustees, including to a special purpose SMSF corporate trustee
Advising on legal issues relating to SMSF compliance
SMSF borrowing, including third party and related party limited recourse borrowing arrangements
Advising on property development using SMSFs and associated structuring issues
Pension documentation
Binding death benefit nominations and death benefit payments
SMSF and death benefit disputes