Superannuation Advice

Protect your Superannuation with an expert Estate Lawyer

Superannuation is a compulsory retirement savings system and is applicable to almost all Australians. It is for this reason that superannuation comprises a significant portion of the average person’s asset portfolio.

We provide a range of services dealing with both self-managed superannuation funds (SMSFs) as well as industry, retail, public and corporate funds.

Services we provide include:

  • Advice on the establishment, maintenance and winding up of SMSFs;
  • Advice on life insurance policies tied into superannuation;
  • Tax effective Estate planning strategies;
  • Binding death benefit nominations;
  • Payment of the death benefits of a deceased member;
  • Incorporating special purpose trustee companies for SMSFs;
  • Advice on limited recourse borrowing arrangements;
  • SMSF purchase and lease options; and
  • Superannuation issues in family law and property settlements.

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