SMSF services

Changing the trustee of trust can be complicated by various issues. For advice in changing the trustee when the circumstances are complex and including a change in membership of the fund should it be required.

We can assist with advice and preparation of compliance documents formally enacting an in-specie benefit payment.

We can assist with advice on, and preparation of, compliance documentation allowing for in-specie contributions by a member to their SMSF.

We can provide advice on a wide variety of issues relating to annual audits and can provide any documentation that may be required as a consequence.

There are numerous forms of death benefit nomination. We can provide advice and implementation of a death benefit plan that complements a person’s estate plan so that their superannuation is gifted to the intended beneficiaries.

We provide tailored advice and documentation that allows an SMSF to deal with a related party.

Our team of lawyers are experts in the field of superannuation, with particular knowledge of self managed superannuation funds. We can provide tailored advice on a broad range of matters involving superannuation establishment, implementation, compliance, management and pensions.