SMSF services

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SMSF services
SMSF advice | rectification

Service type

legal advisory | remediation | tailored documentation - enquire or order directly through your SUPERCentral account to our associated law firm Townsends Lawyers

To access a full range of advisory and remediation services | price list

For assistance with SMSF advice or tailored documentation services not outlined below, please call 02 8296 6266

Superannuation advice

SMSF advisory and remediation services across the full range of SMSF and superannuation requirement, including but not limited to the following services:

Complex change of trustee(s)/member(s) 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. $POA	Details Enquiry
In-specie benefit payments We can assist with advice and preparation of compliance documents formally enacting an in-specie benefit payment. $POA	Details Enquiry
In-specie contributions We can assist with advice on, and preparation of, compliance documentation allowing for in-specie contributions by a member to their SMSF. $POA	Details Enquiry
SMSF annual audit compliance advice and documentation 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. $POA	Details Enquiry
SMSF death benefit planning 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. $POA	Details Enquiry
SMSF related party transactions We provide tailored advice and documentation that allows an SMSF to deal with a related party. $POA	Details Enquiry
Superannuation law compliance advice 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. $POA	Details Enquiry

Superannuation documentation

We assist with legal document(s) to cover the whole life-cycle of the fund, tailored to suit the fund's specific circumstances.

Superannuation splitting When the Family Court orders are finalised, the parties might think that it’s all over, but when it comes to superannuation-splitting there’s considerably more to do. $POA	Details Enquiry
Deed of confirmation Formally confirm a previous event and/or existence of rights and obligations. $POA	Details Enquiry
Deed of ratification A party to a trust, often a trustee may take an action they are not empowered to do. A deed of ratification confirms that this action was approved by the authorised party and validates the action retrospectively. Deed rectification may also be required in some instances to correct the error without triggering a resettlement. $POA	Details Enquiry
Deed of rectification Used to correct any typographical errors or amend the expressions utilised in the deed. $POA	Details Enquiry
Deed of release A deed will outline duties and obligations that certain parties, such as the trustee, owe to other parties. A deed of release releases that party from their duties and obligations with the consent of the party owed that duty. $POA	Details Enquiry
Review existing SMSF deed $POA	Details Enquiry
Townsends Lawyers SMSF deed - optional update Townsends Lawyers Superannuation Division assists clients to successfully navigate the legal and regulatory complexities of superannuation, especially self managed superannuation. $396 - $1,232 - SMSF deed $275 - SMSF governing rules update	Details Enquiry