Superannuation & Tax

Super – Many Australians want to take control of their retirement destiny by establishing a Self-Managed Superannuation Fund (SMSF). SMSF’s can provide flexibility and control for member’s retirement funds and also provide an effective mechanism for family wealth accumulation.

Tax – Our tax experts can provide you with tax advice in relation to a variety of scenarios, including business transactions, transferring assets and investments.

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Superannuation and Tax at Southern Waters Legal

Our Specialists in Superannuation & Tax can advise you on:

Establishing a SMSF

Superannuation savings are one of the most tax effective ways of saving for the long term. If you believe a Self Managed Super Fund (SMSF) is right for you, our superannuation solicitors can help you get started.

Compliance

Individual Trustees, Corporate Trustees, Bare Trusts, Trust Deeds. Ensure your SMSF is legally compliant.

Borrowing Through Your SMSF

Thinking of borrowing through your SMSF – our solicitors can help you with the required legal documentation to make it possible.

Transferring Property to Your SMSF

Complying with the Superannuation rules when transferring property to your SMSF can save you substantial amounts of money.

Death Benefit Nominations

Superannuation benefits held in a public fund or within a SMSF do not automatically go to your estate to be dealt with by your Will on your death. Your Superannuation Death Benefit should be considered when implementing an effective estate plan.

Utilising Tax Concessions

Before you enter into a transaction make sure you consider any available tax concessions. It could save you thousands of dollars.

Tax Advice

Tax impacts many aspects of our lives be it income tax, capital gains tax, stamp duty or land tax. Make sure you have the right advice for your circumstances.

Our experienced team can assist you with all aspects of superannuation and tax, providing clear advice tailored to your situation. We’re here to help you navigate the complexities and achieve your financial goals with confidence.