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.
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
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.
OUR SUPERANNUATION & TAX SOLICITORS
LEGAL INSIGHTS
The Women’s Table, Spring Connection
Following the success of our Women Supporting Women Networking & Fundraiser, we’re excited to host a relaxed breakfast at the beautiful Hazel Kitchen & Bar, Hazelhurst...
Saying Goodbye to Add-Backs: What This Means for Property Settlements
A major change is underway in family law property settlements following a recent decision by the Full Court of the Federal Circuit and Family Court of Australia (Shinohara, July...
Making Family Law More Accessible: By Easing the Cost of Separation
At Southern Waters Legal, we understand that one of the biggest concerns people face when going through a separation is how to afford legal fees. Family law matters are stressful...
Wills & Estates – Live Webinar
Our Special Counsel and Accredited Specialist, Adeline Schiralli, is presenting a one-hour webinar for the College of Law on the essentials of Wills and Estates Practice. Date...
JOIN OUR TEAM
Southern Waters Legal has multiple offices across Sydney, including Cronulla, Sydney CBD, Avalon and Menai. Our team is enthusiastic, energetic, and excellent at what we do. Not only do we provide expert legal advice, but we also offer an empathetic and highly personalised service.
We are always on the lookout for new talent, so if you would like to join our team, please email your resume to: careers@southernwaters.com.au.
CURRENT OPPORTUNITIES:
Senior Legal Secretary – Family Law (Cronulla)
The Role
An exciting opportunity exists for an experienced and proactive Senior Legal Secretary to join our busy Family Law team in our Cronulla office.
The successful candidate will have proven experience, with the ability to work autonomously and be an organised individual who thrives in a fast-paced environment, takes initiative, and enjoys being part of a collaborative and supportive team.
Key Responsibilities
- Provide high-level secretarial and administrative support to our Family Law team
- Draft, review, and prepare correspondence and legal documents
- Prepare and file Court documents
- Liaise with clients, Courts, Solicitors and Barristers
- Manage diaries, appointments, and deadlines
- Audio/dictaphone typing and document management
- Assist with billing, accounts and general administration tasks
Selection Criteria
- Proven experience supporting senior solicitors in Family Law
- Strong communication, organisational and time management skills
- High attention to detail and accuracy
- Professional, proactive and positive attitude
- Ability to manage competing priorities and meet deadlines
- Team player who values collaboration and client service excellence
Benefits and Culture
- A supportive, team-focused, and value-driven culture
- Opportunities for growth and career progression
- Regular social events
- Beachside location in Cronulla
- Modern office space with leading-edge technology supported by IT
- Access to on-site gym and pool
- Flexible working arrangements
- Birthday leave
- Convenient public transport and parking options nearby
Our Values
- A supportive, team-focused, and value-driven culture
- Opportunities for growth and career progression
- Regular social events
- Beachside location in Cronulla
- Modern office space with leading-edge technology supported by IT
- Access to on-site gym and pool
- Flexible working arrangements
- Birthday leave
- Convenient public transport and parking options nearby
Mid-Senior Solicitor – Family Law (Cronulla)
The Role
Our award-winning Cronulla beachside office is seeking a passionate and energetic full-time Solicitor to join our dynamic legal team. This role offers the successful candidate excellent exposure to high-quality family law matters, along with ongoing support and mentorship from our experienced team.
The role will involve applying excellent technical expertise and client-focused skills across a range of family law matters, including:
- Parenting arrangements
- Property settlements
- Divorce matters
- Child support
- Asset protection
- Binding financial agreements
Mediations and court appearances
Selection Criteria
- Relevant experience providing high-quality legal advice in Family Law
- Display initiative and enthusiasm
- Confident and professional manner
- Ability to work around tight deadlines
- Excellent communication and organisation skills
- Attention to detail
- Positive attitude
Benefits and Culture
- A supportive, team-focused, and value-driven culture
- Opportunities for growth and career progression
- Regular social events
- Beachside location in Cronulla
- Modern office space with leading-edge technology supported by IT
- Access to on-site gym and pool
- Flexible working arrangements
- Birthday leave
- Convenient public transport and parking options nearby
Our Values
We live and work by our values, which underpin our successful culture:
- Integrity
- Excellence
- Empathy
- Can-Do Attitude
- Communication & Teamwork
To apply, please submit your cover letter and resume to careers@southernwaters.com.au. Only successful candidates will be contacted.
Mid-Senior Solicitor – Estate Planning
The Role
Our busy legal team is seeking a passionate and energetic full-time Solicitor. Opportunities are available at both our Sydney CBD office and our beachside Cronulla location.
The role involves applying excellent technical expertise and client-focused skills across a range of estate planning matters, including:
- Asset protection
- Wills and complex estate planning, including testamentary trusts
- Incapacity planning
- Succession planning for companies and trusts
- Probate and estate administration
- Estate litigation disputes
- Superannuation
Selection Criteria
- Minimum of 3 years’ experience in estate planning or related areas
- Demonstrated initiative, enthusiasm, and strong problem-solving skills
- Ability to work effectively under tight deadlines
- Excellent communication and organisational skills
- Strong attention to detail
- Ability to collaborate within a team while working autonomously
- Hardworking and adaptable in a fast-paced environment
- Alignment with our shared values
Benefits and Culture
At Southern Waters Legal, we are committed to remaining at the forefront of technology while fostering a supportive and flexible workplace. Our management team fosters an environment where staff can thrive, providing a professional setting that prioritises growth, development, and success.
- Supportive, team-focused, and value-driven culture
- Opportunities for growth and career progression
- Regular social events
- Choice of beachside Cronulla or central Sydney CBD location
- Modern office space with leading technology and IT support
- Flexible working arrangements
- Birthday leave
- Convenient public transport and parking options
Our Values
We live and work by our values, which underpin our successful culture:
- Integrity
- Excellence
- Empathy
- Can-Do Attitude
- Communication & Teamwork
To apply, please submit your cover letter and resume to careers@southernwaters.com.au. Only successful candidates will be contacted.