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
Areas We Service
Cronulla | Sutherland | Miranda | Caringbah | Menai | Engadine | Gymea | Kirrawee | Sylvania | Como | Jannali | Bonnet Bay | Woolooware | Kurnell | Bundeena | Maianbar | Lilli Pilli | Port Hacking | Grays Point | Burraneer | Caringbah South | Dolans Bay | Yowie Bay | Woronora | Woronora Heights | Lucas Heights | Bangor | Barden Ridge | Illawong | Alfords Point | Sydney CBD
LEGAL INSIGHTS
Estate Funding During Probate, Estate Administration or Family Provision Claims
Estate administration and disputes can take time, often creating financial pressure for executors, beneficiaries and claimants. Estate funding offers a practical solution, providing access to funds before the estate is finalised.
New Aged Care Act 2025 Explained: Changes to Home Care, Residential Care & Estate Planning
The Aged Care Act 2025 introduces major changes to home care, residential care and funding in Australia, including the new Support at Home program and updated fee structures.
Can I Access Inheritance Before Probate in NSW? Estate Funding Options Explained
Settling an estate can take time. Learn how estate funding in NSW may allow early access to inheritance and help cover probate costs. Settling an estate in NSW can take time, sometimes several months or longer.
During this period, executors are responsible for administering the estate, managing liabilities, protecting assets, and ensuring beneficiaries are treated fairly. At the same time, there are often immediate financial obligations that need to be addressed.