Strategic SMSF Advice

Superannuation is the preferred investment vehicle in Australia due to the tax concessions available. Accordingly, where possible, opportunities to maximise benefits in superannuation should be implemented. We specialise in providing high level, leading edge advice on superannuation and SMSFs, including:

  • Strategies to optimise contributions to superannuation and maximise the level of benefits within superannuation at retirement
  • Strategies to optimise the wealth transferred from one generation to the next
  • Advising on borrowing arrangements within a superannuation fund under the new legislation
  • High level review of investments within a SMSF to ensure they are compliant with the superannuation legislation
  • Structuring the acquisition of investments to ensure that they are compliant with the superannuation legislation and trust deed
  • Comprehensive trust deed reviews to ensure that strategies can be implemented by the fund trustees and all opportunities are being utilised
  • Analysing the benefits of establishing / maintaining a reserve within a superannuation fund
  • Advice with respect to death benefit nominations and death benefit rules within a superannuation fund
  • Facilitating the transfer of funds from overseas pension schemes into an Australian superannuation fund
  • Liaising with the ATO where any audit is undertaken