SMSF Advisory

Self-managed superannuation funds (SMSFs) are an increasingly popular vehicle for managing superannuation assets. SMSFs are regulated by a complex and frequently changing set of Laws and regulations. Maintaining compliance and optimal operation of SMSFs within the legal framework can be challenging.

We specialise in providing high level advice on superannuation and SMSFs, including:

  • Strategies to optimise contributions to superannuation and maximise the level of benefits within superannuation at retirement;
  • Advising on borrowing arrangements within a SMSF under the new legislation;
  • Review of investments with a SMSF to ensure they are compliant with legislation;
  • Structuring the acquisition of investments to ensure that they are compliant with the superannuation legislation and trust deed;
  • Review of trust deeds to ensure that strategies can be implemented by the fund trustees.