Superannuation

Our Superannuation Group can assist in the following areas:

Services (for new self managed funds) - We can prepare all documents establishing a SMSF - including the deed, minutes, consents, member's register and corporate trustee establishment.

Variation Service (for existing self managed funds) - We can convert existing, outdated SMSF documents so that they are fully compliant with current laws and the latest provisions.

Update Services (for existing self managed funds) - We offer an annual update service to ensure SMSF deeds are automatically updated when there are material changes in the law.

Specialised Services - We offer advice on all aspects of SMSF management and compliance - including:

Interpretation and review of trust deeds;
Specific compliance and regulatory issues relating to existing Fund deeds;
Binding Death Benefit Nomination Forms;
Death benefit allocations and total and permanent disability claims;
Fund surpluses and deficiencies;
Fund name changes;
Fund membership changes;
Retirement and replacement of Fund trustees;
Investment Strategies;
Fund wind ups;
Disqualification of Fund members;
The responsibilities of Executors and dependants in the event of death of a Fund member;
Fund acquisitions and disposals;
Transferring assets into or out of a Fund; and
Liaising with Fund regulators regarding audits and investigations, compliance issues and queries.

Our superannuation advisor has vast knowledge in this highly specialised and complex field, having more than 25 years' practical experience in the superannuation industry.

We are not financial planners or accountants, nor do we offer financial advice.

We work closely with accountants, auditors, financial planners and regulatory authorities in this area.

For further information contact:

Kevin Nichols
Simon Singer
Christine Page

Further Information

• Kevin Nichols
• Simon Singer
• Christine Page