Superannuation

Local SMSF Legal Advice

At Provident Lawyers, we assist and advise clients with Self-Managed Superannuation Funds (SMSFs) on a range of issues.

SMSFs make up the highest number of superannuation funds and forms a significant proportion of the multi-trillion dollar superannuation industry in Australia. The number of SMSFs have grown at a steady rate every years and the growth is continuing. This growth is largely attributed to members wanting to take control of their investments in their superannuation fund whilst continuing to access significant tax concessions. Due to the tax incentives available for superannuation entities like SMSFs, it is a highly regulated environment.

At Provident Lawyers, we work with other professionals to provide all the necessary legal guidance and assistance to fund trustees in relation to operating and administering their funds.

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How We Support SMSF Clients

Provident Lawyers can assist SMSF clients and their advisers with all areas of legal work including:

SMSF establishments
Amending SMSF trust deeds and/or changing SMSF trustees
SMSF borrowing under a limited recourse borrowing arrangement
Administering SMSFs in pension phase, including compliance advice for pensions and transfer balance accounts and cap issues
“Related party” property transactions involving SMSFs (i.e. transferring assets to a SMSF or transferring assets between SMSFs)

Members transferring properties from SMSFs as a benefit payment
Estate and succession planning involving SMSFs
Accessing eligible tax concessions using superannuation in estate planning or business sale transactions
SMSF residency issues
SMSF audit issues with Auditors and the Australian Taxation Office

Discuss Your SMSF Matter

Get in touch with us if you have a superannuation question to see how Provident Lawyers can assist you or your SMSF clients.

Our Location

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