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Wills & Estates

Self-Managed Superannuation Funds

Assistance in establishing or managing your self managed superannuation fund (“SMSF”) as part of your overall wealth management and estate plan.

Superannuation has become an increasingly significant and powerful tool for Australians in planning for their retirement, particularly in the self managed superannuation fund space.

The decision to establish and the ongoing management of SMSFs can be tricky and it should be carefully considered about whether this is appropriate for your circumstances.

The creation of an SMSF requires initial advice about whether it will suit your affairs and, if it does, a number of legally compliant and binding documents to establish what you intend.
The regulation in this area is particularly complicated and is forever changing. The ongoing compliance and management of trustees, beneficiaries and the SMSF’s property and investments can be challenging without the right advice and without the fund being set up correctly at the outset.

Setting up an SMSF involves steps such as:

  • the appointment of an expert to run the fund;
  • ensuring the eligibility of the members;
    appointment of trustees;
  • developing and managing an investment strategy;
  • retirement planning;
  • ongoing compliance with the Superannuation Law and taxation legislation.

We can assist you in understanding your responsibilities as a trustee in managing an SMSF in accordance with the fund’s deed and the relevant law.

We work closely with our client’s accountants and financial planners to formulate suitable superannuation and insurance strategies in which you can invest for your retirement and provide you with protection whilst allowing you to take advantage of taxation benefits available through effective investment strategy.

How can we help you?

  • Establishing, reviewing, managing and updating your SMSF and SMSF deed
  • Appointing and removing trustees and making amendments to the fund’s deed
  • Advising on SMSF compliance
  • Assisting on the use of superannuation and SMSFs as part of their estate or succession planning
  • Binding Death Benefit Nominations and other estate planning arrangements
  • Business structuring, conveyancing, property, corporate advice and family law as they relate to your superannuation
  • Winding up of SMSFs
  • SMSF borrowing - Limited recourse borrowing arrangements (LBRAs)
  • Death benefit payment deeds
  • Superannuation proceeds trusts
  • Reversionary nominations of pensions
  • Successor director appointments
  • Investment strategies

Our principal lawyer and head of our commercial, business and dispute team, Meghan Warren is admitted to practice as an Australian legal practitioner in addition to an Attorney at Law to the New York State Bar in the United States. She also holds a Bachelor of Business Degree with a major in Financial Planning.

Our Self-Managed Superannuation Funds Lawyers

Meghan Warren

Principal

Meghan Warren

Principal
LL.B GAICD B.Bus (FinPlan)
Meghan is one of the few lawyers in Australia admitted in the State (Victoria) and Federal jurisdictions of Australia, and as an Attorney at Law to the New York State Bar in the United States.

Rosy Roberts

Principal

Rosy Roberts

Principal
LL.B (Hons) B.A GAICD
Rosy has extensive experience in Litigation & Alternative Dispute Resolution having represented clients in all Victorian State Courts and the High Court of Australia. She is also a VCAT appointed Administrator.

Anthony Burke

Consultant

Anthony Burke

Consultant
B.A LL.B DIP.FIN. MGT
Tony is an LIV accredited business law specialist and a VCAT appointed Administrator. In 2008 he was President of the Law Institute of Victoria and served for two years as a director of the Law...

Rohani Bixler

Special Counsel

Rohani Bixler

Special Counsel
LL.B (Hons) BA (PSYCH)
Rohani holds a Bachelor of Arts (Psychology) and a Bachelor of Laws (Honours) from Monash University, and has practiced exclusively in the areas of estate planning, deceased estate administration and estate litigation and disputes since...

Luke Palmer

Associate

Luke Palmer

Associate
LL.B BA
Luke is passionate about making things as simple as possible for people who are dealing with the loss of a loved one.

Eleni (Helen) Andreou

Paralegal
LL.B BSc
Helen has over eight years of experience providing support for lawyers and assisting clients.
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