Self-Managed Superannuation

Self-managed superannuation allows a high degree of flexibility to grow your retirement wealth beyond the basic options offered by public funds.

With self-managed super you can apply your skills in business, property development or investing to grow your retirement wealth. Many of the strategies that successful people operate outside superannuation can be replicated within a self-managed fund, with creative legal planning.

We have extensive experience in establishing property developments inside super, borrowing to leverage super growth and acquiring business property from fund members to place it in the most tax-advantaged structure.

Our approach to wills and estate planning ensures your wealth passes to the next generation precisely how you wish, with maximum protection against legal challenge and tax leakage.

We can assist you in a wide range of areas, including:

  • Self-managed super funds
  •  SMSF borrowing
  •  Member to fund transfers
  •  Benefit nominations
  •  Pension documentation
  •  Wills
  •  Business succession
  • Testamentary trusts
  •  Disability protection trusts
  •  Powers of attorney
  •  Asset protection
  •  Probate
  •  Trust succession
  •  Will disputes