Manage your superannuation
Legal advice for every stage of your SMSF journey
Three stages of your SMSF
When you work with us, your SMSF will be correctly established, legally compliant, and structured to work as hard as possible for your retirement.
Set up correctly from the start
Establish your SMSF with a compliant trust deed, the right structure, and a clear understanding of your obligations as a trustee.
Use your SMSF strategically
Borrow to invest, transfer business property into your fund, and structure your retirement assets to maximise their long-term value.
Plan for what comes next
Put binding nominations in place and structure your death benefits so your superannuation reaches the right people on your terms.
Why SMSF legal advice matters as much as financial advice
An SMSF is not only a financial vehicle. It is a legal structure governed by some of the most complex legislation in Australia. The sole purpose test, the in-house asset rules and the borrowing restrictions all create compliance traps that carry significant tax penalties. An outdated deed can quietly block strategies that should be available to you.
What we help with
The questions we are asked most often in this area. If yours is not on the list, it is still worth a call.
ways we help with your SMSF
Our team understands how these decisions play out over a lifetime, not just the law that governs them.
No switchboard and no intake form. You are put straight through to someone who can help.
Held for twenty-five years. Tax advice here comes from someone formally credentialled in it for most of a career.
Experience you can actually get hold of
Common questions
If yours is not answered here, call us and ask. The short question early is always cheaper than the long letter later.
How quickly can I speak to a lawyer?
Call 1300 654 590 and you will be put straight through to a lawyer rather than a switchboard. Tell us what the problem is and we will tell you how we can help.
How will I be charged?
For advice and documents we provide a fixed or capped quote before the work starts, so you do not carry the price risk. If you are in a dispute, we map out the process and the likely costs so you know what to expect.
Do I need a lawyer for something this small?
Often the cheapest moment to involve us is the one that feels too small to bother. If we do not think we can add real value, we will say so rather than open a file.
Can you work alongside my accountant?
Yes. A great deal of our commercial work is done alongside a client’s accountant or adviser. We are comfortable operating as one part of a wider team.
Also in your wealth
Solution Brief: Why you need an enduring attorney for your SMSF
Solution Brief: Why you need an enduring attorney for your SMSF
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Solution Brief: Super Death Benefit Nominations
Solution Brief: Super Death Benefit Nominations
This information sheet discusses why you need to think about what happens to your super when you die People have more and more of their wealth
Solution Brief: Self-Managed Superannuation Fund Investment Rules
Solution Brief: Self-Managed Superannuation Fund Investment Rules
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Solution Brief: Powers of attorney for SMSF members and trustees
Solution Brief: Powers of attorney for SMSF members and trustees
This Solution Brief discusses what you can do to safeguard your super benefits if you lose capacity as a member and trustee of an SMSF Planning
Solution Brief: Individual or Company Trustee? (SMSFs)
Solution Brief: Individual or Company Trustee? (SMSFs)
We often get asked whether it is better to have a ‘company trustee’ or ‘individual trustees’ for a self-managed super fund. This question gets asked both
Solution Brief: Why you need to update your SMSF Deed
Solution Brief: Why you need to update your SMSF Deed
The Government just can’t help itself but tinker with super. Our courts then need to interpret what it all really means, so we know exactly what
Solution Brief: Self-Managed Super Funds – Individual or Company Trustee?
Solution Brief: Self-Managed Super Funds – Individual or Company Trustee?
We often get asked whether it is better to have a ‘company trustee’ or ‘individual trustees’ for a self-managed super fund. This question gets asked both