Changes to the landscape of superannuation are frequent and require an understanding of the challenges and implications to self-managed superannuation funds if obligations are not being met.
Superannuation funds offer one of the most tax effective and important structures available to family groups, and for this reason they are closely supervised and highly regulated. Super fund trustees often require specific advice, while super benefits – as a major component of the wealth of many family groups – require very specific and tailored structuring to ensure that benefits are paid in the most tax effective way.
We take a holistic approach to ensure that super is dealt with appropriately from a succession and estate planning perspective, and also to ensure that funds receive up to date advice.
We offer a full range of superannuation dispute services including dealing with regulatory breaches and action taken by revenue authorities and enforcement of your superannuation entitlements.
The Harwood Andrews superannuation team provides expertise and advice in all areas of superannuation, including:
Establishing new superannuation funds
Drafting and updating superannuation trust deeds
Incorporation of special purpose trustee companies
Regulatory and tax issues affecting superannuation funds
Implementing SMSF loans
Advice on tax effective superannuation contributions strategies
Property transfer into SMSF
Managing compliance requirements
Tax and compliance disputes
Investment structure advice
Business Services > Superannuation