Superannuation

Our Australian superannuation scheme is celebrated globally as a highly successful retirement platform that is vital to Australian’s long-term financial viability. And because it’s that important, it’s often subject to significant scrutiny and regulation.

Our team of superannuation lawyers specialise in assisting trustees and members of self-managed superannuation funds.

We understand the complex laws that regulate and tax superannuation funds. But, more importantly, we think creatively to help you reach your goals even in the face of the most complex challenges. We provide clear and practical legal advice to help you navigate every step, including matters involving insurance and compliance.

We can advise you on everything from setting up a new superannuation fund, structuring investments to comply with legal requirements, rectifying contraventions of superannuation laws and managing ATO audits and appeals against ATO decisions. Our expertise also extends to supporting clients with a superannuation insurance claim and ensuring you have the right insurance cover in place.

We can do this because we draw on a range of specialist lawyers, each of whom combines deep experience in the superannuation sector with expertise in various fields of law. We collaborate with you to help you reach better legal and commercial outcomes.

We can:

Advise you on setting up and restructuring a superannuation fund so that you comply with the law.
Help you understand and comply with your legal obligations so that you avoid penalties and the harsh consequences that follow if the ATO classify your superannuation fund as a 'non-complying superannuation fund'.
Advise you on the mySuper reforms, including setting up for mySuper products.
Advise you on your responsibilities as a trustee including your obligations to employees under superannuation guarantee legislation.
Advise you on structuring transactions when it comes to acquiring assets and investments so that you minimise taxation and maximise returns.
Help you resolve disputes through negotiation and other alternative dispute resolution techniques.
Represent you in court if you’re bringing or defending a claim.
Advise you on paying out benefits from your superannuation fund.
Advise you on winding up a superannuation fund.