Self Managed Superannuation Funds (SMSFs) are one of the most tax-effective and asset flexible entities in Australia. Individuals have established SMSFs to accumulate and hold real estate, listed securities and other investments to provide them sufficient funds for retirement.SMSFs are subject to strict regulatory taxation and superannuation laws which need to be carefully considered.
Providing documents and advice to our clients
Docscentre Legal’s SMSF team provides a comprehensive range of legal services to assist self-managed superannuation fund (SMSF) trustees, their administrators, accountants, financial planners, auditors and other advisers.
Our services in this area include
01
Establishing new SMSF
02
Reviewing and amending SMSF documents
03
Advising on legal issues relating to SMSF compliance
04
Preparing deeds of ratification, rectification or confirmation to assist with certain compliance issues
05
Advising on and documenting SMSF borrowing via limited recourse borrowing arrangements. This includes
related party transactions, property and non-property transactions, refinancing, variations and winding up
06
Advising on alternative SMSF investment structuring for property or other assets
07
Estate Planning for SMSFs including binding death benefit nominations, powers of attorney, member benefit guardians and the structuring of death benefit payments
08
A comprehensive range of pension documentation including account based pensions, child pensions, death benefit pensions, pensions reversion amendments and pension commutation
09
Winding up SMSFs