Specialist advice for complex superannuation matters
Advising accountants, legal practitioners and high-net-worth families on structuring, taxation and regulatory matters affecting superannuation, with a focus on high-balance self-managed superannuation funds.
Our work includes SMSF restructuring, Division 296 tax advice, and complex compliance and dispute matters across private superannuation structures.
Who we work with
We work with a select group of professional advisers and private clients.
Accounting and legal practices
We support professional advisers by providing specialist input on complex or higher-risk superannuation matters. Our role is to complement the existing adviser relationship, enhancing the quality and depth of advice delivered to the client.
High-net-worth families
We work directly with high-net-worth families managing superannuation structures, including self-managed superannuation funds, providing structural review, transaction support and oversight of significant restructures.
Core areas of expertise
Our core areas of expertise and common engagement areas include:
Significant SMSF transaction advisory and structuring
Structuring and technical oversight for major transactions involving private superannuation funds
Division 296 tax advice and planning
Structuring and tax strategy for high-balance superannuation members
SMSF succession and wealth transition advice
Control and benefit transfer planning
SMSF structural reviews and restructuring advice
Risk identification and structural optimisation
ATO reviews, audits and superannuation dispute advice
Technical support and engagement
SMSF compliance remediation and rectification advice
Rectification of legacy issues
Superannuation and family law
Splitting arrangements and implementation
Our advisory work commonly extends beyond these areas depending on the requirements of the engaging adviser or client.
For further detail on our services, please refer to our Services page.
Our approach
Our approach is grounded in detailed analysis, technical depth and practical implementation experience.
Engagements typically begin with a thorough assessment of the existing structural, taxation and governance position. Strategic options are then evaluated with careful consideration of timing, sequencing, documentation integrity and longer-term tax and structural outcomes.
Advice is developed to be technically sound, commercially practical and appropriate to the regulatory environment in which private superannuation structures operate.
Contact
For further information or to discuss a specific matter, please get in touch.
We welcome enquiries from professional advisers and clients.