Services

We advise on complex superannuation matters across structuring, taxation, compliance and dispute scenarios, typically involving high-balance self-managed superannuation structures.

How we engage

We are typically engaged by accounting and legal practices on a referral basis, or directly by private clients.

Engagements may involve discrete technical advice, independent structural review or ongoing involvement in significant transactions or restructures.

Where engaged by professional advisers, we work in coordination with the existing advisory team to ensure alignment and continuity of the client relationship.

Core areas of expertise

Our core areas of expertise and common engagement areas include:

Significant SMSF transaction advisory and structuring

Structuring advice and technical oversight for major transactions involving private superannuation funds:

  • Acquisition and disposal structuring

  • Related-party transaction considerations

  • Taxation and compliance analysis

  • Documentation and implementation oversight

  • Co-ordination with advisers

Division 296 tax advice and planning

Advice on managing Division 296 exposure within high-balance superannuation structures:

  • Technical analysis of Division 296 exposure

  • Structuring and tax planning strategies

  • Asset allocation considerations

  • Implementation oversight

  • Ongoing planning considerations

Superannuation succession and wealth transition advice

Advice on succession frameworks and control structures to support the orderly transfer of superannuation balances:

  • Design of control and governance structures

  • Benefit payment and transfer strategies

  • Taxation considerations

  • Alignment with broader estate planning

  • Implementation support

SMSF structural reviews and restructuring advice

Independent review of SMSF structures to identify risks and optimisation opportunities:

  • Review of fund structure and governance

  • Identification of compliance risks

  • Assessment of tax exposures

  • Recommendations for structural refinement

  • Prioritisation of implementation steps

ATO reviews, audits and superannuation dispute advice

Advisory support in complex ATO reviews, audits and disputes:

  • Review and response to ATO enquiries

  • Technical position development

  • Audit support and management

  • Dispute strategy and engagement

  • Liaison with advisers

SMSF compliance remediation and rectification advice

Advice on rectifying historical SMSF compliance issues:

  • Development of rectification strategies

  • Assessment of regulatory exposure

  • Engagement with the ATO

  • Implementation of corrective actions

Superannuation and family law

Advice on the treatment of private superannuation fund interests in family law matters:

  • Identifying available options

  • Taxation considerations in splitting arrangements

  • Valuation methodology

  • Implementation of agreements or orders

  • Co-ordination with advisers

Our advisory work commonly extends beyond these areas depending on the requirements of the engaging adviser or client.

Contact

For further information or to discuss a matter, please get in touch.

We welcome enquiries from professional advisers and clients.

Contact Us