Superannuation

The failure to properly understand superannuation law can result in a significant loss of actual and potential superannuation savings. At the same time, superannuation is governed by a complex set of rules that cover not only superannuation but areas such as trusts, tax and corporate law.

Our specialist superannuation practice consists of a dedicated team of lawyers whose superannuation knowledge has resulted in a client base that includes national financial institutions, accounting firms, law firms, public fund trustees and the trustees of self-managed superannuation funds.

We frequently advise on regulatory and compliance issues, including: compliance programs; risk management; statutory and prudential regulation; trustee liability and obligations; and governance issues. Our expertise also sees us regularly advising on the establishment, maintenance and taxation of superannuation funds, limited recourse borrowing arrangements, finance documentation and property trust deeds to meet superannuation law requirements; stamp duty and tax implications of proposed investments; and superannuation death benefits.

Our Superannuation Team is called on by international and local clients;  we pride ourselves on giving commercial and plain English advice in a complex area of law, and being able to follow that advice through with support in liaising with regulators – and acting in superannuation litigation – when necessary.