China desk 
German desk 
Spanish desk 
South East Asia desk 
European desk 
UK desk 
US desk 
Superannuation 
Insurance 
Private Clients 
Tax Establishing and running a self-managed super fund (SMSF) comes with great advantages like more control and flexibility over your investments, future income streams, significant tax benefits as well as a vehicle for owning insurance policies. It also creates additional responsibilities like ensuring you are complying with reporting obligations and industry regulations, and potentially having to defend disputes.
We can help
Our SMSF specialists are experienced in all aspects of establishing and running SMSFs. We work with a broad range of clients from some of Australia’s largest family groups, high net worth individuals as well as small business owners, young families and people moving towards retirement. We regularly liaise with regulators on behalf of our clients.
Collaborative approach
We are part of a larger team of private client advisers with extensive experience across estate and succession planning and all aspects of personal wealth management. Our experience gives us practical insight into the issues, concerns and needs that arise at different stages of life.
Our expertise
We advise on an all aspects of establishing and managing SMSFs including:
- The establishment, operation, and structuring;
- Compliance and regulatory matters;
- Contribution and benefit payment strategies;
- Pension strategies, including the commencement and administration of pensions;
- Tax issues, including liaising with the Australian Taxation Office regarding disputed assessments;
- Enforcement action by the Australian Taxation Office, including penalties and disqualification of trustees;
- Investments, including the acquisition and disposal of property, structuring, borrowing, and regulatory issues;
- Matters arising at audit and the rectification of errors;
- Self managed superannuation fund disputes at the Supreme Court;
- AFCA disputes;
- Family law issues affecting the superannuation entitlements of members;
- Succession issues and planning for the disposition of death benefits;
- Death benefits; and
- Insurance.
Key contacts
William Moore
Partner
With over ten years' of experience, William helps clients to work through their succession planning goals and issues. He...
Sam Baring
Senior Associate
Sam’s practice focuses on estate and succession planning...
Our team
Related thinking
Superannuation| 23 Sep 2021
Financial Services in Focus – Issue 58
In this edition, we consider the final breach reporting regulatory guide, electronic execution and virtual meetings legislation, judicial commentary in relation to an AFS licensee’s supervisory arrangements, and much more.
Superannuation| 13 Sep 2021
Once more unto the breach: ASIC finalises its guidance for the new breach reporting regime
ASIC has now published its updated and final guidance on the new breach reporting regime for AFS and credit licensees that will apply from 1 October 2021.
Superannuation| 30 Aug 2021
‘Why litigate?’ Financial services regulatory enforcement in the wake of ASIC’s new Corporate Plan
In this update, we explore the changes that financial services businesses can expect to see in ASIC’s approach to exercising its investigative and enforcement functions and powers.
Superannuation| 24 Aug 2021
Financial Services in Focus – Issue 57
In this edition, we consider proposed DDO reforms, temporary relief to permit electronic disclosures and virtual meetings, updates to superannuation portfolio holdings disclosure, and much more.
Financial Services & Insurance