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Trusts & Superannuation Lawyers
Our trusts and superannuation lawyers in Melbourne and Mount Waverley help business owners, professionals and families protect assets, manage tax and plan for the future. We advise on the establishment, review and ongoing management of trusts and superannuation structures so they remain effective, compliant and aligned with your goals.
Trusts and superannuation services we provide
Family trusts – Establishing and reviewing family trusts to protect assets, manage tax efficiently and support long‑term wealth and succession planning.
Unit trusts – Setting up unit trusts for business and investment purposes, with clear rights and obligations for each unit holder.
Trust documentation – Drafting and updating trust deeds and related documents to ensure they are legally valid, compliant and reflect your current intentions.
Superannuation and SMSFs – Advising on superannuation and self‑managed superannuation funds (SMSFs), including compliance, succession issues and using super to hold investments such as business premises.
FAQs: Common questions about trust deeds, SMSFs and asset protection are answered below.
Frequently Asked Questions About Trusts and Superannuation
Why would I use a trust for my family or business?
Trusts are powerful tools for asset protection because the assets are held by a trustee rather than an individual. They also offer flexibility in how income is distributed among family members or beneficiaries, which can provide significant tax advantages.
Can HOCW help with Self-Managed Superannuation Funds (SMSFs)?
Yes. We work with your financial advisers to ensure your SMSF is correctly structured and compliant with the law. We advise on trust deeds, limited recourse borrowing arrangements (LRBAs), and the legal requirements for SMSFs to hold or purchase commercial property.
Do I need to update my trust deed?
Yes, older trust deeds may not comply with current tax laws or may lack the modern powers a trustee needs to manage investments effectively. We review and "vary" trust deeds to ensure they remain legally robust and meet your current financial and succession goals.
