Superannuation Legal Services Melbourne

Superannuation

We can assist you with superannuation and legal issues arising from the growth of the superannuation industry in recent years.

Our lawyers' experience includes self managed funds regulated by the Australian Taxation Office (ATO) and other funds regulated by the Australian Prudential Regulatory Authority (APRA).  Tony Oakley acted for many years as Honorary Chairman of the Board of Trustees of an institutional fund, regulated by APRA, with both defined benefit and accumulation fund members.

Advice is available before you proceed with Self Managed Super Fund (SMSF) investment decisions.  Early advice is essential in order to ensure compliance with regulations.  We prefer to work as a team with our clients, accountants, financial advisers, auditors and other professionals in order to provide a sound platform for investment decisions.

Lachlan Vallance (wills and estates) is also a member of our superannuation team - providing superannuation and legal advice in Melbourne and Mount Waverley.

Self-Managed Super Funds - Videos to help you run your SMSF

The Australian Tax Office has released a series of videos of short animations designed to help you understand your SMSF obligations.

If you want to know more about meeting your annual obligations click on the link below.

SMSF Annual Obligations