Superannuation

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.

Tony Oakley and Dianne Hodge are members of the SMSF Professionals' Association of Australia Ltd (SPAA).  This body is the pre-eminent professional association in Australia for SMSF advisers.

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 recently released two videos - the first in a planned series of short animations designed to help you understand your SMSF obligations.

If you want to know how the sole purpose test may impact on SMSF investments in property or more about meeting your annual obligations, these videos will help you head in the right direction.

SMSF Annual Obligations  

SMSF Sole Purpose Test

 Law Institute of Victoria Accredited Specialists - Business Law