the establishment, operation, and restructuring of self-managed superannuation funds
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
disputes and family law issues affecting the superannuation entitlements of members
succession issues and planning for the disposition of death benefits
allocation and payment of death benefits.
Self-managed superannuation lawyers often work closely with their clients’ other advisers to ensure that superannuation matters are addressed consistently with their broader estate and succession planning.
Given the wide range of areas in which superannuation clients may require assistance, superannuation lawyers require a degree of expertise across diverse practice areas, and the ability to identify where other specialist practitioners may need to be involved.