Personal Superannuation

Take the steps you need to ensure your superannuation is compliant, appropriately structured and working for you

mcw experts in personal superannuation

McInnes Wilson Lawyers can expertly advise you throughout all superannuation related matters to ensure that your finances are being documented and managed in a way that best suits your interests and objectives.

Their lawyers set defined goals and deadlines with you to give you control over how much time and money is spent on your legal matters.

Years Since Team Establishment

150+

Happy Clients

Hourly Rates or Fixed Pricing

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Who mcw personal superannuation lawyers can help

McInnes Wilson Lawyers represent members and trustees of corporate, industry and self-managed superannuation funds. They also provide legal support to accountants, financial planners, fund administrators and risk advisors across all personal fund matters.

Superannuation Fund Trustees and Members

Estate Planners

Financial Planners and Accountants

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How mcw personal superannuation lawyers can help you

Trying to understand all the responsibilities, limitations and possibilities of being involved in a superannuation fund can quickly become confusing. McInnes Wilson Lawyers understand that. They are here to offer their services to protect your interests in a timely and cost-effective manner to achieve your long-term superannuation goals.

ADVICE AND MANAGEMENT

Superannuation funds can be complex to navigate and manage. Take the right steps to make sure you have reliable legal assistance that will safeguard your interests, now and in the future, and allow you to explore the full range of options for your super fund.

Appointment/Removal Of Trustees

When appointing or removing a trustee or directors of a corporate trustee, it is important to have sound legal support to protect your interests by correctly completing the process and ensuring compliance throughout all stages of the matter.

Benefit Payments

A fund member may have their benefits paid out as a result of death, retirement, disablement, financial hardship or terminal medical condition. Be sure to have reliable legal guidance on these matters to advise whether a lump sum or pension benefit payment is best.

Borrowing By Funds

Ensure you are remaining legally compliant when borrowing money by funds, including limited recourse borrowing arrangements, unit trusts and companies, and loans from related parties.

Compliance

It is imperative to remain compliant with superannuation and tax laws when entering into new arrangements. Be sure to have reliable legal guidance to assist you with compliance matters such as breaches and voluntary disclosure to APRA and ATO audits.

Contribution Strategies

Preserve your future interests with sound legal advice designed to ensure you are making the best type of contributions to your SMSF, whether they be spousal contributions, concessional, non-concessional, government co-contributions, salary sacrifice or downsizer payments.

Member/Trustee Complaints

When fund member or trustee disputes arise, ensure you have firm legal assistance that will represent and protect your interests, whether through internal dispute resolution or in Australian Federal Complaints Authority (AFCA) complaints or court applications.

Property Development

If you are looking to use superannuation funds to undertake property development and investment activities, be sure to have a reliable legal guidance that will protect your interests.

Superannuation Guarantee

Whether you are an employer or employee, take the steps necessary to be sure superannuation contributions are compliant and made correctly.

DOCUMENTATION

Ensure your legal documentation is air-tight in order to protect your interests and avoid any unwanted future concerns.

Appointment/Removal Of Trustees

Borrowing By Funds

Ensure you are remaining legally compliant when borrowing money by funds, including limited recourse borrowing arrangements, unit trusts and companies, and loans from related parties.

Death Benefit Payments

Be sure you have reliable legal guidance for advising and preparing death benefit nominations or payment documentation either separately or as part of an overall estate, whether you are a trustee or other related party to the fund.

Pension Documents

Ensure your future wishes and interests are being preserved and protected with reliable legal assistance and documentation.

Property Investment

Make sure your super fund investments (including shareholder and unitholder agreements) are documented correctly to achieve peace of mind against any future worries.

SMSF Trust Deed Establishment And Variations

To ensure SMSF establishment documentation is prepared correctly and trust deed variations and upgrades of rules reflect the most recent changes in superannuation law, make sure you have a reliable team of legal experts focused on preserving the interests of your trust.

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For help with your PERSONAL SUPERANNUATION needs

mcw personal superannuation lawyers

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