Advisory services

We have strong compliance advisory capabilities led by industry experts. We can assist and advise on complex superannuation compliance issues. Leverage our experience.

We provide tailored advice in matters relating to taxation and superannuation laws. We assist SMSF trustees in obtaining Tax Ruling and/or SMSF Specific Advice from the Australian Taxation Office where there are areas of uncertainty.

We can provide advise on:

• Superannuation laws
• Breach of superannuation laws, and rectification
• Structuring of SMSF
• Income tax laws as they related to SMSF
• Advise and assist with ATO audit/ review
• Limited recourse borrowing arrangement
• Unrelated unit trust (13.22C)
• Pre-99 unit trust
• Family law, as they related to SMSF
• Death of a trustee/ member, and advise on estate matters
• Residency of SMSF (trustee/member moving overseas)