Self-Managed Superannuation
- SMSF investment transaction advice:
- Superannuation law (SISA & SISR)
- WA State Duties law
- ITAA 1997 (NALI & NALE)
- Preparation of documents relating to SMSF investment transactions and associated related party conveyancing:
- transfer of assets into SMSF
- transfer of assets out of SMSF
- Limited recourse borrowing arrangements (LRBA’s):
- bare trust deeds and contract structuring advice
- related party LRBA’s
- ATO PCG 2016/5 safe harbour compliance advice
- Binding death benefit nominations
- Superannuation death benefit proceeds trusts
- Advice in relation to trustee issues:
- powers and obligations
- bankruptcy and incapacity
- central control and management
- advice in relation to SMSF audit issues