We understand the importance of securing your financial future and protecting your assets. Our dedicated Superannuation and Trusts legal services are designed to provide peace of mind, ensuring your wealth is managed, preserved, and passed on according to your wishes.
We offer expert guidance on all aspects of superannuation law, helping individuals and businesses navigate the complexities of compliance, contributions, and tax strategies.
Whether you are setting up a self-managed super fund (SMSF), need advice on superannuation disputes, or require strategic retirement planning, our experienced team is here to help.
Trusts are a powerful tool for asset protection and estate planning. We provide comprehensive support in establishing, managing, and administering trusts tailored to your unique needs.
Our services cover discretionary trusts, unit trusts, testamentary trusts, and charitable trusts, ensuring they operate effectively and in compliance with legal requirements.
A family trust, also known as a discretionary trust, serves as a mechanism for safeguarding a family’s assets and conducting family business while prioritizing asset protection and tax efficiency.
Typically established by a family member to benefit individuals within the family network, this trust structure offers notable tax advantages. By allowing distributions of trust income solely to beneficiaries within the family group, the family trust optimizes tax benefits by enabling each member to leverage their tax-free thresholds. The trustee can distribute income to various beneficiaries based on their personal marginal tax rates, optimizing tax efficiency for the entire family.
Beyond tax advantages, a family trust plays a pivotal role in shielding family assets from potential risks posed by individual family members, such as bankruptcy or insolvency. Moreover, a family trust mitigates challenges related to will disputes post the demise of a family member.
Order today by completing an returning our Family Trust Checklist or by contacting us.
In contrast, a unit trust functions by dividing the trust property into units, akin to shares in a company, which beneficiaries acquire through subscription. As unitholders, individuals are entitled to both the capital and income of the trust fund in proportion to their unit holdings.
Order today by completing an returning our Unit Trust Checklist or by contacting us.
A Self-Managed Super Fund (SMSF) empowers individuals to assume control over their retirement investment strategy, affording a high degree of flexibility in asset allocation and retirement income planning.
Superannuation, serving as a tax-advantaged vehicle for retirement savings, features a concessional tax rate of 15% during the accumulation phase. Upon reaching age 65 and transitioning to the pension phase, superannuation funds become tax-free, subject to a pension account balance of $2 million per member as of 2025.
Order today by completing an returning our SMSF Checklist or by contacting us.
Secure your financial legacy with confidence. Contact us today to schedule a consultation and discover how our Superannuation and Trusts legal services can work for you.
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