Superannuation Fund Advice

Our keen understanding of the potential impact of recent superannuation reforms ensures that our clients superannuation is in secure hands. Matters in which we advise include:

  • Helping self managed super funds (SMSF) maintain and achieve tax complying status
  • Advising trustees and auditors
  • Specific in-house transactions
  • Acquiring assets from related parties  
  • Investments and divestments
  • Unit trust investments
  • Superannuation guarantee requirements and employee benefits
  • Instalment warrant borrowings 
  • Superannuation fund deeds, PDS’s and deed amendments

Financial arrangements:

We assist a diverse range of clients from multinational banks to small businesses with their financial arrangements, including:

  • Advising on compliance requirements for financial transactions
  • Division 7A loans and establishing preventative measures
  • Loan documentation tailored specifically to each arrangement     

Goods and Services Tax (GST):

Our   professionals provide our clients with advice on range of general and technical GST issues, including:

  • GST exemptions
  • Compliance advice on domestic and international transactions
  • Documenting GST liability in contracts for both mid-sized and major projects
  • GST audits
  • Margin scheme applications

Fringe Benefits Tax (FBT):

We work closely with employers in advising them on limiting their liability in providing employee benefits, including:

  • company car benefits
  • car parking benefits
  • entertainment benefits
  • loan benefits
  • employee share scheme benefits
  • residual benefits
  • travel benefits

Corporate International Projects:

We advise Australian and international businesses embarking on cross border investments on a variety of complex international tax issues in relation to the consequences of off-shore dealings, including:

  • General structuring of offshore transactions between related, unrelated and multi-national organisations
  • Thin capitalisation
  • Withholding tax
  • Transfer pricing
  • Developing commercial solutions
  • For further information about our superannuation fund services, please contact us  

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