1300-764-050

0474-893-329

[email protected]

Home Services Superannuation & Trust Advice

Superannuation & Trust Advice

Our firm offers practical and hands-on advice for superannuation and trusts tailored for individuals, accountants, and other advisers.

Superannuation

We assist clients with:

Advising on using superannuation to access tax concessions, such as when receiving an inheritance or selling a business.
Establishing SMSFs, including required documentation.
Guiding through superannuation borrowings and setting up installment trusts.
Starting pensions, planning the distribution of benefits after death, and updating outdated super fund deeds.
Providing insights on tax and transfer duty for "related party" transactions such as selling assets to the SMSF.
Offering estate planning advice.
Resolving audit issues, including interactions with the Australian Taxation Office.

Trusts

We have extensive experience in advising clients on trusts, encompassing:

Evaluating and advising on the suitability of different trust structures based on client needs.
Assisting in setting up trust structures and establishing the terms of trust deeds.
Drafting tailored trust deeds for personal or business circumstances.
Coordinating with specialist advisers like tax accountants and tax lawyers regarding trust matters.
Advising trustees on their powers, liabilities, and fiduciary responsibilities.
Guiding clients in transactions involving trustees.
Representing clients in legal proceedings involving trusts.

Contact Us Today

Contact us to schedule your appointment with us:

1300-764-050

Book Now

0474-893-329

[email protected]

Perth’s leading law firm specializing in tax law, providing expert legal advice and representation for individuals and businesses. Our team of experienced tax lawyers ensures compliance, resolves disputes, and offers strategic tax solutions tailored to your needs.

1300-764-050

0474-893-329

[email protected]

Copyright © 2025 Tax Lawyers, All Rights Reserved