Our Superannuation Consulting and Estate Planning divisions are able to provide a broad range of specialised advice.
In addition to general areas of superannuation and estate planning, such as accounting, taxation, allocated pensions and in-house asset rules, the division is able to provide specialised advice and services including:
strategies to deal with excessive benefits on retirement
structuring a person's estate plan to ensure maximum wealth is transferred from one generation to the next
the provision of advice on how superannuation will be treated in the event of a fund member getting divorced
reviewing trust deeds to ensure members and trustee's are able to implement strategies to maximise the member's retirement benefits
corporate fund administration and advice.
We provide advice and services in the following areas:
Divorce - how the Family Law Act applies to superannuation
Structuring Superannuation and Estate plans for executives
Reasonable Benefit Limits in Estate Planning
Formulation of Risk Management Policy and Practices
Binding Death Benefit Nominations
Trust Deed Reviews
Superannuation Fund Audit
Taxation Provisions applying to Superannuation Contributions, Earnings and Eligible Termination Payments
Superannuation Industry (Supervision) Act 1993, and Related Legislation
