Asset Protection & SMSF

A Self-managed Superannuation Fund (SMSF) is an important and effective strategy as part of a successful asset protection plan. Ensuring your hard-earned retirement funds are protected is critical and a SMSF is an important tool that can be used to assist your asset protection strategies.

Generally, funds that are held within a Self-managed Superannuation Fund will be protected from creditors in the event of insolvency.

Self-managed Superannuation Funds can also be a useful tool for estate planning ensuring benefits from your SMSF flow directly to your nominated beneficiaries through a Binding Death Benefits Nomination. Our team of wills and estates lawyers can assist you through the various estate planning strategies available to you to ensure that your personal interests are protected now and in the future.

There are many obligations that you must adhere to as well from the Australian Taxation Office (ATO) and other regulatory bodies.

How can we help with your asset protection and SMSF?

Our team of experienced lawyers have been helping clients protect their hard-earned assets for over 25 years. As not everyone’s situation is the same, individual circumstances can dictate what options are available for you.

Contact our team today to discuss your asset protection plans or Self-managed Superannuation Fund legal needs.