Self-Managed Superannuation Funds (SMSFs)

A Self-Managed Superannuation Fund (SMSF) gives you greater control over your retirement savings, allowing you to decide how your money is invested and managed. While an SMSF can provide flexibility and significant benefits, it also comes with strict compliance obligations and legal responsibilities. That’s where expert legal advice is essential.

At Aubrey Brown Lawyers, our experienced Superannuation and Estate Planning team assists clients with the establishment, management and succession of SMSFs.

• An SMSF may be right for you if you want:
• More control over how your retirement savings are invested
• Access to a broader range of investment options (such as property or direct shares)
• Tax planning opportunities tailored to your circumstances
• To combine superannuation balances with family members for greater flexibility.

Our team provides clear, practical advice to help you:

• Establish a compliant SMSF structure
• Draft or review trust deeds and governing rules
• Navigate superannuation, tax and estate planning considerations
• Advise on contributions, withdrawals and benefit payments
• Ensure smooth succession planning for your SMSF in the event of incapacity or death.

An SMSF can be a powerful tool for building and protecting your retirement savings, but only when managed with care. With over 80 years of experience supporting individuals, families and businesses, our expert Commercial lawyers are here to guide you through every step.