Superannuation, trust and taxation go hand in hand with estate planning.

With over 20 years of experience in this complex area of law, our consultant Tim Pepper  provides clients with practical solutions relating to superannuation, trust and taxation issues.

Our aim is to assist you to put in place and maintain tax effective superannuation and trust investment strategies, as part of your overall estate and business planning.

We provide expert advice on all aspects of the law relating to superannuation, trust and taxation. We are able to review and prepare all types of documents relating to your superannuation fund and family trust to ensure that you are compliant with the latest rules and regulations. We work on a fixed fee basis with a short turnaround time.

We carry out front and back end compliance work which encompasses:

  • rulings
  • applications
  • tax opinion sign-offs
  • objections and appeals
  • resolving taxation disputes
  • breaches of tax and superannuation laws.

We help you navigate your way through the complex rules and regulations so that you remain legally compliant. Our key areas of expertise include:

  • Establishment and maintenance of Self-Managed Superannuation Funds (SMSF) and discretionary family trusts
  • Reviewing and updating SMSF and family trust deeds
  • Assisting trustees and auditors on statutory and regulatory compliance issues
  • Advising on tax matters and dealing with the Australian Taxation Office to resolve tax issues
  • Advice on director penalty notices
  • Rectification as a result of non-compliance issues
  • Obtaining various stamp duty concessions
  • Advising on investment rules and property transfers to SMSF’s to ensure compliance
  • Advising on contributions to superannuation funds
  • Implementing and advising on limited recourse borrowing arrangements
  • Objections and appeals against amended superannuation assessments

Our clients are often personal referrals, accountants, financial advisors and other lawyers. We recognise the need for accountants and financial planners to be part of the conversation and to provide a second opinion regarding our advice that is founded on a common sense approach and delivered in a clear and concise manner.

At Robertson Hayles Lawyers, we have the proven expertise and experience in the field of superannuation, trust and taxation to provide you with legal solutions and documentation tailored to meet your needs in a cost efficient manner.

Contact us

For all enquiries please contact Robertson Hayles Lawyers on (08) 9325 1700 by email at enquiries@robertsonhayles.com or via our contact form and meet with Tim Pepper, our superannuation, trust and tax expert.