Setting up and managing a Self-Managed Superannuation Fund (SMSF) requires strict legal compliance. At Corporate Overhaul, we provide expert legal services, including trust deed drafting, ATO registration and legal governance support. With our expertise, trustees can confidently manage their fund while meeting their legal obligations.
Expert Legal Services for SMSF Set-Up and Trust Deed Creation
Setting up a Self-Managed Superannuation Fund (SMSF) requires meticulous planning and expert legal guidance to ensure compliance with all regulatory requirements. Our team of experienced SMSF lawyers offers comprehensive services to help you establish and manage your SMSF with confidence.
Our Expertise Includes:
- SMSF Trust Deed Drafting: We draft SMSF Trust Deeds that comply with the Superannuation Industry (Supervision) Act (SIS Act) and meet the requirements of banks and lenders. Our trust deeds are designed to provide your SMSF with the necessary powers to open bank accounts, borrow money, and purchase assets such as property
- Property Trust Deeds: For SMSFs looking to invest in property, we draft tailored Property Trust Deeds (or Security Trust Deeds) that satisfy SIS Act requirements and comply with lender policies. This ensures a smooth and compliant property acquisition process
- Deed of Variation: We assist with drafting Deeds of Variation to update or correct any aspect of your existing SMSF Trust Deed or Property Trust Deed. This includes changes to trustees, powers, or other critical elements to ensure ongoing compliance and functionality
- Related Party Loan Agreements: Our team drafts Related Party Loan Agreements that adhere to both the SIS Act and the Australian Taxation Office’s (ATO) guidelines for Limited Recourse Borrowing Arrangements (LRBA). This ensures that your SMSF’s borrowing arrangements are legally sound and compliant
- Regulatory Compliance and Updates: We provide ongoing support to ensure your SMSF remains compliant with the latest legal and regulatory changes. Our proactive approach helps you avoid potential legal issues and maintain the integrity of your SMSF
- Comprehensive Advisory Services: Our expert advisors offer personalized guidance on all aspects of SMSF management, from initial set-up to ongoing administration. We help you navigate the complexities of SMSF regulations and make informed decisions for your financial future
Why Choose Us?
- Specialized Expertise: With extensive experience in SMSF law, our team is well-equipped to handle all aspects of SMSF set-up and management.
- Client-Centered Approach: We prioritize your needs and goals, providing tailored legal solutions that align with your objectives.
- Transparent and Fixed Fees: Our fixed-fee services ensure there are no hidden costs, giving you financial certainty and peace of mind.
Whether you are setting up an SMSF for the first time or need assistance with trust deed creation and compliance, our dedicated team is here to provide the legal support you need for a successful and compliant SMSF experience.
