Superannuation & SMSF

Expertise

Superannuation & SMSF

Superannuation is one of the most popular and beneficial ways to invest in the future.

If properly invested and managed, your superannuation “nest egg” will benefit from highly concessional taxation treatment and should be protected from a trustee in bankruptcy if you are declared bankrupt. It is therefore no surprise that there are stringent rules and substantial compliance measures in place surrounding Australian super.

The team at Coleman Grieg has significant expertise in the field of self-managed superannuation funds (SMSF) and offers a wide range of services, from assisting clients with setting up their own SMSF to providing advice on the strict investment restrictions contained in the Superannuation Industry (Supervision) Act.   

Led by Peter Bobbin, one of Australia’s leading experts in superannuation law, we can help you to select the right strategy and implement an appropriate structure to suit your individual needs, as well as ensuring you minimise any fees and taxes payable. Where it is available, combining a superannuation and a business wealth creation strategy can drive personal opportunities.

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Coleman Greig are available to service your needs no matter where you are located in NSW. Our network of offices are supported by the latest digital technology, enabling us to work with you in a way that suits you best.

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Plain English Guides

Plain English Guide to Family Business Succession Planning

The issue of succession planning for family businesses is critical. In fact, research shows that only 30% of family businesses survive in the second generation, and 15% survive in the third generation. 

Plain English Guide to Testamentary Discretionary Trusts

There are many structural benefits associated with Testamentary Discretionary Trusts including asset protection and taxation. This Plain English Guide answers some of the more commonly asked questions about creating a Testamentary Discretionary Trust, but remember that your lawyer is available to answer any other questions or provide advice when you need it.

Plain English Guide to Special Disability Trusts

For parents or family members of individuals affected by disability, the question of who will look after that individual when they are gone is often a difficult one. In some instances, a Special Disability Trust (either set up by a trust deed or under the provisions of a will) may be the most appropriate tool to provide for that person into the future.

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