Superannuation & Taxation

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Our lawyers have extensive to broad ranging experience in all aspects of superannuation. We offer a streamlined service for the establishment of self-managed superannuation funds, where we work closely with the client’s accountant or financial advisor. This service extends to the review of existing superannuation fund deeds, which will often require amendment to bring funds into line with current legislation, and to the taxation treatment of superannuation funds and the benefits paid by these funds.

Roberts Nehmer McKee has represented clients in the Superannuation Complaints Tribunal and the Australian Prudential Regulation Authority (APRA).

Superannuation is an area that is constantly under review, especially by taxing authorities. Clients should take advantage of our service for review of their superannuation arrangements on at least an annual basis.