Burgess Thomson Lawyers

Self Managed Superannuation Fund Lawyer

What We Do

Your Expert Superannuation Lawyers in Newcastle

Setting up a self-managed superannuation fund? This task requires a keen legal understanding paired with a strategic financial outlook.

At Burgess Thomson, we provide comprehensive guidance to help you optimise your retirement savings through Self Managed Superannuation Funds (SMSFs). As seasoned superannuation lawyers in Newcastle, our tailored services ensure that setting up and managing your SMSF is streamlined and compliant with current superannuation laws.

How Burgess Thomson Can Help with Self Managed Super Funds

As expert commercial and business lawyers, with a sound understanding of estate planning, our team can help in a whole range of ways.

Tailored SMSF Establishment

Deciding to manage your superannuation fund is a significant step towards taking control of your retirement planning. Our SMSF lawyers in Newcastle work closely with you to establish an SMSF that aligns with your personal and business goals, ensuring that your fund is not just compliant, but also primed for growth.

Tax Effective Retirement Planning

One of the key benefits of an SMSF is the tax advantages it can offer. Our superannuation lawyers are experts in structuring your SMSF to maximise tax efficiencies, helping to enhance the benefits you reap from your fund.

Legal Compliance and Governance

The regulatory landscape for SMSFs is complex and ever-changing. We provide ongoing legal advice to ensure that your fund complies with all governance requirements, keeping you updated with the latest superannuation laws and regulations.

Investment Strategy Advice

Our team is skilled in advising on the legal aspects of investment strategies that are not only compliant but also tailored to the risk profiles and retirement objectives of our clients. We understand the critical role that strategic investments play in the performance of your SMSF.

Business Owner Benefits

For business owners, the integration of SMSFs into business structures can offer enhanced control and tax benefits. We are proficient in the nuances that come with the intersection of business ownership and superannuation, ensuring your fund works in harmony with your business activities.

Arrange a consultation with our Business & Commercial Lawyers in Newcastle.

Why Choose Burgess Thomson for Self Managed Super Funds?

Wondering why you should partner with us? Here are just a few reasons:

  • Dedicated Superannuation Expertise: Our specialised superannuation lawyers bring a wealth of knowledge to the table, ensuring you receive expert advice for every aspect of your SMSF.
  • Proactive Legal Guidance: At Burgess Thomson, we believe in a proactive approach to superannuation management. Our SMSF lawyers in Newcastle stay at the forefront of legislative changes to provide timely and forward-thinking advice.
  • Customised Solutions: We recognise that each client’s situation is unique, and tailor our services to meet your individual needs and objectives. Our customised solutions are designed to grow your superannuation effectively.
  • Business and Commercial Law Integration: As your SMSF sits within the broader context of your financial affairs, our expertise extends beyond superannuation to encompass all areas of business and commercial law, offering you a holistic approach.
  • Transparent Communication: Clear, transparent communication is the cornerstone of our client relationships. We ensure you are well-informed and comfortable with the decisions regarding your SMSF every step of the way.

Partner with Burgess Thomson for Your SMSF Needs

With the strategic benefit of SMSFs especially for business owners, the role of an experienced superannuation lawyer becomes critical. At Burgess Thomson, we are committed to delivering exceptional legal service, ensuring your self-managed super fund is set up for success. Contact us today to begin the conversation about your superannuation future.

Contact us today to learn more about how we can help you secure the future of your super.

Arrange a consultation with experienced Lawyers in Newcastle


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