Self-Managed Superannuation Funds

SMSF Trust Deed & 13.22 c Unit Trust

Self-managed superannuation fund (SMSF) rules and regulations place draconian requirements on trustees which must be adhered to. Over the years, PGG Legal has acted for hundreds of self-managed superannuation funds and have worked with their accountants and financial planners.

We provide the following self-managed superannuation fund services:

  • General superannuation advice
  • Review and advice on a SMSF trust deed or a trust deed upgrade
  • Change of trustee
  • Non-controlled Section 70E SIS Act trusts
  • Non-controlled company constitution for section 70E SIS Act purposes
  • SIS Reg 13.22 C unit trust
  • Limited recourse borrowing arrangements
  • Transfer of assets in and out of self-managed superannuation funds

Contact us if you need a superannuation lawyer in Sydney or via online meetings. Read more information on Unit Trusts or Discretionary Trusts.

Get in touch with our team to learn more.