Australia: Retirement, Superannuation & Pensions

Self-managed superannuation funds face strict prohibitions on acquiring assets from members or related parties, but business real property presents a notable exception. Senior associate Keeghan Silcock examines the complex requirements for transferring commercial property into an SMSF, including market valuation, contribution limits, borrowing restrictions, and state-specific duty concessions.

When you pass away, your superannuation doesn't automatically become part of your estate—it's held in trust and distributed according to specific rules. Without the right nomination in place, the fund trustee, not your will, may decide who receives your super. Understanding binding versus non-binding nominations and ensuring your documentation is valid can make the difference between your wishes being honored or your super going to unintended beneficiaries.

When high-net-worth separations involve businesses, trusts, or suspicions of hidden assets, forensic accountants become essential financial detectives. They trace concealed money, value complex holdings...

This article covers the expanding reach of payroll tax into passive investment and superannuation assets.

This article breaks down what grey divorce actually looks like in Australia: the legal process, the financial realities, and the options available to you.

Understanding how trustee discretion works, and what factors are considered, can help potential beneficiaries navigate the claims process more effectively and reduce the risk of disputes.

Transcript & link to video regarding proposed >$3m in super law. If it becomes law, do get advice.

Link to podcast discussing the government's proposed tax on super balances over $3 million.

The growing strain from an ageing workforce and declining birth rates has resulted in significant labour market tightness across many OECD countries.