Legal advice for your smsf

SMSF setup: complete packs

Change trustee to corporate

For SMSF trust deeds or other such documentation click on the relevant coloured button.

  Advice/documents
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APPLICABLE FUND EARNINGS
Experience has shown that asking for a private binding ruling from the ATO can produce inconsistent and incorrect results.
Instead, fully argued legal advice about the correct manner of calculation and a calculation of the AFE, is a good alternative.
A calculation of AFE is needed for transfers of UK pension money to a QROPS. It is also needed if a pension commencement lump sum is taken from a UK fund (either by itself or when starting a pension from the fund) because although this is UK tax free it is subject to tax in Australia if taken more than 6 months after the member became tax resident.
I do not do such calculations for defined contribution (money purchase) schemes.
Applicable Fund Earnings (in defined benefit schemes) Bespoke for each client Depends on the type of UK pension scheme, the detail required and the complexity of your circumstances.
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Non-solicitors
Jeremy Gordon is an Australian barrister who accepts instructions directly from the public and from APRA regulated super funds.
Solicitors, accountants and financial advisers!
Advice on Australian law:
Jeremy Gordon.
Work is regulated by the Bar's rules and code of conduct under the Legal Profession Act (QLD) and is fully insured.
Above the limit of insurance cover liability is limited by a scheme approved under the professional standards legislation. More about the disclosures and terms which apply.

Australian super - how it works
SMSF - the legal framework
SMSF - human or corporate trustee?