Superannuation

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Assisting you with your self-managed superannuation fund

Bennett & Philp provides advice on the legalities of superannuation including the establishment of, and transactions involving, self-managed superannuation funds (SMSF).

If you already have an SMSF but it has insufficient funds to purchase real property, why not consider establishing a limited recourse borrowing arrangement which will enable your SMSF to borrow to meet the cost of acquisition of real property? Such property is able to be used to accommodate your own business, or it could be used as a rental property.

We also partner with the leading financial advisory, and superannuation specific, firms in Queensland to provide clients with a comprehensive service in matters relating to superannuation.

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Self-Managed Superannuation Funds

The use of a Self-Managed Superannuation Fund is often the chosen strategy in achieving wealth and succession planning objectives due to the tax concessions afforded to super funds and to utilise the members’ superannuation contributions for investment and growth when they would otherwise be tied up until pension stage.

The use of a Self-Managed Superannuation Fund allows you to choose and control the investment of superannuation monies including contributions for the purchase of assets such as business real property, with highly beneficial taxation treatment.

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Limited Recourse Borrowing Arrangements

We are industry leaders in advising on and producing documentation for Self-Managed Superannuation Fund to enter into Limited Recourse Borrowing Arrangements with financiers.  We have developed, in conjunction with leading Superannuation Counsel, an approved suite of documents for both the custodian trust arrangement and loan aspect associated with the transaction.

Our documents have been tried and tested and approved by all major lenders.

With the benefit of a highly experienced property section, we also provide all services ancillary to the Limited Recourse Borrowing Arrangement, including conveyancing services.

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Why Bennett & Philp?

Bennett & Philp are industry leaders in advising on and producing documentation for Limited Recourse Borrowing Arrangements by Self-Managed Superannuation Funds. We have developed in conjunction with leading Superannuation Counsel an approved suite of documents for both the custodian trust arrangement and loan aspect associated with the transaction.

Our documents have been tried and tested and approved by all major lenders.

With the benefit of a highly experienced property section, we also provide all services ancillary to the Limited Recourse Borrowing Arrangement.

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Plan your next move

If you would like to make an enquiry regarding Self-Managed Superannuation Funds or Limited Recourse Borrowing Arrangements please call our Business Advisory Team today.

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Don’t wait any longer to get the right advice

All of our lawyers are highly specialised and experienced in their area of law
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