Superannuation strategies

Removing the fear, uncertainty and doubt from superannuation planning.

In the face of the efforts of regulators to spread fear about superannuation, the Redchip Structures and Planning team shines a light into a relatively complex arena and clear the path of obstacles.

Superannuation is confusing, and sometimes unsettling, for many people. Your superannuation account contains your money, but you aren’t allowed to touch it. The ATO adds a layer of complexity and fear into the mix, with the threat of harsh tax treatment and personal liability if you get it wrong.

Our Structures and Planning team understands that superannuation is a complex area that can be difficult to navigate. We demystify the process by working with you and your advisers to understand your financial situation and develop a superannuation strategy to best achieve your objectives.

We have a strong pedigree in successfully:

  • Establishing SMSFs
  • Preparing strategies to allow members to maintain property in their SMSF if one of the members were to pass away or suffer a disabling event
  • Creating succession plans for clients’ superannuation entitlements

Whilst the end products are important – such as SMSFs, Death Benefit Nominations, Bare Trusts, Custodian Trustees, governing rule upgrades and insurance strategies – the true value lies in the strategies and supporting information we develop to ensure these products are understood and working to your best advantage.

Meet The Experts

Ian

Ian Tindale

Director

A true industry veteran, Ian Tindale has experience spanning 25 years as a lawyer in many different sectors – from litigation, to property,...

Emily

Emily O’Brien

Associate

Emily O’Brien’s work with the commercial team involves restructuring existing affairs to deliver asset protection or taxation advantages,...

Stephen

Stephen Harvey

Consultant

Stephen is the man with the answers for clients seeking technical information regarding business and investment structures and restructures.

Trent

Trent Akhurst

Associate Director

Trent Akhurst is a dealmaker. His end goal is to keep a transaction progressing to a point where all stakeholders achieve their desired...

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Trung Vu

Associate

Translating complex tax law into language and contexts that are easy for clients to grasp is a skill that Trung Vu relishes, and one that sets him...

Our Insights

Ian
A hint for anyone with companies or trusts

A key piece of information you can pass onto those clients whose wealth is tied up in structures – most likely a large proportion of your client...

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Ian
Upholding the sole purpose of an SMSF

It is likely that you have heard about the ATO’s recent Interpretive Decision determining that having a life insurance policy inside an SMSF,...

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Ian
1 hint and 3 truths about superannuation

A lot of our enquiries for fact sheets or seminars are based around superannuation. It’s a tricky area for both advisers and clients to wrap...

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