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At Pengelly & Co Legal, We bring expertise in superannuation and SMSFs, supporting individuals, businesses, and trustees with tailored advice and guidance.
The superannuation system attracts generous tax concessions – however, accessing those concessions requires compliance with strict regulations. From the tight deadlines and hefty penalties associated with the Superannuation Guarantee Charge (SGC), to the onerous regulatory requirements for self-managed superannuation funds (SMSFs), it’s an area where employers, individuals and trustees can easily run into error.
At Pengelly & Co Legal, we help clients navigate those obligations and structure their affairs to take advantage of available concessions. Whether you need support with the SGC or SMSF compliance, setting up a SMSF or structuring your superannuation interests, we provide clear, practical guidance to help clients make the most of the superannuation system while remaining compliant.
How We Can Help
We can help with:
Superannuation Guarantee
- Advising on SG obligations, employee v contractor classifications
- Voluntary disclosures for SGC underpayment
- Representation in ATO reviews, audits and disputes
SMSF Set-up, succession and Structuring
- Establishing SMSFs and reviewing trust deeds
- Contributions cap and transfer balance cap advice
- Structuring for SMSFs including loans and LBRAs
- BDBN nominations, payment strategies and succession issues
SMSF Operations
- Compliance with SIS Act, in‑house asset rules, sole‑purpose test, release conditions
- ATO reviews, audits, objections and appeals
- Advice on Division 296
What we help with
sgc obligations
Advising on compliance with superannuation guarantee charge obligations
SGC compliance
Advice on addressing underpayment of SGC and preparation of voluntary disclosures
smsf compliance
Advice on SMSF compliance, including related party transactions, sole purpose test, in-house assets, non-arm’s length income, contributions, conditions of release, and investments
smsf set up
Assistance in setting up self-managed superannuation funds
smsf succession
Documenting and implementing succession plans for SMSFs including BDBN preparation
reviews, audits, objections and appeals
Assistance with ATO disputes including representation in reviews, audits, objections and appeals
We’re Here When You’re Ready
Whether you have a quick question or need detailed advice, our team is ready to listen and guide you forward.