Self Managed Super Funds

Secure Your Wealth, Plan Your Legacy

Take Control of Your Super and Secure Your Estate

At Ellison-Whyte Law we specialise in assisting individuals, families, and business owners across Australia to take control of their financial future through expertly structured Self-Managed Superannuation Funds (SMSFs) and comprehensive estate planning.

Whether you're setting up an SMSF for the first time, navigating compliance obligations, or planning how your assets will be passed on, our experienced legal team provides tailored, strategic advice that meets both your financial goals and legal responsibilities.

Our Services

✅ Self-Managed Super Fund (SMSF) Legal Services

• SMSF establishment including trust deed drafting
  
• Corporate trustee structures and individual trustee options
  
• Compliance with the Superannuation Industry (Supervision) Act 1993
  
• Advice on contributions, rollovers, and investments
  
• SMSF succession planning
  
• Ongoing legal advice to ensure your fund stays compliant
  

✅ Estate Planning Services

• Wills and testamentary trusts
  
• Enduring Powers of Attorney and Guardianship documents
  
• Superannuation death benefit nominations (binding and non-binding)
  
• Advice on SMSF death benefit strategies
  
• Minimising estate disputes and taxation outcomes (working with your accountants to achieve this)
  
• Integrated plans for blended families and complex asset structures
  

Why Choose Us?

• Legal Precision: We’re not financial advisers — we’re qualified legal professionals ensuring your SMSF and estate plan are compliant, enforceable, and tax-effective.
  
• Tailored Solutions: Every client’s needs are different. We design strategies that are uniquely suited to your personal, financial, and family circumstances.
  
• Future-Proof Planning: Estate planning with superannuation in mind is critical. We ensure your SMSF benefits are dealt with in line with your wishes, even beyond death.
  
• Local and Trusted: Based in [Your Location], we serve clients across Victoria and Australia-wide with virtual appointments available.
  

Who We Help

• Individuals looking to take control of their superannuation
  
• Couples seeking to secure their joint retirement and estate
  
• Business owners and professionals planning for succession
  
• Trustees and beneficiaries requiring clarity and legal certainty
  

Book a Consultation

Whether you’re just starting out or need a review of your existing arrangements, we’re here to help.