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We provide a complimentary 5 to 10 minute session to discuss short questions. We will tell you if your question(s) are more complex. We offer a discount rate to subscribers for our one hour conference – $1,320 for non-subscriber and $990 for subscribers and your client can join in.
Defined benefit super has prescribed methods to value. Our superannuation reports are comprehensive and provided for a fixed fee of $660 (incl GST) for most funds and $825 for corporate funds (incl GST).
Some trustees of defined benefit funds will provide a value (and the trustee will then need to give the evidence about the value, if contested). However, if the trustee doesn’t provide a valuation report, we can provide our comprehensive report.
Orders for Self Managed Super can be complex. If you need assistance in drafting, we have a drafting service for complex SMSFs so that the draft ensures the trustees meet their obligations under the SIS Act and Regulations. If the parties agree, we can take the trustee of the SMSF as the client.
Stephen Bourke is frequently appointed by the Court to provide expert reports about the superannuation, especially for an SMSF or defined benefit super. The reports cover the value, the nature of the superannuation interest and the effect of any Orders being sought as the Full Court held in Bulow & Bulow [2019] FamCAFC 3 (18 January 2019).
If you need an expert report, get in touch for a fee estimate.
Arbitration is becoming an important part of the settlements. Stephen Bourke is a qualified arbitrator and available for single issue arbitration on your matter as it relates to super. We also offer non-binding arbitration to provide splitting orders;
Arbitration on the papers for superannuation: Single issue arbitration on superannuation.
If you want super arbitrated, get in touch for a fee estimate.
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SIGN UP NOWPhone: +61 418 481 402
Postal Address:
PO Box 7161, EAST BALLINA NSW 2478
Email: info@supersplitting.com.au
ABN: 70 098 295 222