Trusts and Superannuation

The manner in which assets or property within a business, charity or a family are held is an important consideration for wise succession planning and tax purposes. At Lloyd & Lloyd we help our clients structure their asset ownership to their individual needs to best advantage.

We offer advice including:

  • Self-managed superannuation advice, including establishing bare trusts
  • Trust creation
  • Special disability trusts
  • Charities establishment.

Get help now

When you need advice on trusts and superannuation planning, turn to us. Call 02 8014 5225 or send us an email.

If wish to contact us please call on (+61) 2 8014 5225 or if you wish to email us, please fill in your details below and we will reply.

Contact Us

Lloyd & Lloyd Solicitors
7/89 York Street
Sydney NSW 200

Phone: 02 8014 5225
Fax: 02 9279 3792

Patrick See – Principal Solicitor

Phone: 02 8014 5225
Mobile: 0405 004 037
Fax: 02 9279 3792
Email: psee@lloyd-lloyd.com

Alan McMurran – Principal AM Legal Solutions

PO Box 1542 Warriewood NSW 2102
Business Phone: 0416 095 121
Personal Mobile: 0403 061 603
Fax: 02 9279 3792
Email: amcmurran@lloyd-lloyd.com