Mobbs and Marr

Wills, Estates & Superannuation Law

Wills, Estates & Superannuation Law

We specialise in all aspects of succession and superannuation law. Clients often ask us what a ‘succession lawyer’ does? The key areas of succession law include:

  • Will drafting and estate planning
  • Testamentary trusts
  • Superannuation Law
  • Powers of attorney
  • Deceased estate and trust administration
  • Resolving disputes concerning any of the above

There are many law firms who offer succession law services. However there are only 43 QLS Accredited Specialists who specialise in Succession Law in Queensland. Succession law is becoming increasingly known as a specialist field. The issues our generation faces differ to those of previous generations. Superannuation; SMSFs; Life insurance; Discretionary trusts; Taxation; increased deceased estate values; Complex financial assets and complex family relationships to name a few. These complexities mean a careful tailored approach is required to be taken in estate planning and administration.

Superannuation Planning

We work closely with accountants and financial planners in order to assist with estate and superannuation planning.
We assist in SMSF establishment and legal advice in the ongoing management of SMSFs, including change of trustees, advice on trustees duties and implementation of nominations of beneficiaries.

Superannuation Disputes

Superannuation disputes often relate to the allocation and payment of death benefits. Through the impact of compulsory superannuation legislation and living and working longer, superannuation disputes have become increasingly common.

We provide expert advice on superannuation law disputes. Our experience includes dealing with common disputes involving SMSFs, industry and retail superannuation funds. We have appeared before the Supreme Court of Queensland and Commonwealth Superannuation Complaints Tribunal on many occasions and can use our experience to advise you.

Avoiding Disputes

Many superannuation disputes can be avoided through proper financial planning and estate planning. Jarrad Mobbs, who is an accredited specialist in succession law, can provide you with estate and superannuation law planning advice, working with your accountant and financial advisor.

Jarrad Mobbs is a QLS Accredited Specialist in Succession Law.

We consider taking the time to prepare a comprehensive estate planning is a worthy investment and goes beyond the preparation of a simple will. We work with your financial advisor and accountant to achieve the best result for you.

Request your fixed fee initial consultation.

Brisbane

Level 27 Santos Place 32 Turbot Street, Brisbane, QLD, 4000,

1300 001 665

PO Box 12903 Brisbane George Street, Qld 4003

Townsville

471 Flinders Street, Townsville, QLD, 4810,

07 4721 4638

PO Box 2020 Townsville Qld 4810

Request a Consultation

We offer a fixed price, no obligation initial consultation. Contact us today to book your consultation.
Disclaimer

You must not rely on the legal information on our website as an alternative to legal advice from your lawyer or other professional legal services provider.

Liability limited by a scheme approved under professional standards legislation.