Phil heads Sladen Legal’s superannuation team. He is a Chartered Tax Advisor (CTA), a SMSF Specialist Advisor (SSA) and a member (and past member) of multiple superannuation related committees. Phil is a regular author and presenter. He frequently liaises with the Australian Taxation Office (ATO) and Treasury in relation the implementation and administration of the superannuation laws.
Phil’s clients include private business owners, accountants, financial planners, self managed superannuation fund (SMSF) trustees and high and medium net worth individuals. He has also acted for industry and retail superannuation funds.
Phil prides himself in providing solutions and structuring for clients in a holistic manner taking into account each client’s situation and structure. He has, on numerous occasions, successfully objected against, and negotiated with, with the ATO in superannuation related matters and the Victorian State Revenue Office (SRO) in relation to state taxes matters (duty, payroll tax and land tax in particular).
Phil is listed in the 2020 Best Lawyers Australia for Superannuation Law while his articles have featured in The Tax Institute’s Taxation in Australia Journal and CCH’s Super News. He has also presented at seminars and conferences conducted by The Tax Institute, the Television Education Network and various accounting bodies.
Phil’s areas of practice include:
Duties and State Taxes
Estate Planning and Succession
Business structuring and restructuring
Member of the ATO’s Superannuation Industry Relationship Network (SIRN)
Member of the ATO’s Superannuation Industry Stewardship Group (SISG)
Director and Chair of the Self-managed Independent Superannuation Funds Association (SISFA) technical committee
Chair of The Tax Institute Superannuation Committee
Member of The Tax Institute National Superannuation Conference Committee
Former member of the Association of Superannuation Funds of Australia (ASFA) SMSF Standing Advisory Panel
Former member of the ASFA Risk, Legal and Compliance Standing Advisory Panel
Chartered Tax Adviser (CTA) - The Tax Institute
SMSF Specialist Advisor (SSA) – SMSF Association
Download a PDF version of Phil Broderick's Professional Profile