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Superannuation, Funds Management & Financial Services

Through actual superannuation fund board experience, we are conscious of the need for our input to add real value.

Superannuation, Funds Management & Financial Services

Our team is among the most experienced in Australia. Our lawyers have experience across the financial services spectrum, including in relation to managed funds, superannuation, insurance, custody, registry and administration. Our deep understanding of the sector means we can deliver advice that is timely, practical and cost-effective, because we can anticipate not only the regulatory and technical issues that may arise, but also be mindful of the political and competitive environment.

Expertise

  • compliance and regulatory issues
  • trust deed and constitution interpretation, reviews and amendments
  • governance issues, including director and trustee duties
  • fund establishments, restructures, mergers, rationalisations and closures, including successor fund transfers and transfers and amalgamations of life insurance business
  • acquisitions and disposals
  • insurance policy review, policy drafting and negotiation, and takeover arrangements
  • insurance claims and disputes, including death benefit allocations, total and permanent disability benefit claims, Superannuation Complaints Tribunal complaints and superannuation-related litigation
  • financial product development
  • financial advice and product distribution
  • investment, including direct investments, derivatives trading, infrastructure and property funds
  • communications and disclosures, including product disclosure statements, prospectuses, and periodic disclosure
  • licensing
  • breach reporting and other liaison with regulators regarding audits and investigations, compliance issues and queries.

Experience

  • experience advising large superannuation funds in relation to their investments in Australia and offshore and associated corporate and commercial issues
  • advice to trustees in respect of important operational fund documents such as trust deeds, administration agreements and custodian agreements.
Bill Glover

Bill Glover

Partner

Melbourne

More info
Paul Faure

Paul Faure

Partner

Melbourne

More info
Kylie Wilson

Kylie Wilson

Partner

Brisbane

More info

Recent Posts

04 July 2018 - Blog

What's News in Superannuation, Funds Management & Financial Services? – 4 July 2018

#Superannuation, Funds Management & Financial Services

A summary of the latest issues and updates in the Superannuation, Funds Management & Financial Services industry. In the media: SMSF advice needs significant improvement: Around 90% of financial advice on setting up a self-managed super fund (SMSF) did not comply with relevant laws, a review by the Australian Securities and Investments Commission (ASIC) has found.

18 June 2018 - Blog

What's News in Superannuation, Funds Management & Financial Services? – 18 June 2018

#Superannuation, Funds Management & Financial Services

Small businesses should be compensated for undertaking their superannuation guarantee (SG) responsibilities because they are currently going unrecompensed for doing the job of the Commonwealth, according to the Council of Small Business Organisations of Australia (COSBOA)

06 June 2018 - Blog

What's News in Superannuation, Funds Management & Financial Services? – 6 June 2018

#Superannuation, Funds Management & Financial Services

Product dashboards ‘essential’, says KPMG Super product dashboards should be a “priority” for ASIC given the findings in the Productivity Commission's draft report on superannuation, says KPMG (1 June 2018). More...