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Expertise

Luke specialises in superannuation and financial services law and has particular expertise in acting for large industry-based, government and corporate superannuation fund trustees and financial service providers in all legal and commercial matters affecting these entities.

Luke brings a wealth of experience from acting on a number of matters affecting superannuation funds including major superannuation investments, custody, administration, successor fund transfers and general commercial contracting. Luke also advises trustees on superannuation and financial services law compliance, and drafts and reviews internal trustee documents including governing rules and policies and all forms of disclosure documentation.

Luke also has expertise in acting for employers, including advising on superannuation guarantee obligations and defence of claims, as well as advising on the closure and conversion of corporate defined benefit plans and corporate plan successor fund transfers.

Luke regularly presents at ASFA’s Victorian Legislation Discussion Group.

Luke's expertise includes:

  • superannuation investments
  • superannuation outsourcing, including custody, administration and investment management
  • technical superannuation and financial services
  • group insurance policies
  • superannuation successor fund transfers
  • APRA, ASIC and AUSTRAC compliance and/or breaches
  • employer superannuation guarantee obligations and defence of claims
  • closure and conversion of corporate defined benefit plans
  • superannuation and financial services disclosure.

Experience

Luke’s experience includes:

  • advising multiple trustees in respect of the Protecting Your Superannuation Package requirements
  • acting for Hostplus in respect of its Successor Fund Transfer with Club Super
  • acting for WA Super in respect of its Successor Fund Transfer with Concept One
  • acting for CSR Limited in respect of the Harwood Superannuation Fund Successor Fund Transfer
  • acting for Hostplus, Statewide, GESB and CoINVEST in respect of their custody arrangements.

Publications

01 April 2020 - Knowledge

Superannuation monthly update – March 2020

#Superannuation, Funds Management & Financial Services

In this edition, we wrap-up key news, legislation, cases and other developments in superannuation in March.

23 March 2020 - Knowledge

Superannuation payments in a time of COVID-19

#Superannuation, Funds Management & Financial Services, #COVID-19

We provide a high level overview as to what superannuation payments or claims could conceivably arise under COVID-19, or how certain payments may change.

09 March 2020 - Knowledge

Superannuation monthly update – February 2020

#Superannuation, Funds Management & Financial Services

In this edition, we wrap-up key news, legislation, cases and other developments in superannuation in February.