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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

23 April 2018 - Blog

What's News in Superannuation, Financial Services? – 23 April 2018

#Superannuation, Funds Management & Financial Services

Boosting penalties to protect Australian consumers from corporate and financial misconduct TREASURY – 20 April 2018 - The Turnbull Government is strengthening criminal and civil penalties for corporate misconduct and boosting the powers of the ASIC to protect Australian consumers...

10 April 2018 - Blog

What's News in Superannuation, Funds Management & Financial Services? - 10 April 2018

#Superannuation, Funds Management & Financial Services

In the media Spotlight on financial elder abuse MEDIA – 06 April 2018 - While financial advisers are among those best placed to identify instances of financial elder abuse, cases are continually...

26 March 2018 - Blog

What's News in Superannuation, Funds Management & Financial Services? - 26 March 2018

#Superannuation, Funds Management & Financial Services

In the media Did advisers use super choice to protect trails? MEDIA – 22 March 2018 - The Australian Securities and Investments Commission (ASIC) has confirmed that it has investigated allegations t...