Through actual superannuation fund board experience, we are conscious of the need for our input to add real value.
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.
We collaborated with the ASEAN Plus Group in their inaugural issue of this guide to map the latest state-of-play in the asset management sector across some of the regional group’s jurisdictions, including Australia.Download the guide
20 September 2021 - Knowledge
In a heated debate during the Parliamentary enquiry of common ownership of markets in Australia, the Association of Superannuation Funds of Australia has accused the committee of dealing in “conspiracy theories”.
06 September 2021 - Knowledge
A recent ASIC survey of registrable superannuation entities (trustees) about their preparedness for the new enforceable internal dispute resolution obligations has identified some important areas requiring further work.
01 September 2021 - Knowledge
In its latest corporate plan, ASIC pivots away from its ‘why not litigate’ enforcement approach and reports on its first criminal prosecution for auditing breaches. Will this impact auditors’ existing obligations?
30 August 2021 - Knowledge
We provide a quick guide to assist you with drafting or restructuring PDSs to disclose fee and costs data in compliance with the ASIC Corporations (Disclosure of Fees and Costs) Instrument 2019/1070.
23 August 2021 - Knowledge
Failure to ensure clients understand risk profile questionnaires can mean advisers fail the ‘know the client’ obligation and leave them open to a complaint, according to a report.
18 August 2021 - Knowledge
We explore the principles controlling joint legal professional privilege between a trustee and a beneficiary of a superannuation fund, and whether a representative applicant in a class action has joint privilege in legal advice with other group members.
10 August 2021 - Knowledge
ASIC has released findings about superannuation funds’ annual members’ meetings.
05 August 2021 - Knowledge
In this edition, we revisit key superannuation news, legislation and developments in July.
26 July 2021 - Knowledge
The prohibition of hawking superannuation funds only applies to offers made to retail clients, according to the corporate regulator.
13 July 2021 - Knowledge
In this edition, we revisit key superannuation news and legislative updates in June.
13 July 2021 - Knowledge
The Morrison Government will provide consumers and industry with greater certainty in relation to the insurance products that will be covered by the deferred sales model and anti-hawking regime.
29 June 2021 - Knowledge
The Morrison Government is introducing further reforms to strengthen the financial advice sector and implement recommendation 2.10 of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry – the proposed the establishment of a single disciplinary body for financial advisers.