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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.

Recent Posts

19 May 2020 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

APRA has published its first round of fund-level data on the superannuation early release measure, reporting two weeks into the scheme, the 10 funds with the highest number of applicants had paid out a total of $4.2 billion.

06 May 2020 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

ASIC has permanently banned an ACT financial adviser over dodgy SMSF advice, and banned another from NSW for three years for failing to consider clients' best interests.

04 May 2020 - Knowledge

Superannuation monthly update – April 2020

#Superannuation, Funds Management & Financial Services

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

20 April 2020 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

The Australian Prudential Regulation Authority (APRA) has published two new frequently asked questions (FAQs) setting out its expectations for superannuation trustees on the release of benefits under the COVID-19 temporary early access to superannuation provision.

06 April 2020 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

The Association of Superannuation Funds of Australia has approached the Commonwealth and State Government seeking its case forward for recognition of superannuation funds as an essential service.

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.

27 March 2020 - Knowledge

Alternative investments with self-managed super – is this too good to be true?

#Superannuation, Funds Management & Financial Services, #Private Client Practice

Construction funding has become more restricted over the last few years, leading property developers to seek out alternative means to get projects off the ground.

23 March 2020 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

The Financial Adviser Standards and Ethics Authority (FASEA) has received enquiries relating to operation of CPD requirements resulting from current COVID-19 business disruption.

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.

24 February 2020 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

The ASFA Retirement Standard December quarter 2019 figures indicate that couples aged around 65 need to spend $62,269 per year and singles $44,146, up 0.8 per cent for each on the previous quarter.