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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

09 October 2018 - Knowledge

What's News in Superannuation, Funds Management & Financial Services? - 9 October 2018

#Superannuation, Funds Management & Financial Services

Australians aged 65 to 74 with superannuation balances under $300,000, under new draft legislation, will be able to make voluntary super contributions for 12 months from the end of the financial year in which they last met the work test.

24 September 2018 - Knowledge

What's News in Superannuation, Funds Management & Financial Services - 24 September 2018

#Superannuation, Funds Management & Financial Services

ASIC has extended to 30 September 2019 licensing relief for foreign financial services providers (FFSPs) to allow them to provide financial services to Australian wholesale clients without needing to hold an Australian financial services licence.

10 September 2018 - Knowledge

What's News in Superannuation, Funds Management & Financial Services? – 10 September 2018

#Superannuation, Funds Management & Financial Services

The role of the financial adviser is changing due to increased client expectations and technological advances, Macquarie said in its 2018 Accounting and Financial Services Benchmarking Report.

27 August 2018 - Knowledge

What's News in Superannuation, Funds Management & Financial Services? – 27 August 2018

#Superannuation, Funds Management & Financial Services

The Minister for Revenue and Financial Services has launched the 2018 National Financial Capability Strategy at an event at Parliament House in Canberra. The 2018 National Financial Capability Strategy was formed from a consultation process that included over 145 submissions from stakeholders and replaces the 2014-2017 National Financial Literacy Strategy.

15 August 2018 - Knowledge

What's News in Superannuation, Funds Management & Financial Services? – 15 August 2018

#Superannuation, Funds Management & Financial Services

Vertically-integrated structures and their impact on bank-owned superannuation structures have been heavily scrutinised in hearings of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry.

01 August 2018 - Knowledge

What's News in Superannuation, Funds Management & Financial Services? – 1 August 2018

#Superannuation, Funds Management & Financial Services

Industry superannuation funds should not be required to cross-subsidise financial planners and others who appear before the newly-constituted Australian Financial Complaints Authority (AFCA), according to the Australian Institute of Superannuation Trustees (AIST).

18 July 2018 - Knowledge

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

#Superannuation, Funds Management & Financial Services

The Federal Government’s move make insurance inside superannuation “opt-in” for under 25s is too broad and could leave millions of Australians excluded from default insurance, according to Industry Super Australia.

04 July 2018 - Knowledge

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 - Knowledge

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 - Knowledge

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...

30 May 2018 - Knowledge

APRA expects more of superannuation trustees – related parties and outsourcing

#Superannuation, Funds Management & Financial Services

APRA has notified RSE licensees of its findings and recommendations following its review of related party arrangements in the industry. Licensees should review their related party arrangements and processes and expect further regulatory attention in this area.

23 May 2018 - Knowledge

What's News in Superannuation, Funds Management & Financial Services? – 23 May 2018

#Superannuation, Funds Management & Financial Services

Helping make your super work harder in retirement: TREASURY - 17 May 2018 - The Turnbull Government is progressing reforms announced in the 2018-19 Budget to secure the retirement incomes of Australians and improve their standard of living in retirement.