Our superannuation & financial services team is among the most experienced in Australia.

Led by Partner Heather Gray the team includes partners Chris Lovell and David Sarkin, Consultant Andrew Fairley, Special Counsel Hedy Warren, Senior Associates Jodi Preston, Ashley Caren and Paul Faure and a number of senior lawyers. 

The team provides advice and assistance to superannuation fund trustees, employer-sponsors and other superannuation industry participants regarding:

• compliance and regulatory issues

• trust deed interpretation, reviews and amendments

• trustee duties

• successor fund and other transfers

• surpluses and deficiencies

• choice of fund

• claims and disputes, including death benefit allocations, total and permanent disability benefit claims, Superannuation Complaints Tribunal complaints and superannuation-related litigation

• fund establishments, restructures, mergers, rationalisations and closures

• superannuation issues in acquisitions and disposals

• product development

• investment, including investment management agreements, custody arrangements, direct investments, derivatives trading agreements and risk management statements and the operation of member investment choice

• member communications and disclosures, including product disclosure statements 

• licensing

• liaising with regulators regarding audits and investigations, compliance issues and queries

• family law issues, privacy and discrimination

• taxation and stamp duty issues

We also provide a comprehensive self managed superannuation fund service.

We know that technical excellence is just a starting point, so we ensure that we deliver advice that is timely, practical and cost-effective. Through actual superannuation fund board experience, we are conscious of the need for our input to add real value. We maintain regular contact with our clients, and continually provide updates regarding important legal developments which may affect them.

Online Superannuation & Financial Services Resources 
 

HRSS

Our Holding Redlich Subscription Service (HRSS) is a service which provides our clients with access to our trust deeds and pension packages whereby they can create and produce them from within their own offices.  Please contact us for pricing information and for information about how to register for the HRSS.

Super Online

Our SuperOnline service allows you to submit instructions online to establish or vary a Self Managed Superannuation Fund deed, or to replace a lost trust deed.  Also, you can order pension establishment documents for account-based and non-commutable account-based pensions, and a package to convert an allocated pension to an account-based pension.