Superannuation & Funds Management

Our superannuation & funds management team is among the most experienced in Australia.

Led by Partner Jenny Willcocks, the team includes partners Chris Lovell and Paul Faure, Special Counsel Hedy Warren, Senior Associates Sean Costello and Ravi Jayemanne 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 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.