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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

11 February 2019 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

The Coalition Government has agreed to take action on all 76 recommendations contained in the Royal Commission’s Final Report and, in a number of important areas, is going further, including conducting an immediate review of financial counselling services

29 January 2019 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

An SMSF accountant has been charged with multiple counts of criminal conduct and fraud after misusing investor funds, and making false and misleading statements to investors.

14 January 2019 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

Financial planners are facing a total ban on trailing commissions attaching to superannuation advice under recommendations contained in the Productivity Commission’s final report on the competitiveness and efficiency of the superannuation industry.

04 December 2018 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

The Australian Prudential Regulation Authority has been powerless in enforcing honest behaviour by superannuation funds because it does not have the legislative muscle to enforce it, the financial services royal commission has heard.

19 November 2018 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

The government made the announcement that more than $51 million would be given to pursue criminal prosecutions for financial misconduct. The Treasurer said the fund would be able to implement the findings of the commission and also act as a deterrent to misconduct in the financial services.

05 November 2018 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

If the Government wishes the Insurance in Superannuation Voluntary Code of Practice to become mandatory it has the ability to legislate the outcome, according to the Association of Superannuation Funds of Australia (ASFA).

24 October 2018 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

The corporate and prudential regulators have become culturally and intellectually captured by the banks and should be made to answer to a UK-style financial oversight committee, a forthcoming Federal Law Review paper argues.

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.