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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.
Luke Hooper

Luke Hooper

Partner

Melbourne

More info
Kylie Wilson

Kylie Wilson

Partner

Brisbane

More info

Recent Posts

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

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.

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.

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.

11 February 2020 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

The Retirement Income Review should undertake modelling from an individual member’s perspective over a lifetime to fully capture a member’s interaction with the system, according to PwC.

28 January 2020 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

ASIC has permanently banned former financial advisor Nicholas Ellis, of Valentine, NSW, from providing financial services and engaging in credit activities. In October 2019, Mr Ellis pleaded guilty to making false or misleading statements to obtain money from clients and fraudulent misappropriation of client funds.

15 January 2020 - Knowledge

Inside track: Superannuation, Funds Management & Financial Services

#Superannuation, Funds Management & Financial Services

Self-Managed Superannuation Funds should be exempted from the Government’s new design and distribution regime