Expertise

Industries

  • Superannuation
  • Funds Management (including managed investment schemes, MDAs and IDPSs)
  • Financial Planning/Advice (including accountants seeking a limited AFSL)

Clients

  • Trustees
  • Responsible Entities
  • MDA Operators
  • Advisers/Dealer Groups/Accountants

Current areas of demand

At the moment we are experiencing demand in the following areas:

  • On-going advice on the FoFA reforms
  • Advice on board governance
  • Accountants seeking limited Australian Financial Services Licences
  • Applications to vary AFSL authorisations (to broaden existing authorisations)
  • Litigation involving insured disablement benefits in superannuation funds
  • Litigation involving the calculation of benefits (typically involving the definition of “salary”) in defined benefit funds

Some recent exciting engagements

  • Establishing a new asset management business
  • Simplifying the approach to Product Disclosure Statements for a client with a large suite of products
  • Creative use of the law and class order relief in providing projections
  • Developing new pension products
  • Assisting a range of clients with a streamlined approach to reviewing Family Law Orders
  • Helping clients navigate the risks associated with social media engagement
  • Structuring remuneration arrangements to comply with FoFA
  • Advising on a range of investment related agreements including agreements dealing with direct investments by a large superannuation fund (direct equity and off-shore investments); securities lending agreement; subscription agreement
  • Advising on ‘SRI’ and ‘ESG’ related issues
  • Assisting with implementation of a direct investment platform including developing on line terms and conditions; management of corporate actions, and consideration of disclosures of accessible financial products (including processes for ensuring fund members have access to up to date disclosures)
  • Providing advice on trustee liability and indemnity issues (arising from agreements and the trust deed)
  • Assisting with review of board structure including reviewing trustee constitution to accommodate the revised structure and enhanced board review and renewal processes
  • Reviewing risk profiling and other investment related online tools and services

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