Superannuation

 

The Hall & Wilcox award winning Superannuation team is considered one of the leading teams in Australia.

Focusing on both private and public offer superannuation, the team has the knowledge and experience to advise on all aspects of superannuation law, including

  • fund operation, compliance and regulation
  • fund mergers
  • investments
  • self-managed superannuation funds
  • professional trustees
  • defined benefit funds, and
  • governance.

Key Contact

Heather advises on all regulatory, compliance, investment, tax and contractual issues, as well as acting in connection with disputes,...

Related Thinking

Thinking| 24 Dec 2019

ASIC’s draft guidance on design and distribution obligations released

In this article, we outline briefly draft regulatory guidance released by ASIC relating to design and distribution obligations (DDO) that will come into effect for financial product issuers and distributors on 5 April 2021, and offer some reflections on some interesting positions taken by ASIC.

Thinking| 19 Dec 2019

Financial Services in Focus – Issue 34

Financial Services in Focus is a fortnightly round-up of legal and regulatory developments in the financial services sector in Australia. Read more here.

Thinking| 05 Dec 2019

ASIC releases updated RG 97 regarding fees and costs disclosure requirements for superannuation products and collective investment products

In this article, we outline briefly changes to fees and costs disclosure requirements for superannuation products and collective investment products implemented by ASIC Corporations (Disclosure of Fees and Costs) Instrument 2019/1070 (Instrument 2019/1070) and as explained under a revised new Regulatory Guide 97 Disclosing fees and costs in PDSs and periodic statements (RG 97).

Thinking| 27 Nov 2019

Financial Services in Focus – Issue 33

Financial Services in Focus is a fortnightly round-up of legal and regulatory developments in the financial services sector in Australia. Read more here.