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Superannuation & Managed Investments
Wealth management has recently been an area of strategic development and growth in the financial services sector.
Our policy of matching our services to our client's need for commercially focussed and cost effective legal advice has meant wealth management has been one of the most significant areas of our growth, which has been achieved in association with many of Australia's leading wealth management businesses.
We have cutting edge expertise across a number of emerging issues including Anti-money Laundering and Counter-terrorism Financing Legislation, proposed changes to bring defacto relationships (including same sex relationships) under the Family Law Act, First Home owners savings accounts and changes to the Bankruptcy Act.
Areas of expertise in superannuation and managed investments are:- Advice to corporations, trustees and responsible entities concerning all aspects of superannuation and managed funds arrangements
- High-level specialist expertise with statutory superannuation boards, corporate funds, public offer funds and retirement products in the wealth management area
- Strategic advice on superannuation, investment and risk products and platforms, enhancements to existing products, outsourcing, restructuring, divestments and mergers
- Solutions to breaches or potential breaches of regulatory and legislative requirements and appropriate business platforms, structures and procedures
- Legal risk analysis
- Litigation in relation to disputed claims and entitlements
- Assisting trustees managing death and TPD claims
- Superannuation Complaints Tribunal submissions and appeals
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COMMERCIAL DISPUTES & INSOLVENCY 
