As part of the financial services landscape, superannuation operates in a complex environment of shifting tax, prudential regulation and compliance.  Depending on the type of superannuation entity, its regulation may be overseen by APRA, ASIC, the ATO or all three.

Our team of professionals has considerable technical expertise in all aspects of the industry. We can advise on the law affecting superannuation entities and provide you with the benefit of our experience through our recommendations on the likely impact of any legal and industry developments.

The Hall & Wilcox Superannuation team provide advice across the full range of regulatory and compliance issues, including:

• providing trust law, governance and regulatory advice to, and preparing fund documentation for, public offer superannuation funds and pooled superannuation trusts;
• advising on statutory and prudential regulation, risk management and development of compliance programs;
• commercial transactions for trustees of superannuation funds, including fund mergers and successor fund transfers;
• drafting and negotiating investment arrangements and conducting due diligence of private equity arrangements;
• reviewing and advising on insurance arrangements and claims;
• preparing and reviewing disclosure documents, annual reports, periodic statements and advertising material; and
• assisting with regulatory liaison and resolution of disputes, including complaints to the Superannuation Complaints Tribunal.