Find Lawyers in Australia for Superannuation Law
Practice Area Overview
Superannuation lawyers act for superannuation funds, institutions, businesses, employers, and individuals in respect of a wide range of superannuation related issues.
Some superannuation lawyers specialise in ‘large fund’ superannuation (public offer, corporate, and public sector), while others specialise in self managed superannuation (certain funds with up to 4 members). Some superannuation lawyers practice in both sectors.
Superannuation lawyers in the large fund space typically provide advice regarding:
- compliance and regulatory matters
- governance and risk
- tax
- commercial transactions including the outsourcing of services (such as administration and custody)
- fund mergers and restructuring
- new product development (such as pension products)
- investments, including structuring, legal due diligence, ISDA agreements, and investment management agreements and mandates
- insurance, including review of policy wording, tenders, and claims
- disputes and litigation
- defined benefit, including addressing surpluses and deficits and proposals for the amendment or termination of defined benefit arrangements
- lending and the provision of financial services to superannuation funds
- the superannuation obligations of employers.
Self-managed superannuation lawyers typically provide advice to trustees and to advisers (accountants, financial advisers and other lawyers without a self managed superannuation specialisation) regarding:
- the establishment, operation, and restructuring of self-managed superannuation funds
- compliance and regulatory matters
- contribution and benefit payment strategies
- pension strategies, including the commencement and administration of pensions
- tax issues, including liaising with the Australian Taxation Office regarding disputed assessments
- enforcement action by the Australian Taxation Office, including penalties and disqualification of trustees
- investments, including the acquisition and disposal of property, structuring, borrowing, and regulatory issues
- matters arising at audit and the rectification of errors
- disputes and family law issues affecting the superannuation entitlements of members
- succession issues and planning for the disposition of death benefits
- allocation and payment of death benefits.
Self-managed superannuation lawyers often work closely with their clients’ other advisers to ensure that superannuation matters are addressed consistently with their broader estate and succession planning.
Given the wide range of areas in which superannuation clients may require assistance, superannuation lawyers require a degree of expertise across diverse practice areas, and the ability to identify where other specialist practitioners may need to be involved.
Matthew is a taxation and superannuation specialist. He works primarily with accountants, business owners, high net worth individuals and large family groups on commercial transactions, business and asset restructures, estate and succession planning and other issues involving taxation and superannuation.
Phil heads Sladen Legal’s superannuation team. He is a member (and past member) of multiple superannuation related committees, and is a regular author and presenter. He regularly liaises with the Australian Taxation Office (ATO) and Treasury in relation the implementation and administration of the superannuation laws. Phil’s clients include private business owners, accountants, financial planners, self managed superannuation fund (SMSF) trustees and high and medium net worth indiv...
Andrew has more than 40 years’ experience in superannuation, trusts, estate and succession planning. He is considered one of Australia’s pre-eminent superannuation lawyers and has been recognised in The Best Lawyers in Australia in superannuation law every year since 2012.Andrew advises on self-managed superannuation, estate and trust planning, restructuring of family trusts and companies, inter-generational wealth transfers and disputes, and philanthropy. Andrew is also experienc...
Laura is a Special Counsel in the firm's Disputes Resolution & Litigation team, specialising in the areas of family business succession, estate planning and superannuation. She has over 16 years’ experience working with private clients and family businesses in crafting and executing succession plans. Laura’s key focus is to understand each individual or families motivation for their succession planning and tailor an appropriate plan for the individual or family. Her areas of e...
Daniel is a principal in the firm’s transactions practice. He acts on mergers & acquisitions, corporate and commercial matters for a broad range of business clients, ranging from SMEs to some of the largest businesses in South Australia. He works across a variety of industry sectors, including financial services, property, energy and resources and manufacturing. Daniel regularly leads projects involving: share, asset, business and property sales and purchases; corporate structuring ...
Anne is one of Australia’s leading superannuation and financial services lawyers. Anne provides advice in relation to superannuation fund regulatory reform as well as superannuation fund product offerings, licensing, disclosure, fee arrangements and outsourcing arrangements.She is well connected to, and well known by, many superannuation and financial services industry participants. Anne has strong relationships with her clients and works hard at understanding their business, and to be ...
Peter Slegers leads Cowell Clarke’s Tax & Revenue and Agribusiness teams. Peter has more than twenty years’ experience in advising on tax and superannuation law, private and public trusts, succession planning, and supporting clients with reviews and audits from the Australian Taxation Office. Peter has also delivered comprehensive advice and guidance to clients within the agribusiness sector on matters from restructuring to succession planning. Peter recently co-authored The T...
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