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Superannuation

Simpson Grierson's Superannuation Market Group provides advice on all aspects of superannuation law. We advise on superannuation law to banks, financial institutions, trustees and employer based schemes.

We advise on superannuation law to banks, financial institutions, trustees and employer based schemes. Our advice to clients recognises the interrelationship between trust, contract and employment issues. We are experienced in the establishment, operation, modification and consolidation of superannuation schemes, including surplus distributions.

We also have considerable experience in the drafting of trust deeds and member booklets, prospectuses and investment statements for superannuation schemes.

The services we offer include matters relating to:

  • Establishment and operation of superannuation schemes

  • Superannuation Schemes Act

  • Securities Act

  • Trustee Act

  • Privacy Act

  • Human Rights Act

  • Compliance with other legislation

  • Interpretation and amendment of trust deeds

  • Duties of trustee
  • Superannuation issues which affect business acquisitions / dispositions

  • Taxation

  • Portability, including cross border issues

  • Administration

  • Investment management

  • Amalgamations

  • Winding up

  • Restructuring