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Managed investment schemes (including workplace savings and KiwiSaver)

Simpson Grierson has a long-established managed investment scheme practice, with particular expertise in workplace savings schemes.

We advise retail and wholesale managed investment schemes generally, as well as advising some of New Zealand's largest workplace savings scheme providers, including schemes for the staff of Westpac and Accident Compensation Corporation.

Our managed investment scheme experience includes establishment, governance considerations, regulated offers, licensing, and ongoing compliance. 

Our workplace savings scheme experience covers the full lifecycle, including for defined contribution schemes, complying superannuation funds, defined benefit/pension schemes, and other employer-based superannuation schemes.

We also advise on everyday administrative and regulatory issues, including in the areas of financial markets law, financial advice regime, trustee duties, and dispute resolution. We regularly advise on workplace savings issues in merger, acquisition, disposition, and liquidation arrangements.

We recognise that workplace savings issues will often have wider legal elements to them. Our experts work closely with our other specialist practice areas across the firm, particularly employment and tax.

Examples of our work

  • PMG Property Funds Management - establishment, licensing, regulated offers, ongoing compliance
  • Inland Revenue - principal external legal adviser on the introduction of KiwiSaver
  • Accident Compensation Corporation - establishment of a complying Superannuation Fund, regulated offers (managed fund), ongoing compliance
  • BP Oil New Zealand - trust deed amendment and ongoing compliance
  • Westpac New Zealand - trust deed amendment, regulated offers (managed funds), ongoing compliance
  • HSBC - transfer to master trust
  • New Zealand Steel Pension Fund - trust deed amendment, ongoing compliance