HOW WE CAN HELP

Superannuation funds are significant and sophisticated financial institutions. They are entitled to legal advice which is best-of-breed and tailored to the unique requirements of the industry.

Our superannuation team advises on the full spectrum of legal issues that arise for superannuation funds and other participants in the superannuation sector.

Our experience spans advisory work on superannuation law through to fund mergers, investments, tax, technology vendor agreements, cyber issues, breach reporting and remediation, regulatory investigations, and litigation.

Our advice is underpinned by our deep understanding of the superannuation industry. Our lawyers have lived experience navigating the operational and commercial realities within superannuation funds, competitive pressures, internal governance structures and relationships with regulators – including time working within the industry.

Our superannuation clients access specialised advice from leading practitioners in every relevant domain, ensuring tailored guidance without overlooking industry-specific issues. This is critically important when advising on investment transactions, technology agreements, and other commercial agreements for the superannuation sector, because of the unique requirements of superannuation funds.

We are here to alleviate the pressures on inhouse legal teams, providing genuine peace of mind to inhouse lawyers, fund executives, and trustee boards. Our advice is solutions-focused, pragmatic, and plainly expressed.

SUPERANNUATION EXPERIENCE
IOOF

On the $975 million acquisition of ANZ’s One Path Pensions and Investments and aligned dealer groups businesses and related capital raising.

KKR

On the proposed acquisition of a 55% interest in Colonial First State and establishment of a joint venture with Commonwealth Bank of Australia.

Aon

On the Australian aspects of the US$30 billion merger with Willis, Towers Watson.

Aware Super

On the consortium’s $3.5 billion acquisition of Vocus Group Limited by scheme of arrangement.

PowAR consortium

On the $3 billion acquisition of Tilt Renewables by scheme of arrangement.

BGH consortium (BGH Capital, AustralianSuper and Rod Jones)

On the $2.1 billion acquisition of Navitas by scheme of arrangement, the largest take private by an Australian PE fund.

IFM Investors

Numerous acquisitions/investments including Zuuse, My Plan Manager, Collette, ISGM, and Endeavour Learning Group.

Qantas Superannuation

Numerous matters including investments, regulatory matters and restructures.

NGS Super

Regarding various investments in Australia and overseas.

SUPERANNUATION CONTACTS