Superannuation and Pensions

Clayton Utz's Superannuation team provides an integrated service on all superannuation needs including superannuation, pensions, trust, taxation, company, industrial and insurance law. Our fresh approach helps clients to stay competitive and avoid unnecessary risk. We are at the forefront of new developments in financial services and understand our clients' businesses and their key issues.

The Clayton Utz superannuation and pensions group is committed to giving clients, including employer-sponsors and superannuation fund trustees, practical and commercial advice which helps them avoid unnecessary risk. Our team is part of a multi-disciplinary Financial Services Group which has extensive experience in superannuation, funds management, legal compliance and group life insurance.

Our extensive experience in day-to-day superannuation matters such as successor fund transfers/fund amalgamations, fund disclosure, group life insurance, trustee duties and outsourcing arrangements is complemented by our specialist legal expertise in investment transactions and due diligence; corporate governance including trustee policies and procedures; regulatory compliance and systems; and fund remediation and compensation projects including liaising with the appropriate regulators.

We are at the forefront of new developments in financial services through our active participation in industry groups such as the Association of Superannuation Funds of Australia (ASFA) and the Investment and Financial Services Association (IFSA) , and forums and working groups reviewing the regulatory environment and other legal issues affecting the industry.

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