Lisa Maybury
Clayton Utz
Lisa is a highly skilled and experienced legal practitioner and corporate governance professional with more than 15 years advising large Australian and foreign financial institutions on complex financial services regulatory and transactional matters.
Since joining Clayton Utz in 2022, she has advised on a broad range of regulatory issues including licensing, conduct, design and distribution obligations, and outsourcing arrangements including custody, administration and investment management agreements for both superannuation and non-superannuation entities. Lisa has also advised on the structuring and set up of managed funds and on financial product rationalisation and simplification.
Lisa's prior experience includes advising AFS Licensees, Superannuation Trustees, IDPS Operators, Responsible Entities of Managed Investment Schemes and life insurers on the application and implementation of complex regulatory change initiatives (including reforms arising from the Royal Commission into Banking and Financial Services, conflicted remuneration reforms, and fee and cost disclosure reforms impacting the superannuation and managed funds sector).
Lisa's experience, knowledge and expertise across the entire wealth chain makes her an invaluable member of the Banking and Financial Services team at Clayton Utz.
AXA IM Alts: Advised on the establishment of its Australian build-to-rent (BTR) affordable housing fund, securing A$100 million investment from the Clean Energy Finance Corporation (CEFC), bringing total equity commitments to A$320 million. AXA's BTR strategy is set to deliver up to 3,000 apartments, with more than half dedicated to affordable housing for key workers in Sydney, Melbourne, and Brisbane.
Insignia: Advised in respect to the 'harmonisation' and rationalisation of over 60 managed investment schemes that forms part of the broader group simplification and transformation initiative of Insignia.
Superannuation Trustee: Advised a major retail superannuation trustee in respect to the appointment of the superannuation fund's administrator, including consideration of APRA outsourcing standards, including SPS 231 and upcoming CPS 230 obligations.
Insignia: Advised Insignia's superannuation trustee and responsible entities in relation to the entry into new custody arrangements with BNP.
Life Insurance Product and Distribution arrangements: Led the drafting and negotiation of contractual arrangements which established a new partnership arrangement between two large Australian life insurance companies to launch and distribute a new life insurance product.
AMP / Buy back and other arrangements: Advised AMP on all aspects of financial services regulation and acted on numerous transactions including Buyer of Last Resort, on-sell and transfer of financial planning books.
NAB / RG 97 implementation: Acted as the lead legal adviser for NAB on the implementation of ASIC RG 97 regulatory reform which impacted the entire NAB Wealth Business.
Trusts / Time critical advice delivering key commercial objectives: Advised a large banking institution on a highly critical time basis in relation to the termination of a number of trusts, resulting in the return of more than $50 million in capital to the institution.