Financial Services
Almost all working and retired Australians now have significant investments in financial products, and need to access financial services on a regular basis.
Our corporate and commercial team advises both providers and consumers of financial services in relation to important legal issues, including:
- Compliance and regulation;
- Duties of trustees;
- Succession planning;
- Interpretation of trust deeds and other relevant documents;
- Establishment and preparation of documents relating to fixed and non-fixed trusts and self managed superannuation funds;
- Taxation and revenue;
- Relationship law implications;
- Liaising with industry regulators (such as ASIC and APRA) in relation to audits, compliance issues and investigations;
Preparation of death benefit nominations;
Mediation and resolution of disputes by and between providers and consumers of financial services; and
Interpretation, review and amendment of trust deeds and other relevant documents.
Members of our team regularly speak at conferences attended by both providers and consumers of financial services.
