Herbert Geer’s Superannuation team acts for some of Australia's largest public offer, industry and corporate superannuation funds. Our team has advised these clients in all aspects of their business, from regulatory advice, new product developments, superannuation litigation, to all aspects of commercial transactions including acting in some of the most prominent investments made by superannuation funds. Our team is ready and experienced to partner with you in all new developments in the industry.
The challenges facing employers is to ensure that they firstly discharge their minimum superannuation guarantee obligations comply with applicable modern award requirements and now Choice of Fund requirements. Employers can also ensure that superannuation remains a valuable employee entitlement by enhancing benefits.
We assist employer clients in satisfying their Choice of Fund and superannuation guarantee obligations through the provision of relevant advice, contract negotiation and benefit structuring. We also work with other service providers such as actuaries to achieve these goals. We assist employers in either establishing new superannuation plans or closing plans and transferring members to new arrangements.
Clients are also assisted in identifying and solving complex superannuation issues during mergers and acquisitions. These include identification of defined benefit liabilities and provision of equivalent benefit options including insurance and contribution levels.
Principal areas of practice
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Public offer applications and advice
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Directors duties and board corporate governance
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Superannuation litigation (including fraud investigations)
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Administration agreements and self-administration agreements
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Custody agreements and arrangements
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Investment management agreements and mandate reviews
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Advice on investment structures (direct and indirect) and jointventures
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AFSL and RSE licence advice
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Compliance advice and corporate governance
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Due diligence in mergers and acquisitions
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Successor fund advice and mergers
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Product development and design
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Review of disclosure and reporting documentation
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Website and electronic commerce initiatives
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Insurance advice and review of benefit arrangements
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Advice on defined benefit arrangements
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Advice on surplus distributions and litigation
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Liaising with regulators on prudential, disclosure licensingissues
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Advice on self-managed superannuation funds
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Financial Services Reform Act advice
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Family Law Act superannuation advice
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Advice on Anti-Money Laundering and Counter TerrorismFunding
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Advice on all aspects of managed investment schemes