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.

Overview

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 multidisciplinary Financial Services Group which has extensive experience in superannuation, funds management, legal compliance and group life insurance.

Experience

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.

Our team to support you

Toolkits

Insights
The Scam Prevention Framework is now here – and more work on the way
17 Feb 2025 | Article
Read Insights
Insurance in super – a continuing focus for ASIC and superannuation trustees
17 Feb 2025 | Article
Read Insights
Regulators raise alarm on super fund liquidity management and unlisted asset valuations
10 Feb 2025 | Article
Read Insights
Super scams: ASIC's warning to trustees
31 Jan 2025 | Article
Read Insights
Retail private credit funds, customer claims handling, unsuitable superannuation advice front of mind for ASIC in 2025
30 Jan 2025 | Article
Read Insights
AML/CTF and Buy Now Pay Later reforms pass overnight: What you need to know
29 Nov 2024 | Article
Read Insights
ASIC’s enforcement priorities for 2025 – some new and some renewed
27 Nov 2024 | Article
Read Insights
APRA intensifies supervision of fund level expenditure for RSE licensees
8 Nov 2024 | Article
Read Insights
Scam Prevention Framework consultation under way
16 Sep 2024 | Article
Read Insights
Financial Accountability Regime: ASIC and APRA issue final rules and information for insurers and superannuation providers
18 Jul 2024 | Article
Read Insights
ASIC reviews trustee progress on advice fee deduction reforms
23 May 2024 | Article
Read Insights
New mandatory climate reporting laws one step closer
10 Apr 2024 | Article
Read Insights