Superannuation & Wealth Management

Thomson Geer acts for some of Australia’s largest public offer, industry, government, and corporate superannuation funds.

We advise and assist our clients on all matters including taxation and trusts laws, funds management issues, establishing and operating superannuation funds, retail and wholesale managed investment schemes, industrial laws, general commercial issues, and all types of domestic and international pooled and direct investments including infrastructure.

Our clients include industry, corporate and public sector superannuation funds, trustee companies, retail and wholesale investment providers, employers, administrators, financial institutions, and financial advisers.

Our services include:

  • Administration and self-administration agreements
  • Advice on defined benefit arrangements
  • AFSL advice and variations
  • Anti-Money Laundering and Counter Terrorism Financing advice
  • Commercial agreements
  • Compliance and regulatory issues
  • Custody agreements and arrangements
  • Directors duties and board corporate governance
  • Fund design, establishment, restructure, and closure
  • Insurance policy reviews and negotiation
  • Investment structures (direct and indirect) and joint ventures
  • Liaising with regulators on prudential or disclosure issues
  • Mergers and acquisitions
  • Product development and design
  • Prudential standards, contributions, and benefit payment standards
  • Public offer, MySuper, and RSE applications and advice
  • Review of disclosure and reporting documentation
  • Self-managed superannuation funds
  • Successor fund transfers
  • Superannuation guarantee advice and litigation
  • Taxation treatment, and tax benefits
  • Website and electronic commerce initiatives

Key Contacts

George Hodson, Partner, Thomson Geer
Jeffrey Chang, Partner, Thomson Geer
Philip de Haan, Partner, Thomson Geer
Philip Byrnes, Partner, Thomson Geer