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Simon is an
expert in the law relating to managed funds including:
 Superannuation
Unit trusts
Group investment funds and trusts
Compliance and disclosure issues
relating to investment products
Investment statements and prospectuses
Services for
clients in the financial services area have covered the establishment
of superannuation schemes for both the state and private sector and
advice on scheme design.
He has also worked on the preparation and drafting
of trust deeds and deed amendments including the interpretation of
trust deeds (including advice on benefit payments, disability claims,
investment adviser and investment product disclosure, establishment of
SAD funds, the exercise of trustees discretions, Privacy Act issues,
Human Rights Act issues and other compliance issues).
Simon prepares and reviews disclosure documents as
well as acting as an advisor for one of the suppliers for the State
Sector Retirement Savings Scheme.
Services for
clients in the Unit Trusts/Investment Industry have
covered:
Preparation of trust
deeds
Interpretation of trust deeds advice
relating to compliance issues
Investment
Statements
Prospectuses
Diverse in his expertise,
Simon not only deals with financial services but also advises clients
in all areas of the law relating to Commercial Property. His
expertise extends to all aspects of Commercial leasing and property
development, including preparation of complex agreements for sale and
purchase, unit titles, cross leases and general subdivisions and advice
on compliance and other issues.
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