Clients value my commercial and pragmatic approach. Through my experience at leading Australian law firms, I have advised trustees of profit-to-member, retail and corporate superannuation funds, as well as a range of statutory benefit schemes; sovereign wealth funds; high-net-worth individuals; family offices; and the trustees of self-managed superannuation funds.

My broader financial services expertise spans superannuation regulation, financial services law, anti-money laundering and counter-terrorism financing, and funds management.

Career highlights

• Cbus, HESTA, Hostplus, Rest and other major profit-to-member funds: Advising on a wide range of investments, mandates and co-investments across various asset classes and structures, including in infrastructure, real estate, debt, private equity and equities.
• ING Bank Australia: Leading negotiations on a major restructure of 'ING Living Super', including the renegotiation of key outsourcing agreements in relation to sponsorship and data management.
• A large superannuation fund: Undertaking a comprehensive review of investment screening policies to identify and mitigate greenwashing risk.
• A number of superannuation funds, insurers and investment managers: Advising on the implementation of major regulatory reforms, including APRA's Prudential Standard CPS 230 (Operational Risk Management) and the Financial Accountability Regime.
• Superannuation trustees and investment managers: Advising on regulatory engagement with APRA and ASIC, including breach reporting and cybersecurity incidents.
• TCorp: Advising on its investment of over US$100m in Cyan Renewables, a Singapore-based maritime operator supporting the global offshore wind industry.
• Several superannuation trustees: Updating AML/CTF programs (and related policies and templates) in response to changing business activities.
• Successor fund transfers: In a previous role, acting for a number of superannuation funds including Hostplus, Cbus and Maritime Super in connection with some of Australia's largest and most complex successor fund transfers.
• Custody agreements: In a previous role, advising a number of superannuation funds on the negotiation of their custody agreements with State Street, JP Morgan, and others.

• Superannuation trustees and FAR: Who are your significant related entities?
  

  Superannuation trustees should take proactive steps to identify their significant related entities (SREs) to ensure compliance with their obligations under FAR.

• What's needed to 'optimise the retirement phase of super'? Suggested key priorities for reform
  

  Our submission to the government's Retirement Phase of Superannuation Discussion Paper

• Preparing for the Payday Super transition
  

  Payday Super goes live on 1 July 2026, shifting super to real time. This demands system upgrades, refined processes, and stronger governance to avoid compliance and operational risks. 

• ASIC targets greenwashing with a social dimension
  

  Australia's corporate regulator has issued its second fine for greenwashing, with a focus on the social dimension.

• Should you be updating your superannuation calculator?
  

  Changes to ASIC's superannuation calculator relief come into operation on New Year's Day

• APRA's new operational risk standard finalised
  

  The Australian Prudential Regulation Authority (APRA) has released its long-awaited new cross industry prudential standard - CPS 230 Operational Risk Management (CPS 230) - to 'strengthen the management of operational risk across APRA's regulated population'.  APRA has also opened consultation on draft guidance to support implementation.  Here's what you need to know.