Emma specialises in corporate & commercial law, concentrating principally on the areas of superannuation, KiwiSaver, managed funds and privacy.
Emma provides advice to a variety of clients from trustees and managers to sponsoring employers of numerous retail and employment-related superannuation and KiwiSaver schemes throughout New Zealand. She also advises managers of unit trusts and PIEs on a range of issues.
Emma has presented numerous seminars to industry groups and also written superannuation-related articles for clients.
Recent experience
Emma has advised:
- ASB Group Investments on the preliminary documentation and establishment of its default KiwiSaver scheme
- on the establishment of active choice KiwiSaver schemes for ASB Group Investments; eo (a Melbourne-based client); First NZ Capital; Fisher Funds; Huljich Wealth Management; and The New Zealand Anglican Church Pension Board
- on the establishment of the ASB Cash Fund and the ASB Term Fund – tax efficient cash and term PIEs – and advising on aspects of the Crown Deeds of Nomination to extend the benefit of ASB Bank's Crown Guarantee to both products
- on the establishment and compliance of investment products including PIE and FDR structures and unit trusts for a number of clients including Huljich Wealth Management and BT, and
- a range of employer-based superannuation schemes on obtaining complying superannuation fund status, and ongoing compliance with the complying fund rules.