Angela is a senior solicitor in our Funds, KiwiSaver and superannuation team, specialising in superannuation, KiwiSaver, managed funds and securities law.
Angela acts for the trustees and managers of numerous major workplace savings, KiwiSaver and other retirement schemes throughout New Zealand.
Angela delivers tailored and practical solutions, achieved by her focus on understanding her clients' businesses, their needs and expectations.
Angela has advised:
trustees, managers and sponsoring employers of employer-related restricted workplace savings schemes and complying superannuation funds on ongoing legislative developments
on scheme amalgamations under transitional enabling provisions in the FMCA
on pension commutation and member cash-out offers
trustees on exercises of discretion concerning benefit payments, and employers on strategic scheme improvements (for example, the introduction of member investment choice)
trustees on master trust solutions for small-scale pensions-based and other defined benefit schemes
on a wide range of client schemes' disclosure, reporting and member communication materials, and
on general compliance with the FMCA and the Financial Markets Conduct Regulations 2014.