Pointon Partners has acted for various clients in the financial services sector including funds managers (superannuation and investment funds), insurers, financial institutions, responsible entities, financial advisors, dealer groups, accountants and private clients.
Our financial services team consists of lawyers with backgrounds in regulatory and compliance, private wealth management, superannuation and technology. As a full-service law firm, our expertise is further complimented by our commercial and tax practice led by the managing partner and leading tax advisor Tony Pointon. Tony has extensive experience acting on complex property funds, joint ventures and investment fund creation for listed entities.
We are also at the forefront of new and developing technologies in the financial services sector and assist our clients with Blockchain related transactions and FinTech start-ups. Our practice leader David Mazzeo is a board advisor to well-known Cryto Exchange in Australia and has provided advise in protection of Blockchain assets.
With a combination of our extensive experience in regulatory advisory, private wealth and taxation, and our subject matter knowledge of applicable laws under Corporations Act, the Superannuation Industry (Supervision) Act, the Income Tax Assessments Act(s), and the Competition & Consumer Act, we are able to assist our clients on various aspects of financial services matters relating to:
- AFSL and ACL advise, applications, licensing and compliance
- Managed investment schemes, investment funds and property funds
- Structuring, establishment and registration of schemes
- Dispute resolution in AFCA and courts
- Trusts
- Superannuation (including self-managed superannuation funds)
- Tax treatment of various structures including superannuation funds, managed investment trusts and attribution managed investment trusts
- Blockchain transactions and smart contracts
- Structuring, protection and taxation of digital assets
For further information please contact David Mazzeo or Tony Pointon.