Funds management and superannuation

Our established funds management and superannuation team provides our local and international clients with responsive and solutions-focused advice.

​​​​​​​​​We have broad experience of all types of investment products including KiwiSaver, unit trusts, retail and employer sponsored superannuation, group investment funds and international schemes.

Our team acts for many of the leading New Zealand and international financial institutions as well as many employer sponsored superannuation schemes.

Our approach is multidisciplinary, combining trust, tax, securities, regulatory, corporate and other areas of expertise.

Work highlights

Financial Markets Conduct Act 2013 (FMCA) advice

  • Advising subsidiaries of Craigs Investment Partners in their roles as manager of a number of managed investment schemes (including Kiwisaver, superannuation and unit trust schemes) on the transition of those schemes to the new FMCA regulations.
  • Advising New Zealand Guardian Trust on the transition process in its role as supervisor of a large number of schemes (15) for fund manager AMP, including the appointment as supervisor for a majority (10) of those schemes, to the new FMCA regulations.
  • Advising Asteron Retirement Investment on the transition of its legacy superannuation schemes to the new FMCA regulations.
  • ​Advising the Trustees of the Meat Industry Superannuation Scheme in relation to transitioning to the new FMCA regulations.​

Bell Gully offers "an unrivalled depth of knowledge and experience in the area, which is coupled with an intense client focused ethic."

The Legal 500 Asia Pacific 2023 - Tier 2

One client remarks,"They are so professional and easy to get along with; they make it so comfortable and are always available, offering a seamless working relationship that we really appreciate."

Chambers Asia Pacific 2022 - Band 2