Sonja's experience includes advising administrators, trustees, employers, insurers and other service providers to the financial services industry on their obligations under superannuation and other financial services laws, anti-money laundering, and privacy law.
A background in superannuation and funds in-house compliance means Sonja understands the challenges that her clients face in relation to their various financial services obligations.
Sonja's work includes:
- drafting, negotiating and advising in relation to outsourcing contracts such as administration contracts, group life and income protection insurance, investment management and custody agreements
- advising trustees in relation to complaints from members, including death and disablement
- advising Australian and international clients in relation to their Anti-Money Laundering and Counter-Terrorism Financing and privacy obligations
- advising on all documents for superannuation product disclosure and marketing, and
- custody arrangements for a large public sector superannuation scheme.