I champion the delivery of first rate thinking in all aspects of my profession.

Sue in 60 seconds

Sue is an expert in all aspects of superannuation from constituent documents, insurance and investment arrangements through to benefit design and member communication. Her special interest is in corporate and prudential governance from the Board room through to the Prudential Policies and from Risk Management through to compliance.

Sue has over 25 years experience in the Financial Services industry practising in Australia and for a short period in the US. She has private practice experience as well as leading in-house legal teams at Mercer and at CBA. Sue specialises in superannuation and has a Masters of Taxation and is CPA qualified, and completed a Diploma with the AICD in 2004.

Sue's goal is to help clients identify their need for legal advice and provide the advice that meets their needs.  Good communication skills help Sue understand a client's requirements, business acumen helps her position client needs within the relevant context. The extent of Sue's experience helps her deliver legal advice in a commercial and practical format.

Qualifications

  • LLM Tax (Sydney)
    B Ec. LLB (Macquarie)

    International experience

    Sue previously worked at March & McLennan in Washington DC.

Industry associations

  • Law Society NSW
  • AICD
  • CPA
  • ASFA
  • AIST
  • GIA

Sue's Recent Insights

The Monthly Wrap Up – April 2017

  • 03 May 2017

ASIC updates FAQs on fees and costs disclosureOn 27 April 2017 ASIC updated its FAQs on fees and costs disclosure. The updates are to questions 9 to 13, which concern disclosure of performance fees...

ASIC releases guide on risk management systems – how will responsible entities be impacted?

  • 10 Apr 2017

On 27 March 2017 ASIC released Regulatory Guide 259: Risk management systems of responsible entities (RG 259). RG 259 provides guidance for responsible entities (REs) on how to comply with their AF...

Insurance in Superannuation: The latest developments for fund trustees

  • 15 Dec 2016

How superannuation trustees offer insurance to their fund members has been impacted by four significant developments that occurred in the second half of 2016.These developments occurred in an envir...

THE WRAP - DECEMBER 2016

  • 13 Dec 2016

In this specially-themed edition of The Wrap we consider how innovation as a concept is driving different initiatives in the financial services industry. Innovation has become a commonly ...