Paul Callaghan

I am a commercial lawyer with extensive experience in the Australian superannuation, funds management, financial services and wealth management industries. My principal areas of practice have been in these areas, together with related corporate and commercial matters. Skills and experience include: Involvement in a wide range of trust matters and corporate and commercial transactions (including acquisitions and custody, administration, licensing and similar documents). Extensive practical and technical experience in all facets of Australian wealth management and financial services law. Advising Responsible Entities, trustees and insurers (and relevant boards), as well as service providers to regulated entities (such as administrators and custodians), and assisting in providing solutions to technical, regulatory and governance issues. Presentation and preparation of Board papers; the majority of these dealt with matters of some complexity and often involved the balancing of commercial considerations with the interests of members, shareholders or unitholders. This also involved the recording and evidencing the decisions of these entities by drafting of Minutes and resolutions. Extensive liaison with relevant Australian regulatory authorities in relation to prudential and compliance matters. Providing solutions to regulatory issues such as portability issues, SPS 230 and CPS 230 requirements. Drafting and adoption of Board Charters and policies and advising various governance bodies such as risk and compliance committees as to processes and procedures to be followed. Participation in continuing legal education programs as a presenter and various committees and industry working groups.

Details can be provided on request.

• Solicitor, Supreme Court of Queensland, 1984
• Barrister and Solicitor, High Court of Australia, 1986
• Barrister and Solicitor, Supreme Court of Western Australia, 2000
• Legal Practitioner (Roll of Solicitors), Supreme Court of New South Wales, 2000
• Notary Public, Supreme Court of New South Wales, 2007

• Contributing editor for over 6 years of the Australian Encyclopaedia of Forms and Precedents- Superannuation title.
• Contributed to a wide range of leading professional journals.
• Member of the Law Society, NSW.
• Notary Public.

• Barrister and Solicitor of the High Court
• Australian Legal Practitioner