Biography

    Phil is a partner in Gilbert + Tobin’s Corporate Advisory group.

    He has over 20 years’ experience specialising in superannuation law and financial services regulation.

    Phil’s practice includes investment work for superannuation trustees, M&A transactions, successor fund transfers and superannuation litigation.

    He has advised trustees of retail, industry, public sector and self-managed superannuation funds.

    Phil has a Bachelor of Laws (First Class Honours) from the University of Adelaide.

    • Advising OnePath Custodians in relation to ANZ’s sale of its wealth management business to IOOF, including a successor fund transfer of the main superannuation fund.
    • Advising industry super funds regarding new investments with domestic and international mangers.
    • Assisting the trustee of ExxonMobil Superannuation Plan regarding rectification proceedings, which were the longest running superannuation litigation in Australia.
    • Advising regarding the superannuation aspects associated with the lease the Port of Melbourne, including defined benefits.