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.
G+T examines 2021’s public M+A transactions valued over $50 million involving ASX-listed companies. The Review provides our perspective on the trends for Australian M+A in 2021 and what that might mean for you in 2022.