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  3. Lisa-Marie McKechnie

Areas of Expertise

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Lisa-Marie is a partner in our Corporate & Commercial Group and has over 28 years’ experience advising superannuation funds, life insurers and corporates on all aspects of their operations, focusing primarily on prudential regulation, data privacy, outsourcing and anti-money laundering.

Integral to the financial services legal landscape, Lisa-Marie’s expertise extends to assisting trustees and employers with complex mergers and successor fund transfers providing essential guidance and support to her clients in navigating complex regulatory environments.

 

Qualifications/Memberships

  • Bachelor of Laws (University of Melbourne)

  • Bachelor of Arts (Hons) (University of Melbourne)

  • Nationally Accredited Mediator (College of Law)

  • Member Law Society of NSW

  • Member Association of Superannuation Funds of Australia

 

A word from Lisa-Marie

Financial Services is a challenging and ever-changing industry to work in.  Regulation of the industry is complex and requires a carefully formulated team approach of client and lawyer.  Delivering tailored commercial outcomes which hit the regulatory mark is very satisfying and is one of the reasons I have long-standing relationships with my clients.

 

What Lisa's clients say

Lisa-Marie has been incredibly helpful – she explains complicated legislation in layman’s-terms and uses her experience to make sure we understand the real-life impact - Risk and Compliance Manager

 

Career highlights

  • Finalist 2022 Lawyers Weekly Banking and Finance Team of the Year

  • Winner 2021 Lawyers Weekly Banking and Finance Team of the Year

  • Designed and presented Director training on the key requirements of the Financial Accountability Regime for Australian Unity, First Super, Hostplus and UniSuper

  • Joint Fund legal adviser to Sunsuper and QSuper on the merger to form $200 billion fund Australian Retirement Trust

  • Advised Hostplus on the insurance transitions for the successor fund transfers of InTrust Super, Club Super and Statewide Super to Hostplus

 

Specific area of focus

  • Superannuation product advice and disclosure (including fee and costs)

  • Outsourcing arrangements for superannuation funds including life insurance, custodial, administration and Information technology

  • Superannuation complaints (including insurance claims and complaints to the superannuation funds, AFCA and State Administrative Tribunals)

  • Regulatory compliance and uplift including for FAR, CPS 230 - Operational Resilience and other Prudential regulation uplifts

  • Regulatory investigations and requisitions from APRA and ASIC

  • Privacy and Data Protection for all APRA regulated entities