Varun Bhatia Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

My practice focuses on funds, superannuation and financial services. I work closely with superannuation funds, financial institutions and a range of clients in relation to compliance with the Australian superannuation regulatory regime.

London, United Kingdom

I focused on all aspects of Cayman Islands law, specialising in the establishment and maintenance of hedge funds, private equity funds and other alternative investment funds. I also advised on the regulatory aspects of Cayman Islands investment vehicles.

Melbourne, Australia

• I gained experience in a diverse range of corporate and commercial related issues, specialising in advising clients in the financial services sector. My significant matters have involved:
• advising superannuation funds on compliance with superannuation legislation and trust law;
• regulation and legislative compliance, in particular, the financial services licensing and investor disclosure aspects of the Corporations Act and on all aspects of superannuation;
• drafting trust deed and contractual amendments to reflect changes in product and benefit design of superannuation product;
• advice on fund documentation including trust deeds, investment management agreements, custodian agreements, administration services agreements and other outsourcing arrangements;
• advising in relation to fund mergers;

Melbourne, Australia

Melbourne, Australia

I was seconded to the in-house legal team at NAB Wealth to assist on a project relating to the implementation of MySuper related changes for the Plum Superannuation Fund.

Melbourne, Australia

• I was seconded to the in-house legal team at Mercer to assist in the implementation of their MySuper product for the Mercer Super Trust. The role and responsibilities included:
• advising on compliance with the Stronger Super reforms;
• reviewing and amending the governing rules in respect of participating employer-sponsored plans to ensure new investment and insurance arrangements were accurately reflected;
• advising on the transfer of assets into the fund; and
• drafting and reviewing external communications and financial services disclosure documents.

Bachelor Of Laws (Hons.)/Bachelor Of Commerce, Commercial Law, Accounting, First Class (H1) Honours

Diploma Of Superannuation, Superannuation