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  • Michelle Levy

    Partner
    Sydney
    T: +61 2 9296 2437
    M: +61 407 890 715
 

 Professional Biography

 

  • Michelle Levy is a Partner in the Sydney office of King & Wood Mallesons who specialises in superannuation, life insurance, distribution and financial services law. She also advises on the taxation of superannuation, life insurance and trusts. Michelle works for major superannuation trustees, banks and life companies. She also works for industry funds and large corporate funds.
 

 Experience

 
  • 1988: Bachelor of Arts, University of Sydney
  • 1994: Bachelor of Laws, University of New South Wales
  • 1995 - 2002: Solicitor/Senior Associate, Mallesons Stephen Jaques
  • 2002 - 2003: Partner, Gadens Lawyers
  • 2003 - 2004: Consultant, Mallesons Stephen Jaques
  • 2005: Partner, Mallesons Stephen Jaques
  • 2012:: Partner, King & Wood Mallesons
  • Michelle is a regular contributor to various journals and publications including Financial Services Newsletter and the Superannuation Law Bulletin. She has also presented at many seminars. Michelle also contributes to client publications.
  • Michelle is a regular contributor to various journals and publications including Financial Services Newsletter and the Superannuation Law Bulletin. She has also presented at many seminars. Michelle also contributes to client publications.
 

 Recent Matters

 
  • Michelle's recent experience includes
  • Regulatory, trust, and tax advice for superannuation funds
  • Regulatory and tax advice for life companies
  • Product design and implementation for superannuation funds and life companies
  • Licensing and disclosure advice and other FSR work
  • Fund mergers and other product rationalisations
  • Unit pricing errors
  • Agreements for the distribution of financial products
  • Part 9 transfers
 

 Professional Memberships

 
  • Law Council of Australia Superannuation Committee
  • Investment & Financial Services Association - Michelle has been a member of a number of working groups.
  • Association of Superannuation Funds in Australia - Michelle is a member of the Best Practice working group.