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Geraldine Williams
|Special Counsel

Geraldine Williams has extensive experience as a funds management and financial services law specialist.

With more than 20 years experience in major law firms, Geraldine has spent the last 15 years advising participants in the wealth and funds management industry in the structuring, establishment and offering of a range of managed investment products.

Geraldine regularly advises and provides documentation in connection with financial services licensing and exemptions; promotion, distribution and disclosure issues for a broad range of financial products and services including derivatives; ASIC relief applications and other dealings with ASIC. Her funds management expertise also extends to fund mergers and terminations; capital raising and stapling involving ASX listed trusts; meetings for member approvals; regulatory and compliance advice and documentation including advice in connection with ASIC's OTC Derivative Reporting obligations.

Geraldine’s specialist financial services expertise also includes advising in connection with acquisitions and sales of business involving fund managers and financial services providers and matters pertaining to post-sale integration.

Recently Geraldine has been providing advice with respect to the future of financial advice (FOFA) reforms to a range of participants in the financial services industry. She has also been involved in assisting managed funds clients to structure complying funds for significant investor visa (SIV) applicants.

17 July 2015

The rules have been released that govern the new Significant Investor Visa (SIV) regime and introduce the Premium Investor Visa (PIV) regime. The new rules came into effect on 1 July 2015.

1 June 2015

Austrade and the Department of Immigration and Border Protection (DIBP) have announced the new framework for complying investments for significant investor visa (SIV) and premium investor visa (PIV) applications to take effect on 1 July 2015.

22 April 2015

Significant Investor Visa (Subclass 188) nominations (and invitations to lodge a formal application) will be temporarily suspended from 24 April 2015 until 30 June 2015, the Department of Immigration and Border Protection (DIBP) has announced.

6 March 2015

Austrade and the Department of Immigration and Border Protection (DIBP) are developing a new framework for the Significant Investor Program (SIV) visa, including a new Premium Investor Visa (PIV) category).

Updated 11 August 2014

The Australian financial services industry is undergoing significant reform aimed at improving the trust and confidence of Australian retail investors in the financial planning sector. The reforms are the Australian Government's response to the Parliamentary Joint Committee on Corporations and Financial Services' Inquiry into financial products and services in Australia.