Rachel Tan

Solicitor
LLB(Hons) University of Auckland
BCom University of Auckland

Direct Phone: +64 9 920 8601
Email: rachel.tan@tgtlegal.com

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BACKGROUND
  • Admitted as a Barrister and Solicitor of the High Court of New Zealand 2007
  • Admitted as a Legal Practitioner of the Supreme Court of New South Wales 2015
AREAS OF SPECIALISATION
  • Superannuation
  • Financial Markets Conduct Act 2013 matters
  • Trust law
  • Personal asset planning
  • Wills and succession
  • Charitable trusts
  • Relationship property
Rachel Tan-WEB-5507-606
RELEVANT EXPERIENCE
  • Establishing private family trusts.
  • Researching and advising on the ongoing management of private family trusts.
  • Researching and advising on charitable trusts.
  • Advising on wills and succession.
  • Advising on relationship property issues.
  • Relationship property agreements and issues.
  • Advising trustees of, and employers with, existing superannuation schemes and workplace saving schemes on compliance with the Financial Markets Conduct Act 2013 and Financial Markets Conduct Regulations 2014.
  • Liaising with regulatory authorities, including the Financial Markets Authority and Companies Office.
  • Assisting superannuation schemes and workplace savings schemes with the transition to the Financial Markets Conduct Act 2013 regime and ongoing compliance with the Financial Markets Conduct Act 2013 and Financial Markets Conduct Regulations 2014.
  • Drafting and reviewing offer documents and issuer documents mandated under the Financial Markets Conduct Act 2013 and Financial Markets Conduct Regulations 2014, including product disclosure statements, statement of investment policy and objectives, other material information documents, fund updates and annual reports.
  • Advising on tax compliance and consulting.
  • Litigation of civil and criminal cases.
Contact us
+64 9 920 8660
South British Insurance Company Limited Building
Level 7
3-13 Shortland Street
Auckland 1140
New Zealand