Sarah Yu

Sarah Yu is a partner in the King & Wood Mallesons M&A group in Sydney specialising in superannuation and life insurance.  

With over 23 years’ experience, Sarah has assisted major banks and wealth management institutions, life insurers, retail, industry and corporate superannuation funds navigate complex of financial services issues. 

  • Transactions – assisting major banks and wealth management institutions with mergers and acquisitions.
  • Governance – all aspects of governance including board policies, delegations, director liability, director duties.
  • Outsourcing - including advising on custody, administration and investment managements.
  • Product lifecycle – advising on complex life insurance products and establishing, changing and terminating superannuation funds and products.
  • Successor fund transfers – inbound and outbound successor fund transfers.
  • Regulatory and disclosure - relating to review of regulated documents, RSE and AFSL licensing, MySuper authorisations and APRA approvals and relief.
  • Disputes – from complaints to litigation.
  • Employers – employers superannuation issues including superannuation guarantee liabilities.

Sarah has been recognised as a leading lawyer in Best Lawyers for Superannuation (2013 – 2020) and Financial Institutions (2016 – 2020).

Experience

  • 1995: Bachelor of Laws, Bachelor of Science, Australian National University
  • 2017: Management Acceleration Programme, INSEAD
  • 2018: Company Directors Course, AICD
  • 2019: Regulation, LSE Executive Education, The London School of Economics.

Location

Legal insights

This article was written by Astrid Sugden, Travis Toemoe, Mandy Tsang, Chloe Walker and Sarah Yu. This alert provides key takeaways and our in-depth analysis of some of the proposed...

18 February 2020

The package of proposed legislation includes a draft bill (Bill) and regulations which make important changes to the Australian financial services licence (AFSL) regime for APRA-regulated...

14 February 2020

Released for consultation by the Treasurer on 31 January 2020, the “ongoing fee arrangements” and “disclosure of lack of independence” Schedules to the exposure draft Bill that will make ...

12 February 2020

The proposed Hawking of Financial Products Bill introduces a general prohibition on the offer for sale, issue or transfer of financial products to retail clients arising from “unsolicited contact” by...

12 February 2020

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