Select Publications
Books
, 2022, A Sourcebook on Equity and Trusts in Australia, Cambridge University Press
, 2019, A Sourcebook on Equity and Trusts in Australia, Cambridge University Press, http://dx.doi.org/10.1017/CBO9781107445499
, 2016, A Sourcebook on Equity and Trusts in Australia, Cambridge University Press
Book Chapters
, 2023, 'Regulating the investment activities of Australian charities', in Governance and Regulation of Charities: International and Comparative Perspectives, Edward Elgar, pp. 228 - 251, http://dx.doi.org/10.4337/9781035310746.00017
, 2020, 'The Pension Fund as a ‘Virtual’ Institution', in Agnew S; Davies P; Mitchell C (ed.), Pensions. Law, Policy and Practice, pp. 111 - 125, https://www.bloomsbury.com/us/pensions-9781509922727/
, 2019, 'Introduction: Is Statutory Interpretation in Private Law Distinctive?', in Vines P; Donald S (ed.), Statutory Interpretation in Private Law, Federation Press, Sydney, pp. 2 - 14, https://www.federationpress.com.au/bookstore/book.asp?isbn=9781760022051
, 2018, 'Climate Change and fiduciary investors: weathering a disaster scenario', in Research Handbook on Climate Disaster Law Barriers and Opportunities, Edward Elgar Publishing, pp. 366 - 366, http://dx.doi.org/10.4337/9781786430038.00030
Edited Books
Vines P; Donald S, (ed.), 2019, Statutory Interpretation in Private Law, Federation Press, Sydney, https://www.federationpress.com.au/bookstore/book.asp?isbn=9781760022051
Donald S; Butler Beatty L, (ed.), 2017, The evolving role of trust in superannuation, Federation Press, Sydney, http://www.federationpress.com.au/bookstore/book.asp?isbn=9781760021597
Journal articles
, 2023, 'Section 52(12) of the SIS Act - The Forgotten Covenant', Company and Securities Law Journal, pp. 378 - 392, https://anzlaw.thomsonreuters.com/Document/I37c719b3ddce11edb183807a10a6bf50/View/FullText.html?navigationPath=Search%2Fv1%2Fresults%2Fnavigation%2Fi0ad740120000018f2d2509f38faeb45a%3Fppcid%3D1cbfcd912efb41aba519ba027ba3ccd4%26Nav%3DAUNZ_ANALYTICAL%26fragmentIdentifier%3DI37c719b3ddce11edb183807a10a6bf50%26parentRank%3D0%26startIndex%3D1%26contextData%3D%2528sc.Default%2529%26transitionType%3DSearchItem&listSource=Search&listPageSource=f4ea35317e58f1ef05c761e1ba505c75&list=AUNZ_ANALYTICAL&rank=22&sessionScopeId=e49c95d6b1eb80bc005ed1f3ad0229208c2ccca2b25497f35fe623110a803621&ppcid=1cbfcd912efb41aba519ba027ba3ccd4&originationContext=Search%20Result&transitionType=SearchItem&contextData=(sc.Default)&comp=wlau
, 2023, 'Prudential Regulation and Climate Change', ex/ante, pp. 4 - 18, http://dx.doi.org/10.3256/978-3-03929-033-8_02
, 2022, 'On Process, Culture and “Systematic” Wrongdoing by Companies: Ruminations on Recent Financial Services Cases', Company and Securities Law Journal, 39, pp. 148 - 159
, 2022, 'Modern challenges to the prudence expected of pension fund trustees', King's Law Journal, http://dx.doi.org/10.1080/09615768.2022.2034593
, 2021, 'Between a rock and a hot place; super fund trusteeship at the coalface', Australian Superannuation Law Bulletin, 32, pp. 171 - 178
, 2021, 'Regulating for Loyalty in the Financial Services Industry', Company and Securities Law Journal, pp. 355 - 373
, 2020, 'Parallel streams? The roles of contract, trust, tort and statute in superannuation funds and managed investment schemes', Journal of Equity, 14, pp. 151 - 179
, 2020, 'The Pension Trust: Fit For Purpose?', Modern Law Review, 82, pp. 800 - 832, http://dx.doi.org/10.1111/1468-2230.12438
, 2020, 'Regulating Superannuation in the Shadow of the Twin Peaks', Journal of Banking and Finance: Law and Practice, 31, pp. 57 - 70
, 2020, 'Delegation by Superannuation Fund Trustees', Company and Securities Law Journal, 37, pp. 319 - 340
, 2020, 'Might Superannuation Trustees Owe a Duty to Merge?', AUSTRALIAN BUSINESS LAW REVIEW, 48, pp. 304 - 317, https://www.webofscience.com/api/gateway?GWVersion=2&SrcApp=PARTNER_APP&SrcAuth=LinksAMR&KeyUT=WOS:000566749900002&DestLinkType=FullRecord&DestApp=ALL_WOS&UsrCustomerID=891bb5ab6ba270e68a29b250adbe88d1
, 2019, 'Independence in Practice: Superannuation Fund Governance through the Eyes of Fund Directors', University of New South Wales Law Journal, 42, pp. 300 - 334, http://www.unswlawjournal.unsw.edu.au/article/independence-in-practice-superannuation-fund-governance-through-the-eyes-of-fund-directors/
, 2018, 'A servant of two masters? ‘Managing’ conflicts of duties in the Australian funds management industry', Journal of Equity, 12, pp. 1 - 33
, 2018, 'Whither Customer Protection in Financial Services?', Company and Securities Law Journal, 35, pp. 404 - 405
, 2018, 'Regulating for Fairness in the Australian Funds Management Industry', Company and Securities Law Journal, 35, pp. 406 - 419, https://www.westlaw.com.au/maf/wlau/app/document?&src=search&docguid=I3b0417dd05df11e880e4e996c86e78d6&epos=3&snippets=true&fcwh=true&startChunk=1&endChunk=1&nstid=std-anz-highlight&nsds=AUNZ_SEARCHALL&isTocNav=true&tocDs=AUNZ_AU_JOURNALS_TOC&context=2&extLink=false&searchFromLinkHome=true
, 2018, 'One size fits all? Tailoring retirement plan defaults', Journal of Economic Behavior and Organization, 145, pp. 54 - 566, http://dx.doi.org/10.1016/j.jebo.2017.11.022
, 2017, 'Application of the Basel III Framework to Cash Deposits Held by APRA-regulated Superannuation Funds', Journal of Banking and Finance: Law and Practice, 28, pp. 33 - 47
, 2017, 'Design of MySuper default funds: influences and outcomes', Accounting and Finance, 57, pp. 47 - 85, http://dx.doi.org/10.1111/acfi.12134
, 2016, 'Independence and the governance of Australian superannuation funds', Australian Journal of Corporate Law, 31, pp. 80 - 103
, 2016, 'Too Connected to Fail: The Regulation of Systemic Risk within Australia's Superannuation System', Journal of Financial Regulation, 2, pp. 56 - 78, http://dx.doi.org/10.1093/jfr/fjv010
, 2015, 'Overcoming the Challenges of Impact Investing: Insights from Leading Investors', Journal of Social Entrepreneurship, 6, pp. 352 - 378, http://dx.doi.org/10.1080/19420676.2015.1049285
, 2015, 'Bank custodians and systemic risk in the Australian superannuation system', Journal of Banking and Finance: Law and Practice, 26, pp. 25 - 38, https://ssrn.com/abstract=2599409
, 2015, 'Commercial Trusts', The Sydney Law Review, 37, pp. 155 - 158
, 2015, 'Imperial Tobacco - up in smoke?', Trust Law International, 29, pp. 39 - 39
, 2015, 'The Australian superannuation system post Stronger Super: views from fund executives', Law and Financial Markets Review, 9, pp. 106 - 110, http://dx.doi.org/10.1080/17521440.2015.1052668
, 2014, 'The ‘proper’ approach to a trustee’s right to indemnity out of trust assets', Journal of Equity, 8, pp. 283
, 2014, 'The potential for superannuation funds to make investments with a social impact', Company and Securities Law Journal, 32, pp. 540 - 551, http://www.westlaw.com.au/maf/wlau/app/document?docguid=If8f073c164ba11e49109f68a450e3a1e&tocDs=AUNZ_AU_JOURNALS_TOC&isTocNav=true&startChunk=1&endChunk=1
, 2013, 'Regulating for fiduciary qualities of conduct', Journal of Equity, 7, pp. 142 - 167
, 2011, 'What's in a Name?: Examining the Consequences of Inter-legality in Australia's Superannuation System', Sydney Law Review, 33, pp. 295 - 318, http://search.informit.com.au/documentSummary;dn=124389011543629;res=IELHSS
, 2010, 'Prudence under pressure', Journal of Equity, 4, pp. 44 - 70
, 2009, 'All aboard the PDS Titanic', JASSA - Journal of the Securities Institute of Australia, 2009, pp. 29
, 2009, 'The competence and diligence required of trustees of a 21st century superannuation fund', Australian Business Law Review, 37, pp. 50 - 62
, 2008, '`Best` Interests?', Journal of Equity, 2, pp. 245 - 273
, 2008, 'Does “sustainable” investing compromise the fiduciary duties owed by superannuation trustees?', Australian Business Law Review, 36, pp. 47 - 61
, 2008, 'The Prudent Eunuch: Superannuation Trusteeship and Member Investment Choice', Journal of Banking and Finance Law and Practice, 19, pp. 5 - 19
, 2006, 'Risk: an Uncommon Deviation', JASSA - Journal of the Securities Institute of Australia, Winter, pp. 30 - 32
Reports
, 2020, Consultation paper: Retirement income review, https://treasury.gov.au/sites/default/files/2020-02/centreforlawmarketsandregulationsubmission100220.pdf
Working Papers
, 2015, It's a Small World after All: Using Social Network Analysis to Investigate Systemic Risk in the Australian Superannuation Sector, http://dx.doi.org
Media
, 2020, A super balancing act? The Early Access to Superannuation Scheme, https://www.businessthink.unsw.edu.au/articles/early-access-superannuation-scheme-trustees
Other
, 2021, Super fund underperformance in the rear-view mirror
, 2020, Addressing chronic underperformance in the superannuation system