Thalia Kalaboukas
Senior Associate
Key practice areas: MB Commercial
Qualifications: LLB, BComm
Location: Melbourne (VIC)
Thalia Kalaboukas is a Senior Associate at Maurice Blackburn
Commercial, specialising in superannuation and financial services
law. She works with a diverse client base including superannuation
trustees, responsible entities, life insurers, unions, accountants,
and financial planners.
Thalia has a comprehensive understanding of the financial
services industry. Examples of her recent experience include:
- preparing documents to establish superannuation funds and
worker entitlement funds and drafting variations to enhance the
trust deeds of existing funds
- advising on the various prudential and commercial issues
affecting worker entitlement funds (such as redundancy funds) and
superannuation funds
- advising on income tax issues, stamp duty issues and goods and
services tax obligations of superannuation funds and worker
entitlement funds
- advising on and implementing fund mergers and successor fund
transfers
- advising on employment law taxes including pay as you go (PAYG)
withholding and ATO reporting obligations for worker entitlement
funds
- advising employers about their superannuation arrangements,
including defined benefit arrangements
- establishing a new division within a master trust operated by a
second tier bank
- drafting and reviewing disclosure material and member
communications
- undertaking legal due diligence and legal risk analysis
- undertaking successor fund transfers
- dealing with regulators on a wide range of matters, including
handling regulator investigations and enforceable undertakings
- advising on superannuation related employment law issues
including choice of fund and the superannuation guarantee
legislation
- advising on estate planning strategies associated with
superannuation.
Thalia is a member of the Law Institute of Victoria, a Fellow of
The Tax Institute (TTI), the chair of TTI's Victorian
Superannuation Club Subcommittee and a member of the TTI's
Victorian Breakfast Club Committee. She graduated from Monash
University in 2004 with a Bachelor of Laws and a Bachelor of
Commerce and is currently undertaking a Master of Laws from the
University of Melbourne.