With decades of experience advising some of Australia’s largest funds and investment firms, we help you stay ahead of regulatory requirements while responding to the evolving needs of your investors and markets.

Our support is truly end-to-end. From designing and establishing new funds or schemes, to navigating day-to-day compliance and risk management, through to representing you in disputes and litigation, we provide practical, commercial solutions at every stage of the fund lifecycle.

Because these businesses operate in highly regulated and interconnected markets, we draw on the expertise of our property, tax and commercial teams to ensure you receive integrated, expert advice tailored to your goals.

• Corporate governance: commercial and operational issues affecting funds and schemes.
• Corporate transactions: mergers and acquisitions, divestments, successor fund transfers, schemes of arrangement and joint ventures.
• Disclosure documents: PDS, periodic statements, information memoranda, investor communications.
• Disputes management: investor complaints, litigation and tribunal representation.
• Due diligence and verification: supporting robust governance and risk frameworks.
• Fund design and establishment: constitutions, trust deeds and governing rules.
• Institutional investor advice: fund documentation for investments into real estate, private equity and hedge funds.
• Key agreements: broking, underwriting, investment management, custodian and administration contracts.
• Licensing & regulator engagement: AFSL and RSE licensing, ASIC, APRA, AUSTRAC and ATO dealings.
• Regulatory compliance: Corporations Act, SIS Act, AML/CTF Act, ASIC Act and related frameworks.
• Superannuation strategies: advice on structuring, contributions, pensions, insurance and estate planning

Experience Highlights

• Advising one of Australia’s largest industry super funds on establishing a major in-house investment management platform.
• Guiding industry super funds on custodian, administrator and insurer tenders and appointments.
• Advising an ASX-listed funds management firm on a unique registered managed investment scheme supported by ASIC comfort relief.
• Acting for an ASX-listed property fund on its successful roll-up of three wholesale trusts and subsequent listing as a stapled entity investing in US real estate.
• Advising funds on significant direct and structured investments, including fund administration acquisitions, agribusiness divestments, and investment manager appointments.
• Establishing retail and wholesale managed funds such as Excelsius Mortgage Fund, GDA Property Fund, Heritage Property Fund and Infinity Capital Credit Fund.
• Acting for a WA-based funds manager on a joint venture with a major property trust in a $20M+ project.
• Advising on restructuring and governance strategies to ensure ongoing fund growth and compliance.