Helping participants in the Funds Management and Superannuation sectors navigate regulatory requirements while adapting to the evolving needs of investors and markets is what we do at Madgwicks Lawyers

Our end-to-end support covers every stage of your fund’s journey. From the design and establishment of a new fund or scheme, to day-to-day operations, risk management, and regulatory compliance, we provide practical and commercial advice every step of the way.

We also manage disputes and litigation on your behalf, representing your interests before tribunals and Courts.

Our goal is simple: to ensure you can operate confidently in a complex regulatory landscape, knowing that expert support is always at hand.

We regularly advise on:

• Fund establishment & structuring: Design, constitutions, trust deeds, governing rules and corporate governance.
• Regulatory compliance & licensing: AFSL and RSE applications, dealings with ASIC, APRA, AUSTRAC, ATO, and compliance under relevant legislation.
• Investor communications & disclosure: Product disclosure statements, periodic statements, information memoranda, and other investor materials.
• Agreements & transactions: Broking, underwriting, investment management, administration, custodian agreements, mergers, acquisitions, divestments, joint ventures and schemes of arrangement.
• Investment advisory & structuring: Advising institutional and private clients on fund documentation, superannuation strategies and direct or structured investments.
• Dispute management & litigation: Handling investor disputes, complaints, and proceedings before tribunals and courts.
• Due diligence & risk management: Verification procedures and strategic guidance for complex transactions.

Experience Highlights

Includes; advising major industry superannuation funds on in-house investment platforms, custodian and administrator appointments, ASX-listed funds on unique managed investment schemes, property fund roll-ups, and retail and wholesale managed fund establishments.