Funds

"Their strengths combine good local market knowledge and deep industry expertise. They are well respected, understand commercial needs and always deliver professionally." Chambers Asia-Pacific 2012

With the liquidity crisis facing many fund managers and the downturn in the property cycle worldwide, Gilbert + Tobin can provide advice on structuring alternatives and protection strategies for funds seeking to restructure, recapitalise or de-leverage their existing positions, whether in equity or property assets. We have advised on a number of asset realisation programs for fund managers and often advise boards of responsible entities on their duties and potential liability, particularly relevant during such challenging times for the international economy.

Our approach

Gilbert + Tobin’s Funds Management team provide advice throughout the funds management cycle to large corporates, banking clients, listed companies and funds, private equity clients, financial advisers and their clients, underwriters and institutional investors across a wide range of Australian transactions.

We aim to provide innovative advice on new and existing structures and financial products. We have acted for many listed corporations and funds in relation to their debt and equity capital markets transactions. We have excellent working relationships with the Australian Securities & Investments Commission (ASIC), the Australian Securities Exchange (ASX) and the Australian Prudential Regulatory Authority.

We specialise in providing advice on listed and unlisted property trusts for our clients in the financial services industry and also act for many of the major private equity funds based in Sydney. We thrive in the complex end of the transaction structures, having advised on multi-stapled structures including companies or public trading trusts, hybrid instruments issued by Managed Investment Schemes (MIS) and the “shadow” MIS structure to streamline multi-stapled offerings in the unlisted property trust space.

Our services

Our funds management services include: