HOW WE CAN HELP

We are one of the most active investment funds practices in the market, acting on many private debt, private equity, and venture capital funds in the region. Our team advises fund managers and their clients across a variety of sectors including private equity, infrastructure, retail and property. Our balanced practice catering to both sponsors and investors equips us with a deep understanding of current fund terms, structures (both Australian and international) and the critical issues facing sponsors and investors in the current market landscape.

We are thought leaders in the fund formation space. We work with domestic and international sponsors on some of the largest and most complex funds structuring transactions in the market. We are close to terms on both the GP and LP side and know how to streamline negotiations on both sides of the table, to the issues that matter. 

We advise our clients throughout the entire life cycle of an investment fund, including fund establishment, operations and compliance, portfolio builds, realisations and winding up. We advise on the establishment of wholesale and retail funds and separately managed accounts and are experienced in establishing optimum investment fund structures for both domestic and offshore investors. We have deep experience with all fund vehicles used in international investment funds. 

Our services

• Development of all documents associated with fund establishment
• Registered scheme constitutions
• Limited partnership agreements
• Trust deeds/constitutions
• Management agreements
• Custodian agreements
• Co-investment agreements
• Regulatory issues under the Corporations Act
• Australian Financial Services Licensing (AFSL) requirements.