Property

Property funds

Agribusiness

Agribusiness funds

Murray-Darling Basin Balanced Water Fund – lead adviser to Kilter Investments, the trustee of this innovative social impact fund established and sponsored by The Nature Conservancy. The fund has financial, environmental and social objectives achieved through buying, leasing and trading water and donating annual amounts to both agriculture and ecologically significant wetlands.

EAT Group Agri Select Fund – advising the trustee of this multi-unit class fund dedicated to investment in the agribusiness sector. Our role included establishing the fund's constitution and advising on a multi-part offer document so investors could select their investments based on the underlying assets.

Webster Limited – advising ASX-listed Webster on the acquisition of the Gunns walnut assets, including replacement of the responsible entity of three registered managed investment schemes.

Agribusiness restructures – restructuring multiple agribusiness investment schemes with investors securing or increasing their stake in landholding vehicles.

Glencore – advising AACL Funds Management on the wind up of its grain investment schemes and the sale of scheme assets to Glencore.

Seven Fields Property – managing the successful Supreme Court challenge of a statutory levy in proceedings against the Murray Valley Citrus Board and the state government of Victoria.

Equities

Equities funds

The Motley Fool – advising on the establishment of the Lakehouse Small Companies Fund which is a retail fund managed by Lakehouse Capital Pty Ltd, a subsidiary of The Motley Fool. We prepared and advised on the fund's constitution, investment management agreement and product disclosure statement.

One Investment Group – advising on establishing approximately 30 managed investment schemes each year, including equity funds. We are the lead adviser to OIG which has approximately $8 billion of funds under management.

Pellicano Funds Management – advising on the sale of a 50 percent interest in Pellicano Property Trust 3 to Sunsuper in a highly complex transaction.

USS Funds Management – establishing a stapled vehicle to acquire, develop and operate self-storage facilities, with listed company National Storage as the cornerstone investor.

Rushton Capital Management – advising the responsible entity for the Rushton Global Neutral Fund on securing an AFS licence, the constitution and compliance plan, investment management agreement and PDS.

Linear Asset Management – preparing the PDS for the Freehold Australian Property Fund, a unique fund investing directly into listed A-REIT and infrastructure securities and unlisted property securities.

Munro Investment Fund – advising Munro Asset Management, the responsible entity of this absolute return fund, on the preparation of its PDS and the prime broker agreement with Morgan Stanley & Co.

Fintech

Fintech funds

DirectMoney Personal Loan Fund – preparing the PDS for the DirectMoney Personal Loan Fund, the first of its kind in Australia, which pools investors' money and allows them the opportunity to invest in underlying personal loans made to borrowers.

My Four Weeks Fund – acted as lead adviser on this bespoke Fintech product designed to allow investors to regularly invest a portion of their income to assist the investor to put aside funds for anticipated holiday and/or lifestyle related expenses . We prepared and advised on the fund's constitution, investment management agreement, promoter agreement and its product disclosure statement (PDS) and additional PDS disclosure.

Debt funds

Debt funds

One Investment Group – advising on establishing approximately 30 managed investment schemes each year, including debt funds. We are the lead adviser to OIG which has approximately $10 billion of funds under management.

Peer Capital Partners Credit Fund – advising the trustee in establishing a contributory mortgage fund, including preparing the fund's constitution, investment management agreement, information memorandum and lending policies.

Australian Secured Capital Funds – acting for the responsible entity that established two retail mortgage investment schemes, including obtaining the AFS licence, preparing each scheme's constitution and compliance plan, registering the schemes with ASIC and settling the product disclosure statement detailing the investment opportunity.

Assurity Mortgage Fund – lead adviser to the trustee of this wholesale mortgage fund, a hybrid structure offering investment into both pooled and contributory mortgages, including establishing the fund, preparing the information memorandum and settling the authorised intermediary arrangements with a third party AFS licensee.

HS Consortium Mortgage Fund – acting for the trustee of this mortgage fund promoted by the HS Consortium Group, including establishing the fund, settling the information memorandum, conducting detailed verification prior to its issue and advising the trustee.

Multiple Capital – lead advisers to Multiple Capital which is in a joint venture with Mulpha Funds Management out of Malaysia. Multiple Capital establish special purpose note issuing vehicles for the purpose of raising equity capital to on lend to property and development opportunities. We establish those vehicles, settle the capital raising offer documents and the authorised intermediary arrangements between Multiple Capital and Mulpha. We have more recently advised on and established a revised structure utilising investment funds as the lending entities.

Prime Value Select Mortgage Income Fund – Prime Value Asset Management established this mortgage fund offering secured contributory mortgage investment opportunities and our role included establishing the fund, settling the information memorandum and advising Prime Value Asset Management as the fund's licensed trustee.

TruePillars Investment Trust – acting for the investment manager of this novel registered fund (which allows investors to select, via an online platform, specific business loans they wish to fund), including reviewing the trust's product disclosure statement, advising the investment manager, and securing the manager's AFS licence.

Barwon Investment Partners – reviewing an information memorandum for its wholesale debt fund offering first registered mortgage security.

DirectMoney Personal Loan Fund – preparing the PDS for the DirectMoney Personal Loan Fund, the first of its kind in Australia, which pools investors' money and allows them the opportunity to invest in underlying personal loans made to borrowers.

FundingPie Investment Fund – lead adviser on the establishment of this contributory mortgage fund facilitating investment via an online marketplace lending platform. We prepared and advised on the fund's constitution, investment management agreement, information memorandum and lending policies.

Gryphon Capital – advising Gryphon Capital on the acquisition of unrated notes issued as part of a $765 million Firstmac warehouse facility.

420 George street facility agreement – assisting Forza George Street Fund in securing a facility of $16,650,000 with US PE group Quadrant for the purpose of purchasing 420 George Street, Brisbane.

Homeworld Helensvale – assisting with the negotiation of a multi-million dollar finance facility to fund the future development of Homeworld Helensvale.

Private equity

Private equity funds

One Investment Group – advising on establishing approximately 30 managed investment schemes each year, including private equity funds. We are the lead adviser to OIG which has approximately $8 billion of funds under management.

Blue Sky Private Equity – real estate acquisitions and transactions for an Australian based diversified alternative asset manager specialising in private equity, private real estate, hedge funds and real assets.

Significant investor visa

Significant investor visa funds

Golden Age Australian SIV Fund – lead adviser to the trustee of this wholesale fund which is a complying vehicle for the significant investor visa regime. The fund's sponsor and investment manager Golden Age Capital operates property, hospitality, international trade and funds management divisions in Melbourne, Sydney and Shanghai. As part of this project, we also established a sub-trust beneath the Golden Age Australian SIV Fund that facilitated investment into the emerging companies and balancing investment streams under the significant investor visa rules.

ACIF Prosperity Fund – lead adviser to the trustee of this wholesale fund which is a complying vehicle for the significant investor visa regime. As part of this project, we also established sub-trusts beneath the ACIF Prosperity Fund that facilitated investment into the emerging companies and balancing investment streams under the significant investor visa rules.

Tribeca Emerging Companies Fund – advising the trustee in establishing a fund to attract investment under the significant investor visa regime. Our role included advising on the fund's constitution, investment management agreement and information memorandum.

Venture capital

Venture capital funds

Australian Innovation Fund – VCLP—acting as lead adviser to the general partner of this registered venture capital limited partnership. In addition to establishing the VCLP and settling the information memorandum, we also incorporated a venture capital management partnership, being a separate limited partnership registered with the Victorian Office of Consumer Affairs.

Alternative assets

Alternative assets

Murray-Darling Basin Balanced Water Fund – leading adviser to Kilter Investments, the trustee of this innovative social impact fund established and sponsored by The Nature Conservancy. The fund has financial, environmental and social objectives achieved through buying, leasing and trading water and donating annual amounts to both agriculture and ecologically significant wetlands.

Blue Sky Private Equity – real estate acquisitions and transactions for an Australian based diversified alternative asset manager specialising in private equity, private real estate, hedge funds and real assets.

DirectMoney Personal Loan Fund – preparing the PDS for the DirectMoney Personal Loan Fund, the first of its kind in Australia, which pools investors' money and allows them the opportunity to invest in underlying personal loans made to borrowers.