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 equities funds. We are the lead adviser to OIG which has in excess of $35 billion of fund assets 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.