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Structuring and establishment

We advise on all aspects of the structure and establishment of investment funds, including retail and wholesale funds, both listed and unlisted, across a broad range of asset classes and investment strategies.

Examples of our work

One Investment Group – advising on and establishing approximately 30 managed investment schemes each year across a multitude of sectors, including commercial and industrial property, equities, Fintech, debt, private equity and significant investor visa funds. We are lead advisor to OIG which has in excess of $35 billion of fund assets under management.

Planum Capital Pty Ltd – advising Planum Capital Pty Ltd on structuring and establishing the Planum Footscray Fund, including advising on its debt funding for, and acquisition of, 90 Maribyrnong Street, Footscray, Victoria. Our role included drafting the information memorandum, undertaking all property due diligence, reviewing finance documents and attending to settlement on behalf of the fund.

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.

Equiti Capital Limited – establishing and promoting a retail fund for Equiti Capital Limited which invests in US-based multi-family property assets through a US REIT.

DirectMoney – 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.

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

Listed Alternative Asset Manager – establishing registered and unregistered schemes to acquire land and develop student accommodation facilities Australia-wide for this ASX listed asset management group.

Key Team Members