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Funds Management Sector

Alternative Assets

Here are some of our work highlights demonstrating our capabilities and expertise in Funds Management across the alternative capital sector.

Forza Capital

Advising on establishing the Forza Priority Framework, a unique offer whereby Forza secured non-binding commitments from investors in future Forza offerings, including all licensing and disclosure requirements and preparing the offer documents and accompanying subscription documents.

Vasco Trustees

Advising Vasco on establishing and promoting multiple retail and wholesale funds across various sectors, including property, equities, alternative assets, and significant investor visa offerings. Vasco is an independent professional investment management group providing fund establishment, trustee, and administration services to Australian and international investment managers.

Allfin Capped Interest Fund – Series 1

Acting for MARQ Private Funds, the trustee of the Allfin Capped Interest Fund – Series 1 which provides an innovative source of lending to owners of retail pharmacies, which involved establishing the fund, preparing the information memorandum, drafting a bespoke loan agreement, preparing a loans manual for the fund, verifying the information memorandum, plus preparing multiple loan agreements for its seed investment of loans in a portfolio of 18 pharmacy acquisitions.

The Impact Fund

Advising MARQ Private Funds on structuring and establishing The Impact Fund, which is promoted to make investments having a positive social and environmental impact while earning a market rate return, including establishing the fund, drafting the information memorandum, advising the trustee, and negotiating the investment management agreement.

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.

Listed Alternative Asset Manager 

Advising on 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.

China Australia Entrepreneurs Fund VCLP

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.

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