Here are some of our work highlights demonstrating our capabilities and expertise in Funds Management across the equities sector.
Lead adviser to MARQ, a specialist independent wholesale fund trustee, including structuring advice on multi-layered funds, establishing funds in different sectors, including equities, preparing information memoranda for each fund, and conducting verification on the disclosure content.
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.
Advising on establishing the Lakehouse Small Companies Fund which is a retail fund managed by Lakehouse Capital Pty Ltd, a subsidiary of The Motley Fool, including preparing the fund's constitution, investment management agreement and product disclosure statement.
Advising on establishing approximately 30 managed investment schemes each year, including equities funds. We are the lead adviser to OIG which has more than $35 billion of fund assets under management.
Advising on the sale of a 50 percent interest in Pellicano Property Trust 3 to Sunsuper in a highly complex transaction.
Establishing a stapled vehicle to acquire, develop and operate self-storage facilities, with listed company National Storage as the cornerstone investor.
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.
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.
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.
AFS Licensing Structuring & Establishment Offer Documents Finance Transactions and Acquisitions Financial Services Advisory Corporate Advisory Litigation and Dispute Resolution Exit Strategies
‘I am extremely happy ... they are fantastic and I cannot speak highly enough of them.’ Chambers Asia Pacific Guide
Partner Sean McMahon is named Lawyer of the Year for Investment Funds and Funds Management in Best Lawyers in Australia
‘McMahon Clarke’s team punches above its weight. It is a boutique funds practice which is very good at property funds and fund restructuring work.’ Chambers Asia Pacific Guide
‘Langton is very commercially aware and always speedy with his responses' … 'he's also very knowledgeable about a wide range of legal issues and his client service is exemplary.' Chambers Asia Pacific
‘They looked at the bigger picture and the end result rather than point-scoring on items that were not critical to the outcome.’ Chambers Asia Pacific Guide
Recognised in Best Lawyers in Australia for Corporate Law
Partner Emma Donaghue is named in Best Lawyers in Australia for Banking and Finance Law
‘They can see the big picture across the investment fund life cycle and always consider the financial parameters.’ Chambers Asia Pacific Guide
‘Our overall impression is that they are a great firm that provides good advice in a timely manner.’ Chambers Asia Pacific Guide
'Langton’s outstanding technically and experienced across all facets of funds.’ Chambers Asia Pacific
‘They are respected in the funds management industry and are pioneers in managed investment schemes.’ Chambers Asia Pacific Guide
‘They see the big picture across all real estate sectors, including commercial, industrial, and residential, as well as alternative asset classes.’ Chambers Asia Pacific Guide
Recognised for Real Property Law in Best Lawyers in Australia
‘Sean is a commercially savvy and broad-thinking lawyer who adds value to commercial contexts and produces documents that not only meet our purpose but are also easy to read, even for complex transactions.’ Chambers Asia Pacific
‘Sean is a quality lawyer who understands our needs and is very easy and straightforward to deal with.’ Chambers Asia Pacific
We are ranked as leaders in our focus industry sectors – funds management and real estate
‘They have been very effective in partnering with us ... their service is first class and they make you feel they are an extension of your own team.’ Chambers Asia Pacific Guide
‘Excellent understanding of the laws relating to funds management and policy documents. Commercial and practical advice.’ Chambers Asia Pacific Guide
‘They have a unique understanding of the legal and strategic issues involved in the acquisition, development, management, and disposal of properties by developers and managers.’ Chambers Asia Pacific Guide
‘McMahon Clarke is highly responsive with deep knowledge and experience in investment funds, and they are very commercial and practical at the same time.’ Chambers Asia Pacific Guide
Congratulating Real Estate associate Matt Dolan on being named ‘One to Watch’ in 2024 Best Lawyers in Australia
Congratulating Funds Management associate Taylor Green on being chosen as a finalist in the 2023 Lawyers Weekly 30 Under 30 Awards