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.
Recognised in Best Lawyers in Australia for Corporate Law
‘The ability to understand the key drivers of the counterparty and navigate negotiations and documentation is a critical skill the Real Estate team leverages to benefit clients.’
Chambers Asia Pacific 2020
Partner Sean McMahon is recognised for Investment Funds and Funds Management in Best Lawyers in Australia
Partner Emma Donaghue is named in Best Lawyers in Australia for Banking and Finance Law
Recognised for Real Property Law in Best Lawyers in Australia
‘They are absolute specialists in the area of managed funds, they are on the pulse and experts in this area, and they’re solutions-oriented.’
Chambers Asia Pacific Guide 2020
We are ranked as leaders in our focus industry sectors – funds management and real estate