In an era of sweeping change and scrutiny, we advise national and international financial services groups, as well as both new entrants and leading industry participants, on all facets of financial services regulation and compliance. We work with our clients to achieve their commercial objectives and navigate the regulatory complexities as they plan for growth, while minimising business risk and the compliance burden.
We have assisted a range of clients in establishing and growing their business, including fund and investment managers across a range of asset classes, platform operators, custodians, security/fixed income dealers, wealth and corporate advisers, and non-cash payment product providers, among others.
Lead funds and financial services adviser to leading fund manager Primewest Group (now Centuria), including advising on establishing and launching its first open-ended retail investment fund – the Primewest Property Income Fund; advising on the establishment and proposed listing of the Primewest Commercial REIT; establishing funds to undertake mandated work on behalf of a Singaporean sovereign wealth fund; the Group’s first joint venture with BlackRock; and the Group’s participation in the acquisition of a $725 million property portfolio as part of a consortium of investors.
Advising this leading fund manager in the restructuring of the IFM Specialised Credit Fund.
Advising this leading independent funds management group on launching new funds and regulatory compliance.
Advising this listed group on regulatory compliance, including the launch of a new product (BondIncome).
Assisting Centuria with launching several unlisted property funds, including all aspects of fund establishment, registration, and making offers to retail clients under PDSs, as well as advising on compliance with financial services laws.
Acting on all aspects of Cromwell’s unlisted property funds business, including advising on the replacement PDS for the Cromwell Direct Property Fund; the rollover proposal for the Cromwell Property Trust 12; and regulatory issues, including compliance with RG 97 and the new design and distribution obligations.
Advising a leading global litigation funding group on new legislation requiring compliance with the AFS licensing and managed investment scheme provisions of the Corporations Act.
Advising a leading Asian and emerging markets specialist headquartered in Singapore on establishing an Australian funds management business, including advising on all aspects of Australian funds management industry regulation, and advising UK and US-regulated entities on the expansion of their business into Australia.
Advising on the share sale to a US-based competitor funded by a global private equity investment firm, one of the largest in the US, including lengthy negotiation due to the COVID-19 economic impact, as well as a corporate restructure of multiple entities within the group, the registration of trade marks in Australia and overseas, and the variation of the group’s AFS licence.
Advising funds management groups on the establishment of managed funds that invest in crypto-assets, as well as the development and integration of digital wallets and non-cash payment products in their business.
‘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
‘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
‘Excellent understanding of the laws relating to funds management and policy documents. Commercial and practical advice.’ 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
Partner Sean McMahon is named Lawyer of the Year for Investment Funds and Funds Management in Best Lawyers in Australia
‘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
'Langton’s outstanding technically and experienced across all facets of funds.’ Chambers Asia Pacific
Recognised for Real Property Law in Best Lawyers in Australia
‘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 are respected in the funds management industry and are pioneers in managed investment schemes.’ Chambers Asia Pacific Guide
‘They can see the big picture across the investment fund life cycle and always consider the financial parameters.’ Chambers Asia Pacific Guide
‘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
‘I am extremely happy ... they are fantastic and I cannot speak highly enough of them.’ Chambers Asia Pacific Guide
‘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
‘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
Congratulating Funds Management associate Taylor Green on being chosen as a finalist in the 2023 Lawyers Weekly 30 Under 30 Awards
Congratulating Real Estate associate Matt Dolan on being named ‘One to Watch’ in 2024 Best Lawyers in Australia
We are ranked as leaders in our focus industry sectors – funds management and real estate
‘Sean is a quality lawyer who understands our needs and is very easy and straightforward to deal with.’ Chambers Asia Pacific