In recent times, the funds management industry has seen many changes and faced many challenges. The introduction of the Financial Services Reform Act and amendments to the Corporations Act have had an impact on most operators in the financial services industry. A raft of new financial services products have also added to the complexity of issues facing this sector.

Our lawyers have extensive knowledge of the funds management industry and provide comprehensive advice by working side by side with our Tax, Banking & Finance, Private Equity and Property & Development teams.

We provide advice on all aspects of fund management from the establishment and structure of new products, to acquisitions, distribution and compliance.

We partner with our clients to ensure we understand their business and their commercial objectives, and help them to stay competitive, and grow their businesses.

Key Services

We provide commercial, practical advice, and work with our clients to find solutions to any issues they may face, including:

• Wholesale and retail funds management
• Managed investments law
• Mergers, acquisitions and restructures of funds and takeovers
• Establishment of funds and development of new products
• Sale and leaseback transactions
• Drafting and amending trust deeds
• Corporate governance and compliance
• Financial Services Reform (FSR) advice
• Drafting and negotiating investment documents
• Distribution and compliance issues
• Anti-money laundering
• Tax effective structuring advice
• Corporations Act, regulatory and listing rules requirements