How we can help
We act on large‑scale, institutional mandates for established and emerging managers, advising on complex fund platforms with sophisticated domestic and offshore investor bases. Our advice is technically exacting and commercially grounded, supporting clients from fund inception through to wind‑down.
We advise on the structuring and operation of managed investment schemes, including wholesale and retail funds, private credit vehicles and alternative structures across private equity, venture capital, property, real assets and superannuation‑related investments. Our work covers product disclosure, target market determinations, licensing and AML/CTF program design, as well as the governance frameworks and ongoing compliance obligations throughout the life of the fund. We focus on building structures that support capital raising, growth and investor confidence, not just technical compliance.
Regulatory engagement is a core strength, particularly in matters involving significant funds under management, reputational sensitivity and stakeholder risk. We regularly act in ASIC surveillance activity, compulsory notices, stop orders and enforcement proceedings, and advise on investor disputes, remediation programs and fund wind‑downs where timing and judgement are critical.
We work closely with banking and finance, corporate and tax specialists to deliver coordinated advice across the full fund lifecycle, providing a consistent advisory platform as funds scale, evolve, restructure or transition. We also engage actively with Treasury and industry bodies, including as a policy partner to FinTech Australia, giving clients early insight into reforms affecting private credit, digital assets and emerging investment models.
Experience
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Global institutional investor
Advised on matters for major industry superannuation funds, including the establishment of its $500m fund. -
ING Office Fund
Advised on due diligence, preparation of product disclosure statements and information memoranda, and ASIC and ASX compliance. Also acted on two capital raisings totalling $800m. -
ACT‑S Capital Fund
Acted on the establishment of an open‑ended registered managed investment scheme with a core strategy focused on property development projects incorporating ESG considerations. -
Carbon Growth Opportunities Fund
Advised on the establishment of a wholesale fund providing access to the offshore voluntary carbon market, financing activities that remove or reduce greenhouse gas emissions across a range of sectors. -
New Harvest Investment Management
Advised on the establishment of a fund using an opco/propco structure to invest in agricultural assets complementary to assets held by First Nations Australians. -
Cbus Property
Advised on the partnership with UniSuper and AMP Capital, including the $2.2bn acquisition through the ACRT of a majority ownership of Pacific Fair (Queensland Retail Property of the Year) and a 50% interest in Macquarie Centre, NSW.