About

Provided by Allens

Allens funds management and superannuation team has acted on a significant number of market-leading matters and transaction. Allens have an integrated approach, the team have a deep level of sectoral and asset level expertise and institutional knowledge having worked with these clients for over 20 years. The investment funds team spans the full spectrum of funds work for local and offshore investors including fund formation, fund operations and distressed funds and advising on all aspects of funds formation and on a broad range of asst classes and investment strategies. Allens advises on fund operations and asset servicing matters with an understanding of the operational and regulatory aspects of funds meeting clients investment strategies and business goals. The Allens superannuation team have a long working history with superannuation funds work with 18 of Australia's top 20 superannuation funds, working on influential mergers, significant investments, consortia arrangements, regulatory and litigious matters. Allens couple asset class experts with superannuation experts to advise superannuation clients in executing investment strategies helping to understand risk appetite, investment governance arrangements and market standards. Allens Investment Funds and Superannuation team have the unique ability to draw upon asset level expertise from within the team and from those in other practice areas including private equity, venture capital and energy assets.

Chambers Review

Provided by Chambers

Investment Funds - Australia

1
Band 1

What the Team is Known For

Allens is notable for its range of work on fund formation and funds-related M&A. The practice serves an impressive client roster, which includes funds, banks and corporates, and also offers a strong superannuation practice, advising funds on investments in particular. The team utilises the firm's wider real estate offering to provide an all-round service to its property investment fund clientele, and draws on the firm's financial services regulatory practice to further assist clients.

Work Highlights

  • Allens advised Global Infrastructure Partners on the establishment of the GIP Australia Fund II.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

S
Michelle Levy
S
Senior Statespeople

Michelle Levy has a longstanding practice advising clients active in superannuation and life insurance. She is regularly instructed on a range of transactions, including superannuation fund transfers, business divestitures and M&A, and also offers regulatory and litigation expertise.

Michelle is a leading expert in her field.

1
Geoff Sanders
1
Band 1
Geoff Sanders has an excellent reputation in the superannuation market, with noted experience advising on fund transfer matters.

Geoff is an excellent lawyer who always delivers us pragmatic and helpful advice.

Geoff’s amazing, he’s our favourite. He’s got the technical knowledge, he’s commercial, pragmatic and easy to work with. He’s an excellent adviser.

1
Penny Nikoloudis
1
Band 1

Penny Nikoloudis is noted for versatile expertise in fund-related matters, covering the full fund life cycle.

Penny Nikoloudis is incredibly capable and a market leader. She’s the real deal. She is also very approachable and commercial.

Penny is a very calm presence and a very safe pair of hands. Her strength is her cool demeanour and very strong technical ability. She is the strongest in technical drafting ability.

Penny is really level-headed and able to navigate quite tricky points of negotiation with a calm nature. She is also really knowledgeable in the fund management space and we rely on her expertise.

2
Marc Kemp
2
Band 2

Marc Kemp has a broad-ranging expertise in funds, with particularly noted experience advising on property fund matters.

Marc Kemp is an excellent lawyer.

Marc Kemp is very, very reliable. Nothing really phases him and he's very adaptable as the transaction evolves.

Marc Kemp is very responsive and very experienced in investment funds.

4
James Kanabar
4
Band 4

James Kanabar is based in Sydney, where he is well reputed for fund establishment across a range of asset classes.

He has a very strong understanding of the funds market globally.

James Kanabar is very responsive and proactive in ensuring he understands the commercial drivers behind our business decisions.

U
Stephanie Malon
U
Up and Coming

Stephanie Malon has a growing reputation in the field of superannuation. She regularly provides guidance to well-known clients on matters including fund mergers and ESG-related issues. She is based in Melbourne.

Ranked Lawyers at
Allens

Provided by Chambers
Filter by
Band

Australia

Investment Funds

1
Penny Nikoloudis
1
Band 1
2
Marc Kemp
2
Band 2
4
James Kanabar
4
Band 4
Superannuation

S
Michelle Levy
S
Senior Statespeople
1
Geoff Sanders
1
Band 1
U
Stephanie Malon
U
Up and Coming