DEPARTMENT PROFILE

Allens

Investment Funds

5 ranked lawyersBand 2AustraliaAsia-Pacific 2021 View ranking table
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chambers review
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Ranked Lawyers

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What the team is known for

Notable for its range of work on fund formation and funds-related M&A. Serves an impressive client roster of funds, banks and corporates. Offers a strong superannuation practice, advising funds on investments and mergers and acquisitions. Utilises the firm's 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.

Strengths

Clients are impressed with the pragmatic advice provided by the team, one client saying: "The true strength of Allens' advice is the commercial overlay that is applied to it, and Allens' depth of experience in advising many other Australian and overseas institutions with respect to similar transactions means that they can provide meaningful insights to us."

Another client summarises: "The Allens team are a class act – responsive, technically excellent and commercial."

Work highlights

Advised Tasplan and MTAA Super in relation to their merger, creating a combined fund size of AUD23.3 billion.

Notable practitioners

Geoff Sanders has an excellent reputation in the superannuation market, with noted experience of advising on fund transfer matters. One client characterises him as a "trusted and highly regarded adviser" and adds: "He demonstrates a deep knowledge of the applicable requirements together with a depth of experience which he can convert into practical, relevant advice. His experience both in Australia and overseas allows him to advise on matters impacting Australian clients in undertaking overseas fund investments." Another client says: "He is incredibly experienced and goes above and beyond to provide commercial, timely advice."

Marc Kemp is "knowledgeable and commercial in investment fund matters," according to one client, while another describes him as "very responsive" and someone who "manages to get across all of the key issues very quickly and always meets our tight deadlines." He has a broad-ranging expertise in funds, with particularly noted expertise in advising on property fund matters.

Michael Mathieson is "an excellent technical adviser who is commercial, pragmatic, easy to deal with, friendly, accommodating, reliable and responsive," according to one client, while another says: "He doesn't just give us the black-letter law, but also the overlay that shows how that will apply to us, which comes with his experience." He regularly advises superannuation clients on mergers and acquisitions.

Michelle Levy has a leading 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 mergers and acquisitions, and also offers regulatory and litigation expertise.

Penny Nikoloudis is noted for versatile expertise in fund-related matters, covering the full fund life-cycle. A client who highlights her "top-notch service" says: "Her style, which pervades her team, is one of partnership and I truly value her contribution and commitment. I seek her opinion on particularly tricky issues, as I know she has the experience to tackle these while also helping me achieve my commercial objectives."

Department Information

This content is provided by Allens.

Overview

Allens funds management practice has been involved in some of the most innovative and complex fund-related transactions, covering a range of asset classes and industry sectors.

We advise on all aspects of the design and formation of funds, including retail and wholesale funds and stapled groups, listed and unlisted, across many asset classes and investment strategies.

We act for listed and unlisted funds raising capital in the equity and debt capital markets and advise on all aspects of IPOs, capital raisings, private placements, rights issues and hybrid and structured products.

We assist fund managers to amend fund constitutions, change responsible entities, document fund financing, undertake PDS rollovers, advise on marketing and advertising restrictions, prepare for members' meetings, and deal with voting exclusions and corporate governance and regulatory issues.

We advise both funds and their service providers on custody, investment and asset management, investment administration and outsourcing matters in a range of transactional and non-transactional contexts.

We help funds, financial services providers and issuers of financial products chart their way through a complex regulatory environment, advising clients on all aspects of Australian financial services regulation.

We advise on all aspects of superannuation law. We act for the employer-sponsors or trustees of many of Australia's largest funds, offering effective solution that are consistent with industry best practice.


Investment Funds Department

Allens

firm
Department location

Level 28, Deutsche Bank Place

126 Phillip Street

(Corner of Hunter & Phillip Streets)

Sydney

New South Wales

Australia

NSW 2000

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Ranked Lawyers

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Australia

Investment Funds


Penny Nikoloudis
Band 2

Superannuation


Geoff Sanders
Band 2
Michael Mathieson
Band 3
Michelle Levy
Band 1