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2
Asia-Pacific 2022
Australia Investment Funds
2
Band 2

5 Ranked Lawyers

About

Provided by Allens

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.


Chambers Review

Provided by Chambers
Investment Funds - Australia
2
Band 2
What the team is known for

Allens is 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. Significant clients include Pacific Equity Partners, Maritime Super and Goodman Funds Management Australia.

Strengths

A client says: "Their client service is excellent - they are responsive, caring, easy to work with and consistent."

Another client describes the team as "leaders in the field," going on to note: "They are able to balance a commercial approach with the client's risk appetite and the regulatory environment."

Work highlights

Allens acted for ESR Australia on the establishment of ESR Australia Logistics Partnership and ESR Australia Development Partnership, two wholesale funds which totalled over AUD1.5 billion in commitments at first close.

Notable practitioners

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. A client describes her as "the top superannuation lawyer in Australia" and comments: "She gives me the legal advice that is more practical, commercial and on point, and her deep knowledge of the law gives me confidence that the advice will be correct."

Marc Kemp has a broad-ranging expertise in funds, with particularly noted expertise in advising on property fund matters. "Marc has excellent knowledge of complex fund and trust issues," comments one client, and another notes: "He provides commercially relevant advice."

Penny Nikoloudis is noted for versatile expertise in fund-related matters, covering the full fund life-cycle. A client highlights her "good industry presence" and describes her as "a specialist who is able to be called upon when required."

Geoff Sanders has an excellent reputation in the superannuation market, with noted experience of advising on fund transfer matters. A client notes: "He's responsive, consistent, commercial and easy to work with, and he achieves timeliness that is promised."

Michael Mathieson regularly advises superannuation clients on mergers and acquisitions. A client identifies him as "expert on complex matters, easy to work with and commercial."

Ranked Lawyers at
Allens

Provided by Chambers
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Band

Australia

Investment Funds

2
Marc Kemp
2
Band 2
2
Penny Nikoloudis
2
Band 2
Superannuation

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