Investment Funds

Ashurst offers the full range of services surrounding the entire life-cycle of funds, including the establishment, management and acquisition of funds. The team often works on complex matters relating to property and infrastructure funds, as well as assisting domestic funds with offshore structures. The practice acts in relation to both listed and unlisted funds and also assists investors with investments into funds. Its clients include asset management firms and superannuation funds. Its key clients include Mercy Super, Barrenjoey Capital Partners and Resolution Life.

"They have good knowledge of funds and financial services law. A strong team across the board."

"Ashurst are clearly experts in the field of investment funds and financial services, and they are across industry trends."

Ashurst advised Mercy Super on its merger with HESTA by way of a successor fund transfer.

Lisa Simmons advises fund managers on a range of matters such as fund restructures, establishment and mergers, and also advises investors on their investments into funds. "Lisa is one of the most thoughtful, commercial and well-regarded fund lawyers. She is empathetic, curious, commercially minded, technically very strong and of great value."

Scott Charaneka regularly acts for some of the top pension funds in Australia on a range of fund investment matters. "Scott is highly regarded, very practical and experienced. He's always looking for solutions."

Con Tzerefos is an experienced practitioner with an extensive list of funds space clients. He is regularly instructed on such diverse matters as joint venture funds establishment and listed REIT restructures. "Con Tzerefos is an incredible relationship partner, always delivering an excellent level of service."