Investment Funds
Asia-Pacific Guide 2025 : Australia
Band 3
Email address
[email protected]Contact number
+61 2 9225 0200About
Provided by Baker McKenzie
With one of the largest dedicated Investment Funds teams in Australia, our multidisciplinary team seamlessly provides transactional, regulatory and tax advice to our fund clients. We counsel a broad spectrum of clients, from some of the world's largest sponsors to first time asset managers and advise a wide range of institutional investors including prominent pension funds, family offices and corporates. In addition, our team has particular expertise assisting sovereign wealth funds on their alternative investment programmes.
With our wealth of experience, we offer a complete array of services to our clients, including:
• Fund formation
• Fund investments
• Secondary transactions
• Joint ventures
• Structured hybrid funds
• GP-led liquidity solutions
• Consortium arrangements
Chambers Review
Baker McKenzie is in demand for its expertise in providing the full range of funds-related services to an impressive roster of domestic and international clients. The firm is especially noted for its acumen in structuring and establishing funds, including work on innovative funds, structured investments and offshore funds. The team assists high-profile investors with their investments into funds and is also active on matters relating to public funds, advising on transactional matters involving REITs and on the formation and management of ETFs.
Work Highlights
- Baker McKenzie advised Rest Super on its investment into a large number of private market funds globally, with a review led out of Australia.
Strengths
Provided by Chambers
"They can always give pragmatic, practical advice on the most complex issues in an understandable way."
"Baker McKenzie has a can-do attitude to problem solving and seamless provision of advice from offshore where required."
"They can always give pragmatic, practical advice on the most complex issues in an understandable way."
"Baker McKenzie has a can-do attitude to problem solving and seamless provision of advice from offshore where required."
Notable Practitioners
Lewis Apostolou counts major institutional investors, including pension funds and sovereign wealth funds, among his clientele, whom he often advises in relation to their commitments in private funds.
"A great operator with strong experience both locally and internationally. He has a client-centric approach and is smart and commercially astute."
"Lewis is great to work with. He's very responsive and very calm. He is able to help simplify very complex and very long documents that don't seem to make sense."
Bill Fuggle focuses much of his practice on advising clients on the establishment and regulation of public funds, bringing deep experience in financial services regulation to the table.