Department profile
Clayton Utz

Investment Funds

Asia-Pacific Guide 2026 : Australia

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Clayton Utz

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About

Provided by Clayton Utz

The team of integrated funds management specialists is among the largest in the market and is continually growing. Offering clients access to top-tier corporate, financial services, and tax experts for matters requiring a holistic approach. Multidisciplinary expertise spans funds, superannuation, governance, compliance, and insurance, further enhancing the firm's capabilities and reputation.

Comprehensive coverage is provided, addressing strategic planning, tax structuring, capital raising, asset portfolio acquisition and disposal, fund mergers, restructuring, governance advice, fund financing packages, TLB and 'unitranche' deals, financial services regulation implications, fund remediation, and compensation projects. Demonstrated prowess in navigating complex cross-border transactions spans a myriad of asset classes and sectors, including property and infrastructure.

Regulatory expertise extends beyond transactional matters to encompass significant regulatory work, influencing regulatory and industry outcomes through strong relationships with major industry bodies. The Superannuation team offers an integrated service that covers legal, tax, regulatory, and transactional aspects, advising major superannuation funds on investments in Australia and offshore. 

Industries (10)

  • Banking and Finance
  • Consumer and Retail
  • Digital Economy
  • Energy
  • ESG and Sustainable Business
  • Government
  • Healthcare and Pharmaceuticals
  • Housing
  • Infrastructure
  • Logistics and Supply Chains

Chambers Review

Provided by Chambers

Investment Funds - Australia

Band 2

What the Team is Known For

Clayton Utz has extensive expertise in domestic and cross-border investment funds. The team boasts a comprehensive understanding of retail and wholesale funds, assisting major clients with fund-raisings, asset portfolio acquisitions and disposals, fund restructures and general fund governance advice. The practice is also adept at advising on matters involving regulatory compliance and superannuation for clients, including large corporations and their associated funds, as well as financial institutions. The firm is particularly active in the real estate funds space, supported by a top-tier real estate practice. Its notable clients include fund managers and high profile institutional investors.

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Work Highlights

Provided by Chambers

  • Clayton Utz advised Horticulture Innovation Australia on its establishment of the Hort Innovation Venture Fund.

Strengths

Provided by Chambers

  • Overall, the way Clayton Utz performs is excellent. It has a great team, always able to turn work around quickly.

    Investment Funds respondentAsia-Pacific

  • We tend to use Clayton Utz for negotiations where we anticipate trouble. They're our hammer for cracking the hard nuts.

    Investment Funds respondentAsia-Pacific

  • I rate them incredibly highly. They got a good big team that go the extra mile and are very efficient.

    Investment Funds respondentAsia-Pacific

Notable Practitioners

Provided by Chambers

  • Matthew Daley
    Matthew Daley

    Matthew Daley

    Matthew Daley's expertise extends from acting on fund and trust establishment for prominent investment managers to fund-related regulatory work.

    • Matt is good at dealing with the business and summarising things into simple terms. He always provides good quality, commercial advice.

      Investment Funds respondentAsia-Pacific

    • Matthew delivers outstanding work for us and goes the extra mile. He knows his work, the legislation and all the regulatory material.

      Investment Funds respondentAsia-Pacific

    • Matthew Daley is excellent. He is very knowledgeable on investment matters and knows the legislation back to front. He will tell you how and if you can do something.

      Investment Funds respondentAsia-Pacific
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  • Matthew Anderson
    Matthew Anderson

    Matthew Anderson

    Matthew Anderson is adept at handling a range of matters relating to fund formation and joint venture fund arrangements for clients in the infrastructure and real estate sectors.

    • Matt Anderson has great knowledge. He knows the market and is good at giving advice on how we should respond to matters.

      Investment Funds respondentAsia-Pacific
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Ranked Individuals at Clayton Utz (2)

Australia

Members

Provided by Clayton Utz

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