Investment Funds

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.