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. 

Chambers Review

Provided by Chambers
Investment Funds - Australia
2
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 on 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, such as Queensland Investment Corporation, Prime Property Fund Asia and Kayne Anderson Rudnick Investment Management.

Work Highlights

Provided by Clayton Utz
  • Clayton Utz advised Queensland Investment Corporation on the establishment of the Queensland Natural Capital Fund. 

Notable Practitioners

Provided by Chambers
Matthew Anderson
2
Matthew Anderson
Head of Investment Funds
2
Band 2

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.

"He is very articulate and commercial - he keeps it practical and relevant without trying to take the point."

Matthew Daley
2
Matthew Daley
Head of Investment Funds
2
Band 2

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

"Matthew has very deep technical expertise and a high level of commercial acumen. He is outstanding."

Ranked Lawyers at
Clayton Utz

Provided by Chambers
Filter by
Band

Australia

Investment Funds

Matthew Anderson
2
Matthew Anderson
Head of Investment Funds
2
Band 2
Matthew Daley
2
Matthew Daley
Head of Investment Funds
2
Band 2

Members

Provided by Clayton Utz

Andrew Sommer

Ben Furner

Brendon Lamers

David Wilkie

Keshni Maharaj

Klay Brown

Kylie de Oliveira

Mathew Spain

Matthew Anderson

Matthew Anderson

Head of Department

Matthew Daley

Matthew Daley

Head of Department

Vanessa Pallone

Industries

Provided by Clayton Utz

Banking and Finance

Consumer and Retail

Digital Economy

ESG and Sustainable Business

Energy

Government

Healthcare and Pharmaceuticals

Housing

Infrastructure

Logistics and Supply Chains