Investment Funds

About

Provided by Gilbert + Tobin

Gilbert + Tobin’s Funds Management team provides advice throughout the funds management cycle to large corporates, banking clients, listed companies and funds, private equity clients, financial advisers and their clients, underwriters and institutional investors across a wide range of Australian transactions.

We aim to provide innovative advice on new and existing structures and financial products. We have acted for many listed corporations and funds in relation to their debt and equity capital markets transactions. We have excellent working relationships with the Australian Securities & Investments Commission (ASIC), the Australian Securities Exchange (ASX) and the Australian Prudential Regulatory Authority (APRA).

We specialise in providing advice on listed and unlisted property trusts for our clients in the financial services industry and also act for many of the major private equity funds based in Sydney. We thrive in the complex end of the transaction structures, having advised on multi-stapled structures including companies or public trading trusts, hybrid instruments issued by Managed Investment Schemes (MIS) and the “shadow” MIS structure to streamline multi-stapled offerings in the unlisted property trust space.