Investment Funds Department

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What the team is known for A highly regarded team with in-depth knowledge of superannuation and funds management across a broad range of industry sectors and asset classes. Acts on both public and private funds, advising managers with fund structuring and establishment, as well as mergers and acquisitions, and also offers noteworthy expertise in the property sector. Provides further assistance on the rationalisation and restructuring of funds. Also assists clients with regulatory compliance issues relating to investments and fund operations, including foreign investment regulations and financial services licensing. Clients include major financial institutions, fund managers and both international and domestic investors.

Strengths A client values the firm's "very professional and prompt service, commercial advice and client-centric approach."

Work highlights Acted as key adviser to TAL Dai-ichi Life Australia in relation to its AUD725 million acquisition of Suncorp’s Australian life insurance business.

Notable practitioners

Maged Girgis
is a market-leading practitioner who acts on some of the most significant life insurance business deals and superannuation fund matters, including successor fund transfers and divestitures.

Michael Lawson
is characterised as a "sensible practitioner" by a market sources, a client describing him as "commercial and practical" with a "very good approach" to matters. He advises clients on both domestic and cross-border matters, including fund formation, co-investment structures and debt management mandates, particularly in the property sector.

Stuart Johnson
is a prominent figure in the investment funds market, identified by one client as a "very commercial and experienced operator." He is highly experienced in advising clients on a range of investment product structures, including listed investment trusts.

Tony Dhar
has a well-established practice and broad experience in the market. He advises a range of clients, including foreign-listed REITs, on such matters as fund formation, co-investment vehicles and trust restructures.