MinterEllison’s funds management team is experienced in establishing and advising funds management clients across a range of asset and industry sectors including equities, fixed income, securities, development capital, property (commercial, retail and industrial), integrated tourism and residential, minerals and energy, healthcare and infrastructure. We have strong industry understanding and extensive experience in wholesale, retail and ASX listed products.
Our clients include issuers and distributors of retail funds, wholesale funds, master trusts, super funds, life products and ‘wrap accounts’, as well as listed A-REITs and foreign managers acting under mandates for local institutions.
Working across a range of industries and asset classes, and multiple jurisdictions, our funds management team covers all aspects of fund formation, structuring, investments, exits and the resolution of disputes.
We have established funds in Australia and all key international locations including Luxembourg, Ireland, the Cayman Islands, Jersey, US (Delaware) and Guernsey. We have structured funds as segregated portfolio companies and limited liability partnerships, dealing with foreign fund administration and foreign regulation.
We advise on promoting and marketing funds to all types of investors on a global basis and deal with jurisdiction specific investor issues for European, US and Asian investors. We use our transaction experience to provide sound commercial and legal understanding of both the investment manager’s objectives, and investor requirements.
Our experience covers assisting with regulatory issues relating to investments and fund operation, including foreign investment regulation and financial services licensing and regulation. We assist our clients in bringing innovative products to market – hedge fund structures, derivatives-based products, exchange-traded funds and private equity funds – which often require careful negotiation with regulators such as the Australian Securities and Investments Commission (ASIC), the Australian Prudential Regulatory Authority (APRA), the Australian Securities Exchange (ASX) and the Australian Taxation Office (ATO). Our knowledge of and relationships with regulators enables us to tailor our applications and deal more efficiently with these matters.