I am involved in a broad range of matters, including acquisitions and disposals, advising on structuring and regulatory issues, advising on retirement village unit conveyancing and drafting resident contracts and other operational documents. My work in this space covers both new and existing retirement villages and land lease communities in various jurisdictions around Australia.
In a sector that is constantly impacted by regulation and reform, I play an active role in various advocacy initiatives, including legislative reform reviews and assisting sector peak bodies with government submissions and engagement. I also regularly present on a range of topical legal issues to key clients and other sector stakeholders at events and through various training and advocacy programs, including for Property Council of Australia, Aged & Community Care Providers Association and DCM Institute.
With my in-depth knowledge of the sector, I am committed to working with my clients to provide timely and commercial solutions.
Career highlights
- Oak Tree Group – advising on all aspects of Oak Tree Group's retirement village portfolio, including:
- acting in the acquisition of several retirement village development sites in New South Wales and Queensland; and
- providing regulatory advice, drafting residence contracts, advising on resident disputes and overseeing the conveyancing practice across New South Wales, Queensland, Victoria and Tasmania.
- Lendlease – acting in the restructure and various sales of interests in its national retirement village business to capital partners.
- Keyton (formerly Lendlease Retirement Living) – advising on various aspects of Keyton's national retirement village portfolio, including providing regulatory advice, drafting residence contracts, advising on resident disputes and overseeing the conveyancing practice in Queensland.
- Aveo – advising on the sale of its national portfolio of retirement villages and aged care facilities and acting on the sale and purchase of various operating retirement villages in Victoria and New South Wales.
- Ingenia Communities – acting on the acquisition and disposal of various land lease communities and retirement villages nationally, including the acquisition of the Seachange portfolio of 6 land lease communities in Queensland.
- Bolton Clarke – acting on the acquisition of the McKenzie Aged Care portfolio comprising 17 residential aged care facilities and 2 retirement villages in Victoria, Queensland and New South Wales.
- Levande (formerly Stockland Retirement) – drafting and assisting with the implementation of automated contract templates across its entire national portfolio and providing advice on various regulatory, development and operational matters.
- Eureka Group Holdings – acting on the acquisition of various retirement villages, including a portfolio of 2 retirement villages in Hervey Bay and Cairns in Queensland and 2 rental retirement villages in New South Wales and Victoria Communities.
- RetireAustralia – acting on the proposed sale of its portfolio of retirement villages in New South Wales, Queensland and South Australia.
- Goodwin Aged Care – acting on the acquisitions of a residential aged care facility and a retirement village and home care business, in Bateman's Bay, New South Wales.