We help you select the investment structure best aligned to your business objectives.
We can assist with:
Fund Manager Establishment and Structuring. Our structuring expertise is integrated with our broader regulatory and investment knowledge and extends across different investment vehicles. These include registered managed investment schemes, ETFs, ESVCLPs, VCLPs, PE/VCs and wholesale Funds.
Structure creation and development: Preparation of constituent documents for Funds, MDAs, SMAs, Partnerships and Syndicates.
Selection of outsourced Service Providers: An independent process for selection and implementation of trustee/RE, registry, fund administration and custody providers.
Offer documents: Preparation of offer documents, including Information Memorandum, Product Disclosure Statements and Subscription Agreements.
Start-ups: Turnkey solutions to provide licensing, operational and structuring of Fund investment vehicles.
Retail regulatory requirements: Includes preparation of TMDs and scheme compliance plans.
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Level 9, Bligh House 4-6 Bligh Street Sydney NSW 2000