Acting for First State Super in connection with its AU$150 million equity fund partnership with the NSW Government to support job creation and business growth in that state.
Acting for the seller in its divestment of a portfolio of private equity interests with an aggregate sale price in excess of AU$220 million.
Acting for First State Super and Hostplus as seed investors in the then largest ever technology start-up venture capital fund, managed by Blackbird Ventures.
Advising five industry superannuation funds on the restructure of their interests in the IFM Infrastructure Funds and IFM Australian Infrastructure Wholesale Funds.
Acting for superannuation fund investors in venture capital funds managed by Archer Capital, AirTree, SquarePeg, Odyssey, Artesian, Brandon Capital, Potentia and Carnegie.
Acting on successor fund transfers for both transferee funds (AustralianSuper – Westscheme, AGEST, City of Perth; Christian Super – Australian Christian Super), and transferor funds (IRIS – HESTA).
Advising on a major overhaul/modernisation of the trust deeds for several leading industry funds.
Acting in multiple custody transitions, including the transfer of approximately AU$1 billion in alternatives, equity and debt assets from National Australia Bank to JP Morgan.
Advising a boutique fund manager on an IPO/new listed investment company.
Assisting a super trustee to secure Australian Prudential Regulation Authority (APRA) determinations with respect to in-house assets.
Advising a super trustee on structuring of financial services and funds management business within its group and in compliance with regulatory requirements.
Advising a boutique fund manager in relation to business structuring, AFS licensing obligations including compliance with FOFA (conflicted remuneration).
Acting for the vendor (institutional investor) of a major office space leased to the New South Wales Government, including unwinding of complex security trust and debt arrangements in order to facilitate the sale.