International Funds

International Funds - Australia

Breaking new ground in international funds

King & Wood Mallesons is the advisor of choice to the global funds sector. Our unique understanding of international funds regimes, coupled with our global footprint, means we are ideally placed to help clients navigate the complex regulatory framework.

The breadth of our expertise in Australia and across the Asia Pacific region means we provide our clients with seamless advice across all aspects of the funds industry. Our Australian team advises on all aspects of the funds sector, from listed and unlisted funds to retail and wholesale funds and investment platforms, including:

  • Listed funds
  • Real estate funds
  • Infrastructure funds
  • Debt funds
  • Private equity
  • Secondaries
  • Venture capital
  • Hedge funds.

We regularly advise on:

  • Funds structuring (including stamp duty and FIRB)
  • Regulatory issues
  • Funds finance
  • Growth capital.

We also have considerable experience in the wealth management sector.

No other firm operating in this jurisdiction can offer the same breadth or depth of expertise and resources across the funds sector.

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Leading the way in Asia and across the Pacific

Significant changes in the global funds landscape have seen a rise in activity and the importance in fund formation in Australia, both as a source of investable funds and as a destination for investment.

Our team has played an important role in assisting many leading fund managers and investors in executing strategic transactions, including:

  • Canada Pension Plan Investment Board/DEXUS on their takeover of the Commonwealth Property Office Fund
  • Westfield on the restructure of Westfield and Westfield Retail Trusts
  • Hancock Victorian Plantations Australia on the acquisition of an additional 33.27% interest in Hancock Victorian Plantations Holdings Pty Ltd from four Australian investors
  • GDI Property Group on their IPO and restructure, the largest real estate IPO of 2014.

Our clients benefited from seamless delivery of funds, mergers and acquisitions, capital markets and tax expertise.

King & Wood Mallesons unique understanding of international funds regimes means we are regularly called on to assist offshore institutions execute their plans in Asia and the Pacific. This includes advising on the marketing of their funds to local investors, establishing local operations and making local investments. Most recently, our team assisted Barclays Capital to establish and licence its funds platform and with the launch of its Australian retail funds.

We have also worked closely with a wide variety of clients in the wealth management sector. Most recently, this has involved assisting them to assess the implications of the Future of Financial Advice reforms, particularly with respect to product distribution. Our team has also advised on the most significant business transformation and product integration projects in the wealth management industry over the past decade for clients such as BT/Westpac/St George, NAB/MLC, JB Were and AMP.

Bringing innovative products to market

Our Australian funds team are known for their role in working with clients to bring innovative products and structures to market, having been at the forefront of the development of the funds industry since the 1980s.

A good example includes our role in working with State Street Global Advisors, and the regulators for over a decade, in the exchange-traded fund space – we assisted State Street legal counsel launch the first ETF ever established in Australia and crossing onto the AQUA platform, one of the world’s first and largest ETF.

To read more about our areas of practice, experience and recent developments, please see our funds brochure.

Download our financial regulatory brochure to discover how we can provide you with comprehensive solutions to assess risk and save you money, time, and resources.

"Their strengths include deep expertise in funds management, a willingness to invest time and resources into understanding our business, and a commercial approach."

Chambers

Regulator

Australia's financial institutions are experiencing more regulatory pressure than ever before. Remain at the forefront of key regulatory issues as we guide and shape the future of financial services.

regulator
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The Assistant Treasurer has released exposure drafts of key legislation for corporate collective investment vehicles, continuing Australia's development as a funds management centre.

25 August 2017

The tax changes are aimed at reducing the uncertainty with the Investment Manager Regime (IMR) and the new tax system for attribution managed investment trusts (AMITs).

19 July 2017

Analysis of the 2017-18 Australian Federal Budget: key tax changes for corporates and small business, personal tax reforms, and funds and superannuation updates.

09 May 2017

This publication has been downloaded from the King & Wood Mallesons website. It is provided only for your information and does not constitute legal or other advice on any specific matter. If you require or seek legal advice you should obtain such advice from your own lawyer, and should do so before taking, or refraining from taking, any action in reliance on this publication. If you have any questions, please contact King & Wood Mallesons. See www.kwm.com for more information.