Investment Funds
Asia-Pacific Guide 2024 : Australia
Band 1
Email address
[email protected]Contact number
+61 2 9230 4000About
Provided by Allens
Allens funds management and superannuation team has acted on a significant number of market-leading matters and transaction. Allens have an integrated approach, the team have a deep level of sectoral and asset level expertise and institutional knowledge having worked with these clients for over 20 years. The investment funds team spans the full spectrum of funds work for local and offshore investors including fund formation, fund operations and distressed funds and advising on all aspects of funds formation and on a broad range of asst classes and investment strategies. Allens advises on fund operations and asset servicing matters with an understanding of the operational and regulatory aspects of funds meeting clients investment strategies and business goals. The Allens superannuation team have a long working history with superannuation funds work with 18 of Australia's top 20 superannuation funds, working on influential mergers, significant investments, consortia arrangements, regulatory and litigious matters. Allens couple asset class experts with superannuation experts to advise superannuation clients in executing investment strategies helping to understand risk appetite, investment governance arrangements and market standards. Allens Investment Funds and Superannuation team have the unique ability to draw upon asset level expertise from within the team and from those in other practice areas including private equity, venture capital and energy assets.
Chambers Review
Allens is notable for its range of work on fund formation and funds-related M&A. The practice serves an impressive client roster, which includes funds, banks and corporates, and also offers a strong superannuation practice, advising funds on investments in particular. The team utilises the firm's wider real estate offering to provide an all-round service to its property investment fund clientele, and draws on the firm's financial services regulatory practice to further assist clients. The practice's notable clients include Pacific Equity Partners, Global Infrastructure Partners and IFM.
Work Highlights
- Allens advised GPT on the acquisition of management of UniSuper's circa AUD2 billion direct real estate portfolio.
Strengths
Provided by Chambers
"In our experience, there is no firm in the market with equivalent depth of talent and expertise."
"The team is fantastic, second to none. They are clearly across the detail and are very knowledgeable. They understand the key technical issues but also commercial issues, and help strategise solutions."
"In our experience, there is no firm in the market with equivalent depth of talent and expertise."
"The team is fantastic, second to none. They are clearly across the detail and are very knowledgeable. They understand the key technical issues but also commercial issues, and help strategise solutions."
Notable Practitioners
Michelle Levy has a leading practice advising clients active in superannuation and life insurance. She is regularly instructed on a range of transactions, including superannuation fund transfers, business divestitures and M&A, and also offers regulatory and litigation expertise.
Penny Nikoloudis is noted for versatile expertise in fund-related matters, covering the full fund life-cycle.
"Penny is incredibly bright, and her work ethic is second to none."
"She's fabulous, with a great deal of knowledge. She's been fantastic in educating us."
Geoff Sanders has an excellent reputation in the superannuation market, with noted experience advising on fund transfer matters.
"Geoff is very humble. He goes out of the way to get the job done right; nothing is ever too hard or too difficult. He is so pleasant to deal with and really commercial."
"He comes with a lot of knowledge of superannuation and understands the ecosystem. It's invaluable because he knows the industry inside out."
Marc Kemp has a broad-ranging expertise in funds, with particularly noted expertise in advising on property fund matters.
"Marc has fantastic client service and is great to deal with."
Michael Mathieson regularly advises superannuation clients on mergers and acquisitions.
James Kanabar is based in Sydney, where he is well reputed for fund establishment across a range of asset classes.
"His attention to detail, commerciality and responsiveness are particularly exceptional."
Ranked Lawyers at
Allens
Australia
Members
Provided by Allens