Investment Funds
Asia-Pacific Guide 2025 : 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.
Work Highlights
- Allens acted for the Mirvac Group on the establishment of the Mirvac Industrial Venture.
Strengths
Provided by Chambers
"Allens is our go-to firm, particularly for more complex things, as they have broader practice and sector expertise."
"Allens are good at combining rigorous legal analysis with a sensible, commercial approach. The team are also very good at meeting timelines and providing clear and concise advice."
"Allens is our go-to firm, particularly for more complex things, as they have broader practice and sector expertise."
"Allens are good at combining rigorous legal analysis with a sensible, commercial approach. The team are also very good at meeting timelines and providing clear and concise advice."
Notable Practitioners
Geoff Sanders has an excellent reputation in the superannuation market, with noted experience advising on fund transfer matters.
"Geoff lives that true partnership relationship. Nothing we ever ask of him is too much. He is really good at what he does, knows us very well and can identify issues."
"Geoff is one of the best lawyers we've worked with. He handles the matter very well, is commercial and responsive, and takes a pragmatic approach."
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 an expert in her field. We can trust her to guide us towards commercially pragmatic outcomes. She also thinks outside the box for ways to add value to our business."
Marc Kemp has a broad-ranging expertise in funds, with particularly noted expertise in advising on property fund matters.
"Marc has a good understanding of our business and always applies a commercial lens to his advice and recommendations."
"Marc has advised on some very complex and ambiguous circumstances. He has the ability to explain the principles and details well."
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.
"James is very responsive and knowledgeable about the funds market. He's friendly and efficient. It's easy to pick up the phone and talk through a complex issue with him."
Stephanie Malon has a growing reputation in the field of superannuation. She regularly provides guidance to well-known clients on matters including fund mergers and ESG-related issues. She is based in Melbourne.
Ranked Lawyers at
Allens
Australia
Members
Provided by Allens