Investment Funds

King & Wood Mallesons is recognised for its pre-eminent team, boasting strength in matters relating to fund formation, restructurings, funds M&A and related regulatory issues. The practice is recognised for its expertise in all types of funds, including listed funds, real estate funds, private equity, venture capital and hedge funds, as well as for its expertise in superannuation. The firm's clients benefit from the global nature of the practice thanks to the firm's expansive network, which is particularly strong in China. The team boasts a strong bench with considerable depth of experience in all aspects of the industry.

"The team are knowledgeable, insightful and always commercial with their advice."

"Technical excellence overlaid with good commercial sense. The team provides advice based on a deep understanding of the client, including commercial objectives, risk appetite and governance."

King & Wood Mallesons advised exchange-traded fund provider Betashares on its proposed acquisition of Bendigo Superannuation from Bendigo and Adelaide Bank.

Jim Boynton has a renowned practice in the investment funds space and is well versed in fund formation, fund-raising, fund-related M&A and associated regulations. He is frequently instructed by leading international and domestic financial institutions.

Mark McFarlane has a prominent profile in the market and regularly acts on substantial M&A transactions in the funds space. "His understanding and knowledge of the market, the regulatory framework and the client's objectives and risk appetite result in considered advice that makes sense." "Mark is very good at simplifying complicated rules and laws, and is very happy to help when needed."

Nathan Hodge has a deep expertise in the superannuation and life insurance space, where he advises prominent fund managers and banks on complex fund transactions.

Brian Murphy offers extensive experience in advising fund clients involved in the natural resources and real estate sectors.

David Eliakim has a respected practice advising such clients as property fund managers and infrastructure fund managers on a range of M&A transactions.

Daniel Natale is a well-regarded lawyer and is a frequent adviser to asset managers and funds, whom he often assists in relation to fund-raising and structuring issues.

Sarah Yu is well known in the field of superannuation regulations and has been recognised for her work with financial services institutions, funds and insurers. She is based in Sydney. "Sarah has a practical, commercial approach to dealmaking and problem solving. She has deep knowledge of the industry and the commercial context." "Sarah has very in-depth knowledge of the subject matter of the file and of current industry and commercial practice in the superannuation field."

John Sullivan is well regarded for his expertise in investment funds and M&A, with particular experience handling matters pertaining to real estate, private equity and infrastructure funds. "He understands how we operate and provides helpful views that are well considered and timely."