HW Funds is Australia’s leading investment funds advisory team.
HW Funds brings together the market leading capability of McMahon Clarke with Hall & Wilcox existing funds capability and strength. Our collective deep industry knowledge and broad experience mean we partner with clients at every stage of their journey to optimise wealth and create value.
With one of the largest specialist teams in the country, our pragmatic advice spans each stage of the fund life cycle – from licensing and structuring, to finance, transactions, and tax, to litigation and exit strategies. Powered by leading national commercial law firm Hall & Wilcox, HW Funds’ multidisciplinary expertise offers an integrated view of the broader marketplace, its challenges, risks and opportunities, and the implications for your business.
We establish both retail and wholesale funds across a wide variety of asset classes, including property, agribusiness, securities, fintech, hedge funds, private debt, listed funds, venture capital and private equity, significant investor visa, renewables, and other alternative asset classes. We also have experience in establishing less common wholesale managed investment vehicles, such as platforms (IDPS), hedge funds with overseas feeder structures, and capital guaranteed products.
We advise responsible entities, trustees, and promoters of managed funds throughout Australia as well as investment managers, platform operators, brokers and distributors, custodians, administrators, advisers, and other stakeholders in the financial services sector.
We are industry pioneers, registering the first managed investment scheme in Australia, and have acted on hundreds of public offers. We take an active role in key industry bodies such as the Property Funds Association, Property Council of Australia, and the Financial Services Council.
How we can help
Advising AL Capital Holdings, the independent investment arm of Aqualand Group, in establishing a wholesale property syndicate to assist Aqualand with its independent investment in a $600 million funding package for the construction of AURA by Aqualand, a $1 billion mixed-use development set to be the focal point of the North Sydney rejuvenation.
Capital Property Funds
Advising on the restructure of the 601 Coronation Drive Fund, a closed-end single asset fund into an open-ended diversified property fund to enable the responsible entity One Managed Investment Funds, and investment manager Capital Property Funds, to utilise an existing investment structure whilst innovating and adapting to the property market changes to benefit investors.
CVS Lane Capital Partners
Advising on the restructure of the Property Finance Fund, CVS Lane’s flagship fund valued at $350 million, from a closed-ended fund to an open-ended fund.
First CCIV licence in Australia
In an industry milestone, advising Stara Real Estate Capital & Advisory on securing the first AFS licence in Australia authorising a person to operate a corporate collective investment vehicle (CCIV) as corporate director and also assisting Stara in making the first public offer for investment in a CCIV in Australia for the Stara Venu Hospitality Fund.
Advising leading unlisted property fund manager Forza Capital on establishing the Forza Debt Investment Fund in conjunction with Madigan to provide access to institutional grade commercial real estate debt opportunities offered by Madigan.
Advising HOPE Housing Fund Management, a not-for-profit fund manager providing shared equity as a silent partner to essential workers.
Centuria Capital Group and Primewest Group Investment Scheme
Advising Primewest Management (now Centuria Capital Group) in the merger of units in the Primewest Property Income Fund (PPIF) with units in the Centuria Diversified Property Fund to form a stapled vehicle, including acting for PrimeWest in closing and re-opening of the offer for units in the PPIF prior to implementation of the merger.
Australia’s first tokenised registered scheme
Advising Sire Custodians in establishing a managed investment scheme where investors can purchase micro-shares in horses using blockchain technology which is Australia’s first tokenised registered scheme.
$100 million StoreInvest restructure
Advising Storeinvest, part of the StoreLocal Group, Australia’s largest unlisted self- storage investment group, on its partnership with leading global private markets firm Partners Group (listed on the SIX Swiss Exchange) which invested $100 million into a fund launched by StoreInvest to fund acquisitions, new development, and expansion of existing facilities.
Gryphon Capital Income Trust
Advising on the launch and ASX listing of the $300 million Gryphon Capital Income Trust, the first listed fund investing exclusively in Australian residential mortgage backed securities and asset backed securities.
Advising Vasco Trustees in establishing multiple retail and wholesale managed investment schemes in the property, mortgage, equities, and significant investor visa sectors.
Centuria Agriculture Fund
Advising Century Group on structuring the $100 Centuria Agriculture Fund, a stapled unlisted open retail scheme seeded with a $177 million glasshouse facility initially purchased in a joint venture with Flavorite.
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