We are at the forefront of this new wave of fundraising, having worked with crowdfunding platforms since 2012. Our multidisciplinary team, which includes taxation and property lawyers, provides integrated advice as needed.
We are involved in projects from inception to completion, and provide practical advice about the steps required. This includes:
Planning
- structuring advice, including issues papers, options papers, discussion papers and diagrams
- financial services licensing requirements (AFSL, ACL etc)
- recommendations about appropriate structures
Implementation
- drafting scheme documentation;
- drafting contractual documentation;
- drafting and lodging application documents;
- engaging with regulators, such as ASIC, to obtain necessary regulatory relief;
- drafting disclosure documents, information memoranda and product disclosure statements;
- reviewing applications forms; and
- reviewing marketing material.
Experience
- Acting for DomaCom Pty Ltd on all aspects of establishment of a novel and complex retail franctional property investment platform structured as a registered managed investment scheme.
- Advising and acting on all aspects of the establishment of Property Shares, a wholesale property crowdfunding platform.
- Advising and acting on all aspects of the establishment of a number of P2P and small business lending platforms.
Key contact
Harry leads our financial services team and focuses extensively on financial services law and corporate advisory.
Our team
Related thinking
Financial Services| 26 Mar 2024
Has the Federal Court killed the unfair contract terms regime for insurance?
We explore this important decision and identify the implications of it for the insurance sector.
Financial Services| 25 Mar 2024
Financial Services in Focus – Issue 91
Catch up on the latest financial services news, including ASIC’s and APRA’s cross-industry information package on the Financial Accountability Regime.
Financial Services| 15 Mar 2024
Landmark decision in ASIC versus Finder Wallet: exploring legal boundaries of crypto-assets
We analyse this ruling to help you gain a deeper understanding of the implications.
Financial Services| 14 Mar 2024
Reminder: is your cleansing notice compliant with the Corporations Act?
We have observed in the market some listed companies are continuing to use outdated templates to prepare their cleansing notices, making them technically non-compliant with the Corporations Act.