Funds

Navigating a heavily regulated and highly scrutinised industry, staying ahead of product innovation, and adapting to an ever-changing and cyclical financial landscape.

These are just some of the myriad of challenges facing participants in the funds sector.

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The Hall & Wilcox Funds group is one of the largest teams in Australia with more than 30 people nationally, including 19 partners. Our group is comprised of highly skilled lawyers who are recognised as leaders in their field and are active participants in industry associations. We act for trustees, responsible entities and investment managers, including some leading Australian and international fund managers.

We have expertise across all relevant areas, including financial services regulation, banking and finance, property, corporate commercial, privacy, anti-money laundering / counter-terrorism finance, dispute resolution and tax. Our multi-disciplinary expertise offers an integrated view of the broader marketplace, its challenges, risks and opportunities, and the implications for business results.

Our pragmatic advice spans all stages of a fund’s life cycle – for both retail and wholesale funds – including property, securities, hedge funds, debt, listed funds, venture capital and private equity, investment fund M&A and financial services regulation. We also have experience in establishing less common wholesale managed investment vehicles, such as platforms (IDPS), hedge funds with overseas feeder fund structures and capital guaranteed products.

Hall & Wilcox is leading the market in the emerging Fintech sector. We have strong experience advising on, and establishing, cryptocurrency funds, cryptocurrency exchanges, ICOs and STOs.

Our clients include APN Property Group, Arena Investment Management, Australian Unity, Bennelong Funds Management, Charter Hall, ChinaAMC, Cooper Investors, CVS Lane, DomaCom, EG Funds, Ellerston Capital, Equity Trustees, Franklin Templeton, Golden Age, Hengyi, Impact Funds Management, Ironbark Asset Management, KM Property Funds, L1 Capital, Moelis, Newmark Capital, NorthWest Healthcare Properties, Perpetual Trustees, Qualitas, Resimax, Sandhurst Trustees, Savills, Powerwrap, Valara Funds Management, Viapac and Vanguard.

To stay close to the industry and its issues, we actively participate in the Financial Services Council, Fintech Australia, Property Funds Australia, Property Council of Australia, Australian Digital Commerce Association and the Law Council.

Experience

  • Providing succession planning advice to families with a focus on wealth preservation and protection of vulnerable beneficiaries.
  • Trust interpretation and trust disputes.
  • Reviewing complex structures of family trusts and unit trusts, and the preparation of documentation to deal with succession of control.
  • Preparing personal testamentary trust Wills.
  • Estate administration and estate litigation.
  • Advising family businesses in relation to shareholder’s agreements and the preparation of existing business structures for entry of second and third generations into business.
“Hall & Wilcox, provides ‘consistently high-quality service’ and is commended for its ‘industry knowledge and commercial approach’.” 
The Legal 500 Asia Pacific 2018

Key Contact

  • Fluent in Hebrew -Conversational

Harry has represented a number of listed public companies, large private companies and government organisations...