We provide beautifully written, high quality legal solutions to clients in the Australian financial services industry.

• fund establishment - all investment universes, wholesale and retail

• responsible entity, trustee, investment manager and dealer group support

• turn-key compliance systems

• fixed cost AFSL applications and variations

• investor and confidentiality agreements

• MDA and IDPS support

• derivatives and FX work

• loan documentation review

• offshore manager support

• investment, advisory and compliance committee documents

• acting as your compliance manager

• AML CTF programs

• website terms

• shareholder, employment and contractor arrangements

• investor meeting support

We stick to what we do well.

We don’t usually assist with real property transactions, detailed tax advice or managing ASIC investigations and investor disputes. They’re not our thing.

But we can point you in the right direction.