Financial Services

We advise a wide array of industry clients at Maddocks, including fund managers, superannuation and health insurance funds, life insurers, corporate trustees, asset consultants and custodians.

In funds management, we advise on issues that reflect the managed fund lifecycle, from establishing managed funds, restructuring and re-organisation, to asset divestment and managing Australian Financial Services Licenses. We offer practical services and strategic advice, aimed at generating higher returns while minimising risk.

We also have significant experience in establishing all kinds of wholesale funds, including Significant Investor Visa funds, property trusts, infrastructure trusts, mortgage funds and fixed interest and equity funds. Alongside this, we also advise clients on the related licensing and regulatory requirements.

At Maddocks, we also offer a range of financial planning services, from acquisition and disposal of practices and structuring of relevant businesses and service offerings through to the documentation and negotiation of member firm arrangements. This also extends to compliance and regulation advice.

Our clients also rely on us to provide guidance on legal and tax due diligence regarding collective investment and other private equity structures, such as equities, alternative investments, property and infrastructure. This includes establishing special purpose investments, like shareholder joint ventures or partnership style arrangements.

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