Financial Services
We provide pragmatic and efficient legal solutions on regulatory and transactional issues faced by our funds management, superannuation and insurance clients.
Our Financial Services Expertise
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.
Meet our multi-faceted team, read their latest insights and find the right lawyer for your query below.
Insights from the Team
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Featured
Self Managed Super Fund (SMSF) changes proposed after 1 July 2019
By Melissa Ramoc
The implications of Commonwealth Government changes to membership rules applying to self-managed super funds
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Featured
Consequences for Australian resident beneficiaries of foreign trusts with capital gains
By Daniel Hui
Foreign trusts should consider if distributing capital gains to Australian residents remains a tax effective option
Latest insights
Consequences for Australian resident beneficiaries of foreign trusts with capital gains
Foreign trusts should consider if distributing capital gains to Australian residents remains a tax effective option
What is your trust’s vesting date and why should you know it?
Missing your trust's vesting date can have serious tax and trust law implications
Latest news
Maddocks advises ASX-listed Mainstream Group Holdings Limited on its $415 million sale to Apex
We have advised Mainstream Group Holdings Limited on its sale to global financial services provider, Apex Group Ltd
Super deal: Maddocks advises Equity Trustees on superannuation fund acquisition
Maddocks has advised leading independent specialist trustee company on acquisition of Zurich Australian Superannuation
Other services used by our Financial Services clients
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Banking & Finance
We provide strategic advice and offer practical structuring solutions across all types of financial transactions for our clients.
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Mergers & Acquisitions
We advise businesses on all types of business acquisition transactions, from legal guidance to practical management of issues.
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Tax & Revenue
We understand the tax issues that our clients face and confidently deliver advice and strategies of all forms of direct and indirect tax.
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Restructuring & Insolvency
Our team advises a number of participants in creating and implementing restructuring, insolvency and recovery strategies.
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Real Estate
Real Estate team provides a full-service property offering with strategic and practical advice that helps achieve commercial outcomes.
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Construction
Our construction service provides advice to generate a way forward for property and infrastructure clients needing legal, business and regulatory insight.
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Major Projects & PPPs
We can assist by understanding the intersection of your business needs, the commercial influences and regulatory environment for your project.
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Private Equity
We advise on a full range of services regarding buying and selling businesses.
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Partner
Melbourne