Pooled funds: pooled legal expertise

As a fund manager, you need to be experienced at working with pooled funds and managing investments to deliver the returns expected of your investors. Similarly, at Madgwicks we manage pooled resources, relationships and expertise, to deliver the regulatory, compliance, and risk management outcomes to ensure our clients’ interests are protected and their commercial results achieved.

Understanding your industry is paramount to what we do – and the day to day running of your business often requires additional specialist skill sets to effectively manage your legal issues. Our Funds Management team works closely with other Madgwicks teams, including in tax, finance, and property. We also draw on our industry connections and, as required, international legal support through Meritas. The result – seamless delivery with minimum fuss of everything you require to make your business and fund simpler to operate – so you can get on with the job of generating returns for your investors.

Our Funds Management & Superannuation team understands the complex regulatory aspects of the full spectrum of funds work. We have the expertise to help clients achieve their objectives with the minimum of fuss whilst always ensuring that our clients’ interests are protected. Our clients value our proactive risk-management strategies.

We maintain good working relationships with financial services industry regulators including ASIC, ASX, APRA, AUSTRAC and the ATO. Our team regularly advises on Corporations Act, Superannuation Industry (Supervision) Act, Anti-Money Laundering and Counter-Terrorism Financing Act, and other relevant legislation and regulator policy statements and practice requirements.

Our clients include Australian and international fund managers, superannuation funds, property trusts, wealth advisory firms, and organisations providing SMSF consulting services.

Contact our Funds Management & Superannuation team to see how we can make things less complex for your fund and your business – so you can focus on getting a return for investors. Our team is experienced in the entire life cycle of a managed fund – from establishment to divestment.


Our Experts

Thought Leadership & Past Experiences

A $2 million-dollar error: What SMSF professionals can learn from the auditor liability cases

Recent findings highlight SMSF audit risk and provide highly useful, transferable lessons for accountants and lawyers.
9 April, 2019

Structuring SMSF investments in managed investment schemes – lessons from the Aussiegolfa case

A recent finding of the Full Federal Court has major implications for the sole purpose test.
27 March, 2019

The incapacity conundrum and SMSFs – planning for the (mostly) inevitable

It’s important that advisers raise the possibility of incapacity at the earliest opportunity.
14 November, 2018