Lazorne Legal Pty Ltd (“Lazorne Legal”) offers practical, effective and commercially-focused solutions in corporate, financial services and funds management law. In particular, we specialise in the following areas:

Financial services

We advise on complex, specialised topics within the Corporations Act such as financial services regulation (“FSR”) issues and prepare/review documents including Financial Services Guides, Product Disclosure Statements, Statements of Advice and marketing materials.

Funds Management

We have experience in structuring Funds, negotiating and drafting Fund documents. We can:

• advise on Fund establishment issues including the best structure for the entities, FSR implications of establishing a Fund (including licensing, requirement to be registered as a managed investment scheme);
• prepare, review or amend trust deeds and constitutions;
• prepare information memoranda, reviews and sign-offs;
• prepare investor subscription agreements;
• review or prepare outsourcing agreements including investment management, custody and fund administration agreements;
• liaise with regulators such as ASIC and ASX on compliance issues and queries;
• draft, review and advise in relation to ancillary agreements such as futures trading agreements; and
• review marketing materials.

We cater for retail funds, wholesale funds, fund of funds, listed funds, private equity funds, self managed funds, SMAs and MDAs operating locally or internationally.

General corporate

We also advise on, negotiate and document a range of transactions in Australia including:

• acquisitions and divestments;
• mergers;
• joint ventures; and
• distribution and supply arrangements.

We advise clients generally about establishing their operations in Australia, including the appropriate strategy, business structure and regulatory environment.