Client Solution

Unique trust structure assists fund manager client to meet regulations and reassure investors

My client was a small fund manager authorised to undertake regulated consumer loans. The client had gone to great lengths to ensure its investors’ contributions were structured as contributory loans and could not be pooled with investments made by other investors in other loans. The client had regulatory relief allowing this structure, but it was […]

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Commercial leasing expertise saves time, money and stress when moving premises

One of my professional services clients approached me about moving CBD office locations. Commercial leasing is often a juggling act, and in this case, multiple agreements, leases, sub-leases surrenders, deeds and naming rights over several floors of prime office space added to the challenge. The matter was particularly difficult because my client needed to lease

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Contract review for clients purchasing property saves them on non-compliance remedies

My clients were buying a particularly expensive property. I always ask clients to send me their contract for review before signing, and in this case when I reviewed the documentation, I recommended several amendments to the standard Real Estate Institute Queensland contract to better protect their interests. One condition required the seller to warrant that

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Successfully negotiating competing demands keeps client and purchaser happy

A client was approached by a large private equity group seeking to acquire my client’s business in a roll up. As soon as we started negotiating, cracks began to appear. My client had specific post-sale requirements to be negotiated as part of the sale; while the buying group was steadfast in its approach and reluctant

Successfully negotiating competing demands keeps client and purchaser happy Read More »

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