Managed Investments & Property Syndication

At summerslegal we have a wealth of experience in all aspects of managed investments, property syndication and other methods of capital raising income pooling.

The Managed Investments Act ("MIA") and the Financial Services Reform Act ("FSR") place significant legislative and licensing hurdles in the way of developers and capital raisers who are involved in industries such as:

• strata titled tourist resorts
• property syndication
• property development
• strata titles
• joint venture capital raising

The limitations imposed by the law have become so significant that, without obtaining professional legal advice in advance, businesses and people who are involved in these industries run a high risk of contravening the law.

At summerslegal we can discuss your project with you in advance and advise you of ways and methods of structuring your project so as to comply with your legal obligations yet avoid the significant requirements of the MIA and FSR.

Alternatively, if you cannot or do not want to avoid the MIA and FSR, we can assist you in obtaining an Australian Financial Services Licence that is suited to your business and in preparing and drafting Product Disclosure Statements and other fundraising documents.

For further information on managed investments, property syndication, joint ventures and licensing please contact Paul Summers of summerslegal.

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