Investment funds lawyers

Need help with funds management or investments? Here’s what to know about investment funds lawyers.

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If you need help with wealth management, superannuation or specific industry relations issues, you may be looking for an investments fund lawyer. This type of lawyer can offer commercial advice on funds management and information about investment structure and types. An investment funds lawyer can also provide valuable information about funds and their expected performance.

Find out how an investment funds lawyer works and how to get a free quote here.

Name Product Free consultation Starting price Fixed fees Areas of practice
$79 per month (basic membership billed monthly)

$69 per month (legal advice plan billed annually at $828)
Legal documents, company registration, business, employment
Lawpath is a legal services platform that provides solutions for a wide array of legal needs.
$49 + GST per week
Business, employment, IT, franchising, data and privacy, banking and finance, E-commerce
LegalVision employs technology to help connect startups, SMEs, and corporations to lawyers.
$799 / year
Business, consumer law, E-commerce, data and privacy, finance, consumer law
Sprintlaw offers affordable online legal services tailored for SMEs and startups.
Owen Hodge Lawyers
Owen Hodge Lawyers
Consult with the provider for a quotation.
Real estate, family, personal injury, mortgage, immigration, business
Get assistance from an experienced lawyer for a range of business and personal legal issues. Available for Sydney-based clients only.
Turnbull Hill Lawyers
Consult with the provider for a quotation.
Family, wills, estates, claims, criminal law, business, corporate litigation, employment
Work with a professional legal team on personal and business law issues including family law and wills and estates. Available in Sydney, Newcastle, and the Hunter and Central Coast regions.

Compare up to 4 providers

What is an investment funds lawyer?

Businesses and individuals all work closely with an investment funds lawyer to get the most financial return from their investments. With the help of the lawyer, you can obtain incredibly detailed commercial insight about the potential success of an investment and learn about the regulations that you might need to follow. The lawyer will also outline the tax implications and any industry regulations needed for a specific agreement. Lawyers in this area will also draft and submit required documentation and help with any required negotiations.

couple meeting with an investment funds lawyer

When should I use an investment funds lawyer?

You should seek the legal expertise of a skilled investment funds lawyer any time that you plan on contributing to an investment fund. Depending on the lawyer, you can often meet for the initial consultation to receive a free quote that outlines the legal fees if they should help you with your investments. An investment fund lawyer works closely with fund managers and investors to give critical advice on all financial aspects of the investment.

What does a free quote include and not include?

A free quote for an investment funds lawyer in Australia includes the projected fee based on the scope of the work required.


Typically, the lawyer will work on a fixed fee basis (some may charge an hourly fee) and the quote will also include filing fees, cost of obtaining documents and more. In NSW and Victoria, an investment funds lawyer must adhere to the Legal Profession Uniform Law 2014 by providing a costs disclosure if their projected fee will top $750,00.

Not Included

Professional costs are included in a quote but sometimes additional costs such as telephone calls or photocopying expenses are not included but will still be charged. The added expenses are included on the bill to the client.

Do I need a lawyer for investment funds?

If you are dealing with wealth management, superannuation, and specific industry relations issues then you probably need the specialised skills of an investment funds lawyer. For some legal issues, you can obtain DIY forms or templates from a variety of online sites that are free.

You do not need the assistance of an attorney to fill out certain legal documents but for complicated matters, you will definitely want to receive an investment funds lawyer quote to see if retaining the lawyer fits into your budget.

How do I get a free quote for an investment funds lawyer?

There are a couple of ways to get a free legal services quote. The first way is to search for a lawyer using Google and contact them directly. Another way to get a free quote is by using services such as LawPath and Legal Vision which can give you free quotes from their lawyer marketplace.

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