Australia Private Fund Regulatory Playbook | Carta
Stay ahead of Australia's evolving fund regulations
Even experienced fund managers struggle to keep up with the evolving regulatory expectations set by the Australian Securities and Investments Commission (ASIC). With each policy change, private funds must navigate a complex web of compliance obligations that impact how they raise and deploy capital.
Get the Australia Private Fund Regulatory Playbook
This playbook is designed to help venture capital and private equity firms stay up to speed with Australia’s current regulatory framework and compliance priorities. It covers:
- Fund structures and tax considerations: VCLPs, ESVCLPs, Managed Investment Trusts, and AMITs, with a breakdown of tax treatment for domestic and foreign LPs.
- Regulation of the fund manager: AFSL licensing requirements, your options for obtaining or hosting a licence, AUSTRAC/AML obligations, and the conduct standards ASIC expects.
- Fundraising compliance: Wholesale vs. retail investor distinctions, PDS requirements, marketing restrictions under the Corporations Act, and what's changing for foreign fund managers from 2027.