Financial Services

Relying on the depth and breadth of our expertise, intellectual rigour and a proven track record of finding successful and commercially astute solutions, ClarkeKann Financial Services structures deals that suit market conditions.

Our financial services sector knowledge and understanding of our clients' business objectives means we provide advice that truly meets those aims  Our clients, ranging from public and private companies to individuals, trust us with the full range of finance transactions, including negotiating and drafting agreements and specialised security documentation, business, property, construction and large scale subdivision financing; as well as finance litigation and recoveries.

We also provide specialist advice to participants in the funds management industry including responsible entities, IDPS, IDPS-like and other administration service providers, custodians and investment managers.


  • Structured finance
  • Construction finance
  • Funds management
  • Lease and equipment finance
  • Primary debt and mezzanine funding
  • Project finance
  • Trade finance
  • AFSL licensing and related compliance issues
  • Licensing under the National Consumer Credit Protection Act


Bank of China

Documenting transactions across a range of areas including term loans, lines of credit, trade facilities and dual currency facilities.

Epic Property Investments Limited

Advising in relation to compliance with requirements of its Australian Financial Services Licence, corresponding with ASIC, applying for variation of conditions of AFSL and negotiating terms with financiers of the group.

Foreign Investment Fund

Drafting loan documentation for a loan to a commercial fishing operator, undertaking due diligence in relation to title, operation and currency of a commercial fishing licence, drafting documentation taking a security interest over this asset and attending to registration of that security interest.

Indigo Agriculture

Assisted and advised this US headquartered agriculture company with its offer documentation dealing with the supply of seeds coated with its microbial technology and pre-payment of the resulting crop, in conjunction with the implementation of PPSA policies and procedures.

Private Family Fund

Negotiating and documenting numerous preferred equity arrangements in which the client has taken both debt and equity position in a project.

StockCo Group

Drafting pro forma documentation for this agrifinance cash flow lender, advising on implementation of PPSA policies and procedures, various recovery actions and acting on substantial structured finance arrangements to provide wholesale funding, including complex senior finance club facility arrangements and a $30m note issue.

Various Equipment Hire Companies

Reviewing and updating all documentation to be PPSA compliant, establishing PPSA compliance systems and conducting training systems with staff.


Assisting and advising Xinja, Australia’s 100% independent digital bank, in respect of their corporate structure, capital raising (including taking advantage of the new crowd funding provisions under the Corporations Act), key contracts and compliance issues.

Our team



Our greatest asset is our talented and committed people – they enjoy what they do and value the opportunity to work together and with our clients. Our people are from diverse backgrounds and approach their work with intellectual rigour and enthusiasm.



ClarkeKann has received the Australia-Taiwan Business Excellence Award for our efforts promoting and advising on most of the major investments from Taiwan into Australia over the last 20 years. Click below for more details about Foreign Investment. VIEW MORE


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