Investment Syndicate Agreement Template for Australia

1. Co-Investment Rights: Used when allowing investors to participate directly in specific opportunities

2. Advisory Committee: Include when establishing an investor advisory committee for oversight

3. Key Person Provisions: Required when success depends on specific individuals managing the syndicate

4. Tag-Along and Drag-Along Rights: Include for larger syndicates where exit coordination is important

5. FIRB Compliance: Required when foreign investors are involved

6. Management Fee Structure: Include when the syndicate manager charges management fees

7. Investment Committee: Used when establishing a formal committee for investment decisions

8. Environmental, Social and Governance (ESG): Include when ESG considerations are part of investment strategy

1. Schedule 1 - Investor Details: List of all investors and their committed capital amounts

2. Schedule 2 - Investment Criteria: Detailed investment parameters and restrictions

3. Schedule 3 - Fee Structure: Detailed breakdown of all fees and expenses

4. Schedule 4 - Distribution Waterfall: Detailed mechanics of return distributions

5. Schedule 5 - Subscription Agreement: Form of agreement for new investors joining the syndicate

6. Schedule 6 - Deed of Adherence: Template for new investors to join the syndicate

7. Schedule 7 - Reporting Requirements: Detailed reporting obligations and templates

8. Appendix A - Investment Process: Detailed steps for evaluating and executing investments

9. Appendix B - Compliance Procedures: AML/CTF and other regulatory compliance procedures

10. Appendix C - Valuation Policy: Methodology for valuing investments