The Investment Club Partnership Agreement is essential for groups of individuals in Australia who wish to pool their resources for collective investment purposes while maintaining a formal partnership structure. This document is typically used when establishing new investment clubs or formalizing existing informal investment groups, providing a comprehensive framework for their operation under Australian law. The agreement covers crucial aspects such as capital contributions, investment strategies, profit distribution, member admission and withdrawal procedures, and governance structures. It ensures compliance with relevant Australian legislation, including the Partnership Act, Corporations Act, and financial services regulations. The document is particularly important for protecting members' interests and establishing clear operational guidelines while avoiding the club being classified as an unauthorized managed investment scheme under Australian law.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Identifies all founding members of the investment club partnership
2. Background: Sets out the context and purpose of establishing the investment club
3. Definitions and Interpretation: Defines key terms used throughout the agreement and interpretation rules
4. Formation and Name: Establishes the partnership and its trading name
5. Purpose and Objectives: Defines the investment club's goals and permitted activities
6. Partnership Capital and Contributions: Details initial and ongoing capital contribution requirements
7. Investment Parameters: Establishes investment guidelines, restrictions, and decision-making processes
8. Management and Administration: Outlines management structure and administrative procedures
9. Meetings and Voting: Specifies meeting requirements and voting procedures
10. Financial Records and Reporting: Details requirements for maintaining financial records and member reporting
11. Distribution of Profits and Losses: Specifies how profits and losses are calculated and distributed
12. Admission of New Members: Procedures for admitting new partners to the club
13. Withdrawal and Transfer of Interest: Process for members to exit or transfer their partnership interest
14. Termination and Dissolution: Circumstances and procedures for ending the partnership
15. Dispute Resolution: Procedures for resolving disputes between partners
16. General Provisions: Standard boilerplate clauses including notices, amendments, governing law
1. Investment Committee: Required when the club wants to delegate investment decisions to a specific committee rather than all members
2. External Investment Manager: Include when the club engages professional investment management services
3. Online Trading Procedures: Required when the club conducts trading through online platforms
4. Tax Management: Detailed tax provisions when the club has complex tax arrangements or international investments
5. Member Loans: Include when the partnership structure allows for member loans in addition to capital contributions
6. Intellectual Property: Required when the club develops proprietary investment strategies or tools
7. Confidentiality: Enhanced confidentiality provisions for clubs with sensitive investment strategies or high-profile members
8. Insurance: Include when the club maintains specific insurance policies
1. Schedule 1 - Member Details: List of all members with their contact details and initial capital contributions
2. Schedule 2 - Investment Policy Statement: Detailed investment guidelines, asset allocation, and risk parameters
3. Schedule 3 - Management Procedures: Detailed procedures for day-to-day management and administration
4. Schedule 4 - Valuation Methods: Methodology for valuing different types of investments and partnership interests
5. Schedule 5 - Fee Structure: Details of any management fees, transaction fees, or other charges
6. Appendix A - Member Application Form: Standard form for new member applications
7. Appendix B - Transfer of Interest Form: Standard form for transferring partnership interests
8. Appendix C - Withdrawal Notice: Standard form for member withdrawal notifications
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Investment Management
Wealth Management
Professional Services
Legal Services
Banking
Securities Trading
Asset Management
Private Equity
Real Estate Investment
Relevant Teams
Legal
Compliance
Wealth Management
Investment Management
Risk Management
Corporate Advisory
Private Client Services
Financial Planning
Tax Advisory
Portfolio Management
Relevant Roles
Investment Manager
Financial Advisor
Legal Counsel
Corporate Lawyer
Partnership Manager
Wealth Manager
Investment Consultant
Compliance Officer
Risk Manager
Financial Controller
Investment Director
Private Client Advisor
Tax Accountant
Portfolio Manager
Managing Partner
Find the exact document you need
Precedent Partnership Agreement
Australian Partnership Agreement template for establishing and governing business partnerships, compliant with Australian partnership laws and regulations.
find out more
Limited Partnership Subscription Agreement
An Australian-law governed agreement for investing in a limited partnership as a Limited Partner, setting out subscription terms and regulatory compliance requirements.
find out more
Budget Partnership Agreement
An Australian legal agreement establishing terms for joint budget management and financial collaboration between partners.
find out more
Limited Partners Agreement
An Australian legal agreement establishing a limited partnership structure between managing General Partners and investing Limited Partners, governed by Australian partnership law and regulations.
find out more
Domestic Partner Agreement
An Australian law-governed agreement establishing rights and obligations between domestic partners, including financial and personal arrangements.
find out more
Partnership Agreement Between Two Companies
An Australian legal agreement establishing a business partnership between two companies, governed by federal and state partnership laws.
find out more
Simple Collaboration Agreement
An Australian law-governed agreement establishing terms and conditions for collaboration between multiple parties, defining roles, responsibilities, and mutual obligations.
find out more
Non Binding Partnership Agreement
An Australian jurisdiction document that outlines intended partnership arrangements between parties while maintaining a non-binding legal status.
find out more
Letter Of Intent Partnership Agreement
An Australian-compliant preliminary document outlining intended partnership terms and conditions, serving as a framework for negotiating a formal partnership agreement.
find out more
Letter For Partnership Agreement
An Australian-compliant formal letter establishing a business partnership arrangement, outlining key terms and conditions in a concise, personal format.
find out more
Salaried Partnership Agreement
An Australian law-governed agreement establishing the terms for appointing a salaried partner, defining their rights, responsibilities, and relationship with the partnership.
find out more
Brand Partnership Contract
An Australian law-governed agreement establishing terms and conditions for brand collaboration between parties, including IP rights, marketing obligations, and compliance requirements.
find out more
Social Media Partnership Agreement
An Australian-compliant agreement governing social media marketing partnerships between businesses and influencers, addressing content, compensation, and regulatory requirements.
find out more
Partnership License Agreement
An Australian-law governed agreement establishing partnership terms and licensing arrangements between parties, including rights usage and revenue sharing structures.
find out more
Formal Partnership Agreement
An Australian-law governed agreement establishing the terms and conditions between business partners, including rights, responsibilities, and operational procedures.
find out more
Buy Sell Agreement Between Business Partners
An Australian-compliant agreement establishing terms for business ownership transfers between partners, including valuation methods and triggering events.
find out more
Technology Partnership Agreement
An Australian law-governed agreement establishing terms and conditions for technology-related partnerships between organizations, covering IP rights, data protection, and operational procedures.
find out more
Startup Partnership Agreement
An Australian law-governed agreement establishing partnership terms between startup founders, covering ownership, management, and operational framework.
find out more
Software Partnership Agreement
An Australian-law agreement establishing a partnership for software development, distribution, or commercialization, covering technical, commercial, and legal aspects of the collaboration.
find out more
Software Partner Agreement
An Australian-law governed agreement establishing a business partnership between a software provider and their partner for software distribution or implementation services.
find out more
Sponsorship Partnership Agreement
An Australian law-governed agreement establishing sponsorship partnership terms, rights, and obligations between sponsor and recipient.
find out more
Simple 50 50 Partnership Agreement
An Australian-compliant agreement establishing a 50-50 partnership between two parties, defining equal rights, responsibilities, and profit sharing arrangements.
find out more
Simple Partnership Dissolution Agreement
An Australian law-governed agreement that formally dissolves a business partnership and sets out terms for winding up partnership affairs.
find out more
Simple Limited Partnership Agreement
An Australian legal agreement establishing a limited partnership structure with defined roles for general and limited partners, including capital contributions and management rights.
find out more
Revenue Share Partnership Agreement
An Australian-law governed agreement establishing terms for business partners to share revenue from joint business activities, including calculation methods and partnership obligations.
find out more
Restaurant Profit Sharing Agreement
An Australian-compliant agreement establishing profit-sharing arrangements between parties in a restaurant business, outlining financial distribution and operational responsibilities.
find out more
Real Estate Limited Partnership Agreement
An Australian-law governed agreement establishing a limited partnership structure for real estate investments, defining partner relationships and operational parameters.
find out more
Real Estate Joint Venture Agreement
An Australian law-governed agreement establishing a joint venture between parties for real estate investment, development, or management purposes.
find out more
Profit Sharing Ratio Partnership Agreement
An Australian law-governed agreement establishing partnership terms and profit-sharing arrangements between partners, including operational and financial frameworks.
find out more
Preliminary Partnership Agreement
An Australian-law governed agreement establishing preliminary terms and conditions between potential business partners while they evaluate a formal partnership arrangement.
find out more
Preferred Partnership Agreement
An Australian law-governed agreement establishing a preferred partnership arrangement between entities, defining preferential business terms and mutual obligations.
find out more
Pre Partnership Agreement
An Australian law-governed agreement that establishes terms and conditions for parties exploring a potential business partnership, protecting all parties during the preliminary phase.
find out more
Partnership Non Disclosure Agreement
An Australian-law governed Non-Disclosure Agreement for protecting confidential information in partnership arrangements.
find out more
Partnership Framework Agreement
An Australian law-governed agreement establishing the framework for business partnerships, including key terms, management structure, and partner obligations.
find out more
Partnership Contract Agreement
An Australian-law governed agreement establishing a formal partnership structure, defining partners' rights, responsibilities, and operational framework.
find out more
Partnership Buy In Agreement
An Australian law-governed agreement facilitating the admission of a new partner into an existing partnership, outlining buy-in terms, rights, and obligations.
find out more
Partner Exit Agreement
An Australian-compliant agreement governing a partner's exit from a partnership, including financial settlements, obligations, and post-exit arrangements.
find out more
Nonprofit Partnership Agreement
An Australian law-governed agreement establishing a formal partnership between nonprofit organizations, outlining collaboration terms and regulatory compliance requirements.
find out more
Non Equity Partner Agreement
An Australian legal agreement establishing the terms and conditions for non-equity partners in professional firms, defining their rights and responsibilities without equity ownership.
find out more
Memorandum Of Understanding Between Two Partners
An Australian law-compliant Memorandum of Understanding template for establishing partnership intentions between two parties while maintaining a non-binding nature.
find out more
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)