The Investment Partnership Agreement serves as the foundational document for establishing and operating an investment partnership in Australia. It is primarily used when two or more parties wish to form a partnership for investment purposes, with one or more partners managing the partnership (general partners) and others contributing capital (limited partners). The agreement must comply with Australian partnership law, including state-specific Partnership Acts, the Corporations Act 2001, and relevant financial services regulations. It details critical aspects such as capital commitments, investment strategy, management rights, profit sharing, transfer restrictions, and partner obligations. This document is essential for private equity funds, venture capital firms, and other investment vehicles operating in Australia, providing the legal framework for pooling capital and managing investments while protecting all partners' interests.
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 Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc
1. Parties: Identification of all partners, including general and limited partners, with their full legal names and addresses
2. Background: Context of the partnership formation, investment objectives, and general purpose
3. Definitions: Detailed definitions of terms used throughout the agreement
4. Partnership Formation and Term: Establishment of the partnership, commencement date, and duration
5. Capital Contributions: Initial and subsequent capital contributions, procedures for additional contributions
6. Partnership Interests: Description of partnership interests, classes of interests, and ownership percentages
7. Management and Control: Management structure, decision-making processes, and voting rights
8. Investment Strategy and Restrictions: Agreed investment parameters, restrictions, and target investments
9. Distributions and Allocations: Distribution policy, profit/loss allocation, and distribution waterfall
10. Transfer of Interests: Rules and restrictions regarding transfer of partnership interests
11. Partner Admission and Withdrawal: Procedures for admitting new partners and handling partner withdrawals
12. Meetings and Reporting: Requirements for partner meetings and financial reporting obligations
13. Termination and Dissolution: Circumstances and procedures for partnership termination and asset distribution
14. Confidentiality: Confidentiality obligations regarding partnership information
15. Governing Law and Jurisdiction: Applicable law and jurisdiction for dispute resolution
1. Key Person Provisions: Used when specific individuals are crucial to the partnership's success, defining their roles and contingencies
2. Co-Investment Rights: Include when partners have rights to co-invest in specific opportunities
3. ESG Policy: Environmental, Social, and Governance criteria when the partnership has specific ESG commitments
4. FATCA Compliance: Include when the partnership has US investors or US investments
5. Side Letter Rights: When certain partners have negotiated special rights via side letters
6. Investment Committee: When a formal investment committee structure is required
7. Default Provisions: Detailed provisions for partner default scenarios
8. Tag-Along and Drag-Along Rights: Include for partnerships where these rights are relevant to exit strategies
1. Schedule 1 - Initial Capital Contributions: Detailed breakdown of each partner's initial capital commitment
2. Schedule 2 - Partnership Interests: Current register of partnership interests and ownership percentages
3. Schedule 3 - Investment Guidelines: Detailed investment criteria, restrictions, and guidelines
4. Schedule 4 - Management Fee Structure: Calculation and payment terms for management fees
5. Schedule 5 - Distribution Waterfall: Detailed mechanics of the distribution waterfall
6. Schedule 6 - Valuation Policy: Methodology for valuing partnership assets
7. Appendix A - Partner Contact Details: Contact information for all partners and authorized representatives
8. Appendix B - Form of Transfer Notice: Standard form for notifying transfer of partnership interests
9. Appendix C - Subscription Agreement Template: Template for new partner subscriptions
Relevant legal definitions
Accounting Period
Additional Capital Contribution
Adjusted Capital Account
Affiliate
Agreement
ASIC
Assets Under Management
Associate
Australian Credit Licence
AFSL
Business Day
Capital Account
Capital Commitment
Capital Contribution
Carried Interest
Catch-up Period
Change of Control
Clawback
Closing Date
Commitment Period
Confidential Information
Control
Default
Default Notice
Defaulting Partner
Distribution
Due Diligence
Effective Date
Encumbrance
Event of Default
Exit
FATCA
Final Closing Date
Financial Year
First Closing Date
Follow-on Investment
General Partner
GST
Hurdle Rate
Independent Valuer
Initial Capital Contribution
Investment Committee
Investment Guidelines
Investment Manager
Investment Period
Investment Strategy
Key Person
Key Person Event
Limited Partner
Management Fee
Net Asset Value
Partnership
Partnership Interest
Partnership Property
Performance Fee
Portfolio Company
Preferred Return
Principal Place of Business
Redemption
Redemption Date
Regulatory Authority
Related Body Corporate
Related Party
Relevant Interest
Securities
Side Letter
Subscription Agreement
Tag-Along Rights
Target Return
Tax
Term
Transfer
Valuation Date
Valuation Policy
Withdrawal Notice
Additional Capital Contribution
Adjusted Capital Account
Affiliate
Agreement
ASIC
Assets Under Management
Associate
Australian Credit Licence
AFSL
Business Day
Capital Account
Capital Commitment
Capital Contribution
Carried Interest
Catch-up Period
Change of Control
Clawback
Closing Date
Commitment Period
Confidential Information
Control
Default
Default Notice
Defaulting Partner
Distribution
Due Diligence
Effective Date
Encumbrance
Event of Default
Exit
FATCA
Final Closing Date
Financial Year
First Closing Date
Follow-on Investment
General Partner
GST
Hurdle Rate
Independent Valuer
Initial Capital Contribution
Investment Committee
Investment Guidelines
Investment Manager
Investment Period
Investment Strategy
Key Person
Key Person Event
Limited Partner
Management Fee
Net Asset Value
Partnership
Partnership Interest
Partnership Property
Performance Fee
Portfolio Company
Preferred Return
Principal Place of Business
Redemption
Redemption Date
Regulatory Authority
Related Body Corporate
Related Party
Relevant Interest
Securities
Side Letter
Subscription Agreement
Tag-Along Rights
Target Return
Tax
Term
Transfer
Valuation Date
Valuation Policy
Withdrawal Notice
Clauses
Partnership Formation
Term and Duration
Capital Contributions
Partnership Interests
Management Rights
Investment Strategy
Investment Restrictions
Capital Calls
Distribution Rights
Profit and Loss Allocation
Management Fees
Performance Fees
Transfer Restrictions
Admission of Partners
Withdrawal Rights
Default Provisions
Key Person Provisions
Investment Committee
Advisory Committee
Reporting Requirements
Valuation
Confidentiality
Non-Competition
Related Party Transactions
Conflicts of Interest
FATCA Compliance
Anti-Money Laundering
Tax Matters
Representations and Warranties
Partner Meetings
Amendments
Indemnification
Force Majeure
Dispute Resolution
Governing Law
Termination
Dissolution
Wind-up Procedures
Notices
Assignment
Severability
Entire Agreement
Term and Duration
Capital Contributions
Partnership Interests
Management Rights
Investment Strategy
Investment Restrictions
Capital Calls
Distribution Rights
Profit and Loss Allocation
Management Fees
Performance Fees
Transfer Restrictions
Admission of Partners
Withdrawal Rights
Default Provisions
Key Person Provisions
Investment Committee
Advisory Committee
Reporting Requirements
Valuation
Confidentiality
Non-Competition
Related Party Transactions
Conflicts of Interest
FATCA Compliance
Anti-Money Laundering
Tax Matters
Representations and Warranties
Partner Meetings
Amendments
Indemnification
Force Majeure
Dispute Resolution
Governing Law
Termination
Dissolution
Wind-up Procedures
Notices
Assignment
Severability
Entire Agreement
Relevant Industries
Financial Services
Private Equity
Venture Capital
Real Estate Investment
Infrastructure
Asset Management
Investment Banking
Wealth Management
Alternative Investments
Professional Services
Relevant Teams
Legal
Compliance
Investment Management
Finance
Risk Management
Operations
Fund Administration
Corporate Governance
Business Development
Treasury
Relevant Roles
Chief Executive Officer
Chief Investment Officer
Managing Partner
Investment Director
Legal Counsel
Chief Financial Officer
Fund Manager
Compliance Officer
Investment Manager
Partnership Secretary
Risk Manager
Portfolio Manager
General Counsel
Investment Analyst
Financial Controller
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.
Download
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.
Download
Budget Partnership Agreement
An Australian legal agreement establishing terms for joint budget management and financial collaboration between partners.
Download
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.
Download
Domestic Partner Agreement
An Australian law-governed agreement establishing rights and obligations between domestic partners, including financial and personal arrangements.
Download
Partnership Agreement Between Two Companies
An Australian legal agreement establishing a business partnership between two companies, governed by federal and state partnership laws.
Download
Simple Collaboration Agreement
An Australian law-governed agreement establishing terms and conditions for collaboration between multiple parties, defining roles, responsibilities, and mutual obligations.
Download
Non Binding Partnership Agreement
An Australian jurisdiction document that outlines intended partnership arrangements between parties while maintaining a non-binding legal status.
Download
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.
Download
Letter For Partnership Agreement
An Australian-compliant formal letter establishing a business partnership arrangement, outlining key terms and conditions in a concise, personal format.
Download
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.
Download
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.
Download
Social Media Partnership Agreement
An Australian-compliant agreement governing social media marketing partnerships between businesses and influencers, addressing content, compensation, and regulatory requirements.
Download
Partnership License Agreement
An Australian-law governed agreement establishing partnership terms and licensing arrangements between parties, including rights usage and revenue sharing structures.
Download
Formal Partnership Agreement
An Australian-law governed agreement establishing the terms and conditions between business partners, including rights, responsibilities, and operational procedures.
Download
Buy Sell Agreement Between Business Partners
An Australian-compliant agreement establishing terms for business ownership transfers between partners, including valuation methods and triggering events.
Download
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.
Download
Startup Partnership Agreement
An Australian law-governed agreement establishing partnership terms between startup founders, covering ownership, management, and operational framework.
Download
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.
Download
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.
Download
Sponsorship Partnership Agreement
An Australian law-governed agreement establishing sponsorship partnership terms, rights, and obligations between sponsor and recipient.
Download
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.
Download
Simple Partnership Dissolution Agreement
An Australian law-governed agreement that formally dissolves a business partnership and sets out terms for winding up partnership affairs.
Download
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.
Download
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.
Download
Restaurant Profit Sharing Agreement
An Australian-compliant agreement establishing profit-sharing arrangements between parties in a restaurant business, outlining financial distribution and operational responsibilities.
Download
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.
Download
Real Estate Joint Venture Agreement
An Australian law-governed agreement establishing a joint venture between parties for real estate investment, development, or management purposes.
Download
Profit Sharing Ratio Partnership Agreement
An Australian law-governed agreement establishing partnership terms and profit-sharing arrangements between partners, including operational and financial frameworks.
Download
Preliminary Partnership Agreement
An Australian-law governed agreement establishing preliminary terms and conditions between potential business partners while they evaluate a formal partnership arrangement.
Download
Preferred Partnership Agreement
An Australian law-governed agreement establishing a preferred partnership arrangement between entities, defining preferential business terms and mutual obligations.
Download
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.
Download
Partnership Non Disclosure Agreement
An Australian-law governed Non-Disclosure Agreement for protecting confidential information in partnership arrangements.
Download
Partnership Framework Agreement
An Australian law-governed agreement establishing the framework for business partnerships, including key terms, management structure, and partner obligations.
Download
Partnership Contract Agreement
An Australian-law governed agreement establishing a formal partnership structure, defining partners' rights, responsibilities, and operational framework.
Download
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.
Download
Partner Exit Agreement
An Australian-compliant agreement governing a partner's exit from a partnership, including financial settlements, obligations, and post-exit arrangements.
Download
Nonprofit Partnership Agreement
An Australian law-governed agreement establishing a formal partnership between nonprofit organizations, outlining collaboration terms and regulatory compliance requirements.
Download
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.
Download
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.
Download
Genie’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; Genie’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)
.png)