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 Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
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
Authors
Relevant legal definitions
Clauses
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.
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
Marketing Collaboration Agreement
An Australian-law governed agreement establishing terms for marketing collaboration between parties, including responsibilities, IP rights, and compliance requirements.
find out more
Limited Partnership Purchase Agreement
An Australian law-governed agreement for the purchase and transfer of limited partnership interests, including terms, conditions, and regulatory compliance requirements.
find out more
Lifetime Partnership Agreement
An Australian law-governed agreement establishing a permanent partnership arrangement, including comprehensive terms for long-term business operations and succession planning.
find out more
Letter Of Intent Joint Venture
An Australian law-governed preliminary agreement outlining the intended formation and key terms of a proposed joint venture between parties.
find out more
Letter Of Intent Strategic Partnership
An Australian-law governed preliminary document outlining the framework and intentions for a strategic partnership between parties, including key terms and confidentiality provisions.
find out more
Joint Partnership Agreement
An Australian-compliant agreement establishing a business partnership, defining partner rights, responsibilities, and operational framework.
find out more
Internal Agreement Between Partners
An Australian-law governed agreement establishing the rights, obligations, and operational framework between business partners.
find out more
Informal Partnership Agreement
An Australian law-compliant agreement establishing an informal partnership between two or more parties, outlining key partnership terms and operational framework.
find out more
Influencer Partnership Agreement
An Australian-law governed agreement establishing terms and conditions between a brand and social media influencer for commercial content creation and promotion.
find out more
Home Buying Partnership Agreement
An Australian agreement establishing terms and conditions for joint property ownership between multiple parties, governed by federal and state property laws.
find out more
Fundraising Partnership Agreement
An Australian law-governed agreement establishing terms and conditions for fundraising partnerships between organizations, ensuring regulatory compliance and defining operational parameters.
find out more
Fixed Share Partnership Agreement
An Australian law-governed agreement establishing the terms and conditions for a fixed share partnership arrangement in a professional services firm.
find out more
Founders Collaboration Agreement
An Australian legal agreement establishing the relationship, rights, and obligations between business founders, governed by Australian law.
find out more
Family Limited Partnership Agreement
An Australian-law governed agreement establishing a Family Limited Partnership structure for family business management and wealth preservation.
find out more
Family Business Partnership Agreement
An Australian legal agreement establishing the framework for family members to operate a business partnership, addressing ownership, management, succession, and family-specific considerations.
find out more
Exclusive Channel Partner Agreement
An Australian law-governed agreement establishing exclusive distribution rights between a principal and channel partner, including territory rights and performance requirements.
find out more
Event Partnership Agreement
An Australian-law governed agreement establishing partnership terms between parties collaborating to organize and execute an event, outlining roles, responsibilities, and operational requirements.
find out more
Equity Partnership Agreement
An Australian legal agreement establishing and governing the relationship between equity partners in a business partnership, including rights, obligations, and operational framework.
find out more
Equal Partnership Agreement
An Australian legal agreement establishing a business partnership with equal rights and responsibilities among all partners.
find out more
Entertainment Partnership Agreement
An Australian law-governed agreement establishing a partnership between parties for entertainment industry ventures, defining operational terms and industry-specific obligations.
find out more
Distribution Partnership Agreement
An Australian-law governed agreement establishing the terms and conditions between a supplier and distributor for product distribution rights and obligations.
find out more
Commission Partnership Agreement
An Australian legal agreement establishing a partnership where compensation is based on commission or performance metrics, compliant with local partnership laws.
find out more
Collaboration Agreement Between Two Companies
An Australian-law governed agreement establishing terms and conditions for formal collaboration between two companies, including operational framework and mutual obligations.
find out more
Co Branding Partnership Agreement
An Australian law-governed agreement establishing terms for two or more parties to collaborate and combine their brands for mutual marketing benefit.
find out more
Club Partnership Agreement
An Australian law-governed agreement establishing partnership arrangements for club operation and management, defining partner rights and responsibilities.
find out more
Channel Partner Agreement
An Australian-law governed agreement establishing the terms and conditions between a company and its channel partners for the distribution or resale of products/services.
find out more
Boat Partnership Agreement
An Australian-compliant agreement establishing shared boat ownership terms, rights, and responsibilities between multiple parties.
find out more
Brand Partnership Agreement
An Australian law-governed agreement establishing terms and conditions for brand collaboration between partnering entities.
find out more
Business Collaboration Contract
An Australian law-governed agreement establishing terms and conditions for business collaboration between multiple parties.
find out more
Business Co Ownership Agreement
An Australian-law governed agreement establishing the terms and conditions for joint ownership and operation of a business between multiple parties.
find out more
Business Agreement Between Two Companies
An Australian-law governed agreement establishing terms and conditions for business arrangements between two companies.
find out more
Artist Collaboration Agreement
An Australian-law governed agreement establishing terms for artistic collaboration, including IP rights, revenue sharing, and project management.
find out more
50 50 Profit Sharing Agreement
An Australian legal agreement establishing a 50-50 profit sharing arrangement between parties, including profit calculation, distribution mechanisms, and compliance with local regulations.
find out more
50 50 Partnership Agreement
An Australian legal agreement establishing a 50/50 partnership between two parties, defining equal rights, responsibilities, and business operations under Australian law.
find out more
60 40 Partnership Agreement
An Australian law-governed agreement establishing a partnership with 60/40 ownership split, defining operational terms and partner rights.
find out more
Event Partnership Contract
An Australian-law governed agreement establishing partnership terms between parties for event organization and execution, including operational, financial, and risk management provisions.
find out more
Silent Partnership Agreement
An Australian-law governed agreement establishing a silent partnership between active business operators and private investors, defining capital contributions, profit sharing, and confidentiality terms.
find out more
Profit Sharing Agreement Between Partners
An Australian legal agreement establishing profit distribution arrangements between business partners, compliant with Australian partnership and tax laws.
find out more
Business Partner Agreement Contract
An Australian-law governed agreement establishing and regulating business partnership terms, rights, and obligations between collaborating entities.
find out more
Corporation Partnership Agreement
An Australian legal agreement establishing a partnership between corporate entities, outlining their rights, obligations, and operational framework under Australian federal and state laws.
find out more
Business Percentage Agreement
An Australian-jurisdiction agreement establishing terms for percentage-based business arrangements between parties, including calculation methods and payment terms.
find out more
Generic Partnership Agreement
An Australian-law governed agreement establishing the terms and conditions of a business partnership, including partner rights, responsibilities, and operational framework.
find out more
Startup Business Partnership Agreement
An Australian-law governed agreement establishing the terms and conditions for partnership in a startup venture, including ownership, management, and operational provisions.
find out more
Strategic Partnership Contract
An Australian law-governed agreement establishing and regulating strategic partnerships between organizations, covering governance, resources, and risk allocation.
find out more
Limited Partnership Agreement Venture Capital
An Australian legal agreement establishing a venture capital limited partnership structure, defining relationships between General and Limited Partners while ensuring compliance with local VCLP regulations.
find out more
Memorandum Of Agreement Business Partnership
An Australian law-governed agreement that establishes a formal business partnership, defining key terms, responsibilities, and operational framework between partners.
find out more
Joint Business Partnership Agreement
An Australian law-governed agreement establishing a business partnership, defining partners' rights, obligations, and operational framework.
find out more
White Label Partnership Agreement
An Australian-law governed agreement enabling one party to rebrand and sell another party's products/services under their own brand name.
find out more
Capital Contribution Partnership Agreement
An Australian-compliant agreement governing capital contributions and relationships between business partners, aligned with state and federal partnership laws.
find out more
Accounting Partnership Agreement
An Australian legal agreement establishing and governing the relationship between accounting partners, ensuring compliance with local partnership laws and professional standards.
find out more
Equity Partner Contract
An Australian law-governed agreement establishing the terms and conditions for admission of an equity partner into a partnership structure, including financial, operational, and governance arrangements.
find out more
Partnership Interest Purchase Agreement
An Australian law-governed agreement facilitating the sale and transfer of partnership interests, including terms, conditions, and regulatory compliance requirements.
find out more
Film Production Partnership Agreement
An Australian-law governed agreement establishing partnership terms and conditions for film production ventures, including rights, obligations, and profit-sharing arrangements.
find out more
Three Way Partnership Agreement
An Australian law-governed agreement establishing a formal partnership between three parties, defining their rights, obligations, and operational framework.
find out more
Mutual Partnership Agreement
An Australian law-governed agreement establishing a formal partnership between multiple parties, defining their rights, responsibilities, and operational framework.
find out more
Investment Cooperation Agreement
An Australian-law governed agreement establishing terms and conditions for investment collaboration between parties, including capital contributions, profit sharing, and management rights.
find out more
Investment Club Partnership Agreement
An Australian-law governed agreement establishing an investment club partnership, defining member relationships, investment parameters, and operational procedures.
find out more
Partnership Settlement Agreement
An Australian law-governed agreement that formalizes partnership dissolution terms and conditions, including asset distribution and liability allocation.
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)