MARQ Trustee’s impact investment client Conscious Investment Management (CIM) has purchased a further 44 Specialist Disability Accommodation (SDA) housing assets in partnership with Liverty Housing.

MARQ Trustees has welcomed a new team member, Matthew Moses, as General Counsel. Matt will play a key role in streamlining legal documentation and processes for clients.

To better service its Sydney based clients, MARQ Trustees is excited to announce it now has a presence in the city at One Farrer Place.

MARQ Trustees is providing trustee, custody, fund administration, unit pricing and unit registry services to the Australian Fisheries Investment Trust of which Atlantis Fisheries Consulting Group is the Investment Manager.

MARQ Trustees has supported Bayley Stuart’s 628 Bourke St Fund by providing its full suite of fund administration, unit pricing and registry services.

MARQ Trustees’ client Conscious Investment Management (CIM) has partnered with environment not-for-profit Greening Australia to deliver biodiverse environmental planting projects across Australia.

MARQ Trustees writes about a recent Victorian Court of Appeal decision which confirmed the State Revenue Office’s assessment of (stamp) duty on an aggregated basis. It’s a stark reminder to always get expert advice when structuring a property purchase and fund raising. 

MARQ Trustees write about a NSW criminal conviction serving as a reminder about the consequences of acting without an AFSL.

As AFS licensees, we are required to meet strict financial guidelines as set out in the Corporations Act 2001.

The transaction steps and documents required for your fund will depend on many factors.

A fund that is a unit trust is generally treated as a flow through vehicle for taxation purposes unless it is characterised as a ‘public trading trust’.

The right to offer an investment in a fund may be restricted in certain countries.

A Product Disclosure Statement (PDS) is a document required under the Corporations Act 2001 to be issued to prospective investors which must contain sufficient information so that a retail investor may make an informed decision about whether to invest.

Generally, it is easier and cheaper to structure and promote a fund as an unregistered fund compared to a registered fund.

There are several key issues that make it undesirable to use a company structure to raise private capital. Each stems from the way companies are regulated through the Corporations Act 2001.