MARQ Trustees joined property funds industry professionals at the 2024 Annual Property Funds Industry Forum in Queenstown, New Zealand, hosted by Core Property. 

MARQ Trustees is proud to share the 2024 Impact Report from our client, Conscious Investment Management (CIM).

In a video case study, MARQ Trustees Managing Director, Andrew Patrick, discusses how the Registry Direct platform has helped streamline investor onboarding processes for clients.

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.

In a first for an Australian Court, a $1.25 million penalty has been ordered against high profile property investment scheme promoter Sasha Hopkins for operating unregistered managed investment schemes.

When structuring a property investment fund and the purchase of assets for it, stamp duty is always a key consideration. The stamp duty rules in the different States and Territories can be a confusing minefield and great care (and expert advice) is always needed when navigating through them.

ASIC has just released its enforcement priorities for 2025. They continue a theme of consumer credit protections, but also call-out property investment schemes and conduct which exploits superannuation savings.

A recent High Court decision could have a ripple effect across the financial services space. Professional advisers should be aware of the potential adverse consequences for them and for the directors and employees of a client company which breaches the financial services laws.

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’.