News & Knowledge
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News
MARQ Trustees has officially achieved carbon neutrality for 2025
News
New AFSL authorisation reflects growing demand for carbon fund expertise
Glossary and Terminology
Knowledge
18th April 2024
This article provides a list of terms and definitions related to wholesale funds management in Australia.
Am I carrying on a “financial services business”?
Knowledge
1st October 2026
The key to an AFSL requirement centres on the words: ‘Carrying on a financial services business’.
The Value of an Independent Professional Trustee
Knowledge
2nd September 2026
MARQ Trustees writes about the role of an independent professional trustee in wholesale fund structures, and why the market treats independence as a marker of governance maturity.
MARQ Trustees sponsors Singapore Carbon Market and Investor Forum
News
28th August 2026
MARQ Trustees sponsored the Carbon Market Institute's Singapore Carbon Market and Investor Forum. Here are our key takeaways on integrity, governance and investor confidence.
How MARQ Trustees Supports Australia’s Carbon Economy
News
26th May 2026
MARQ Trustees has published its Sector Experience – Carbon brochure, covering trustee, custody and AFSL experience across carbon farming, natural capital and carbon-linked investment structures.
MARQ Trustees attends Carbon Farming Industry Forum
News
22nd May 2026
MARQ Trustees was pleased to sponsor the Carbon Market Institute's 10th Carbon Farming Industry Forum in Western Australia.
MARQ Trustees has officially achieved carbon neutrality for 2025
News
20th May 2026
MARQ Trustees is proud to announce that we have officially achieved carbon neutrality for 2025. In partnership with Carbon Neutral, we have measured and offset our organisational emissions through a portfolio of impactful reforestation and renewable energy projects.
Landholder duty – be aware of the rules
Knowledge
16th April 2026
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.
Cyber training and cyber insurance: why both matter
Knowledge
6th March 2026
MARQ Trustees writes about how cybersecurity is now a core governance responsibility for investment managers and trustees. MARQ Trustees highlights that the best approach combines practical cyber training, documented processes, and cyber insurance to ensure your organisation meets its AFS licence obligations and demonstrates a defensible, well‑governed risk management framework.
When should Investment Capital be called?
Knowledge
27th February 2026
The timing of investor capital contributions is a critical lever for fund performance. Whether you utilise upfront payments, staged tranches, or committed capital, investor capital influences everything from "cash drag" to the investor’s realised return profile (or IRR). MARQ Trustees explores the three primary approaches to aligning capital flows with your investment strategy.
Preparing Authorised Representatives to engage investors
Knowledge
24th February 2026
MARQ Trustees provides specialised onboarding for Authorised Representatives engaging with investors. Our program equips ARs with the regulatory understanding and practical tools needed to communicate with investors effectively.
Why performance fee provisions must align across all fund documents
Knowledge
18th February 2026
MARQ Trustees writes about the importance of ensuring performance fees are aligned across the Information Memorandum, the Investment Management Agreement and the financial model. To avoid misalignment, these three components must be viewed as a single system rather than separate tasks performed in isolation. If the disclosure, the legal drafting and the model differ by even a small degree, the fee output will be wrong.
No AFSL – $14 million in penalties
Knowledge
10th February 2026
MARQ Trustees writes about the Full Federal Court’s decision in the BPS Financial case, in which a company was found to have issued and promoted an investment product without an AFSL and also having engaged in misleading and deceptive conduct. The judge said that the company “engaged in serious and unlawful misconduct”. The decision once again reinforces the serious consequences of acting without an AFSL.
MARQ Trustees provides AFSL services to Lowe Living’s LGH Investment Fund #18
Clients
7th October 2025
MARQ Trustees is providing AFSL services to Lowe Living’s LGH Investment Fund #18, for their Marella development in Hampton.
Beware directors and professional advisors – personal liability can await those involved in raising capital in a non-compliant way
Knowledge
16th September 2025
A recent Federal Court case highlights the significant personal risks for individuals involved in raising capital without an AFSL and also for those involved in preparing misleading investment documents.
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