MARQ Trustees joined property funds industry professionals at the 2024 Annual Property Funds Industry Forum in Queenstown, New Zealand, hosted by Core Property.
News & Knowledge
Featured Articles
Knowledge
An AFSL is a legal requirement for virtually every person that raises money
An Australian Financial Services License (AFSL) is a legal requirement for virtually every person that raises money. But considering its longevity and integral role it plays in the industry, it’s surprising how much confusion and uncertainty surrounds an AFSL. We explain more in this article. UNDERSTANDING THE ROLE OF AFSLs AND WHEN THEY’RE REQUIRED An […]
Knowledge
Am I carrying on a “financial services business”?
The key to an AFSL requirement centres on the words: ‘Carrying on a financial services business’.
News
31st October 2024The Big Reset: MARQ Trustees attends the 2024 Annual Property Funds Industry Forum
Clients
17th October 2024Conscious Investment Management delivers measurable impact in 2024
MARQ Trustees is proud to share the 2024 Impact Report from our client, Conscious Investment Management (CIM).
News
9th October 2024Registry Direct delivers streamlined investor application process for clients
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.
Clients
9th July 2024Conscious Investment Management grows partnership with Liverty Housing to provide further SDA residences
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.
News
1st July 2024MARQ Trustees welcomes General Counsel Matthew Moses to the team
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.
News
19th June 2024MARQ Trustees announces Sydney presence at One Farrer Place
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.
Knowledge
Landholder duty – be aware of the rules
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.
Knowledge
ASIC focuses on property investment schemes and continues emphasis on pursuing action in the Courts
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.
Knowledge
Being “knowingly concerned” – Could you or your client be at risk?
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.
Knowledge
Beware “double duty” risks – investors coming into a property fund might be aggregated
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.
Knowledge
Criminal conviction for promoting an investment without an AFSL demonstrates what can happen when you ignore the law
MARQ Trustees write about a NSW criminal conviction serving as a reminder about the consequences of acting without an AFSL.
Knowledge
The obligations of an AFS Licensee and Trustee
As AFS licensees, we are required to meet strict financial guidelines as set out in the Corporations Act 2001.
Knowledge
Transaction steps and documents
The transaction steps and documents required for your fund will depend on many factors.
Knowledge
Taxation implications
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’.
Knowledge
Jurisdictional Issues
The right to offer an investment in a fund may be restricted in certain countries.