News & Knowledge

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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

Do I need an AFSL if I raise money?

Usually, yes. The financial services rules were introduced to regulate the raising of money and promote transparency and accountability in financial transactions. They generally apply to anyone who is raising money by whatever means.

Being “knowingly concerned” – Could you or your client be at risk?

Knowledge

23rd October 2024

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.

Conscious Investment Management delivers measurable impact in 2024

Clients

17th October 2024

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

Registry Direct delivers streamlined investor application process for clients

News

9th October 2024

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.

Beware “double duty” risks – investors coming into a property fund might be aggregated

Knowledge

15th August 2024

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.

Conscious Investment Management grows partnership with Liverty Housing to provide further SDA residences

Clients

9th July 2024

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 welcomes General Counsel Matthew Moses to the team

News

1st July 2024

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.

MARQ Trustees announces Sydney presence at One Farrer Place

News

19th June 2024

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.

Atlantis’ launch of the Australian Fisheries Investment Trust

Clients

13th June 2024

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.

Bayley Stuart Funds Management acquires 628 Bourke St Melbourne

Clients

13th June 2024

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

Conscious Investment Management partners with Greening Australia to acquire and restore Australian landscapes

Clients

16th May 2024

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

The 2024 Property Funds Association (PFA) Conference

News

30th April 2024

MARQ Trustees joined the property fund industry's finest at the 2024 Property Funds Association (PFA ) conference.

The obligations of an AFS Licensee and Trustee

Knowledge

24th April 2024

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

Transaction steps and documents

Knowledge

24th April 2024

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

Taxation implications

Knowledge

24th April 2024

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’.