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.

Authorised Representatives, Corporate Authorised Representatives and CAR Agreements

Knowledge

20th April 2024

An authorised representative is an individual or entity that acts on behalf of an Australian financial services licensee (AFSL) to provide financial services to clients.

Common questions answered

Knowledge

19th April 2024

As a trusted professional trustee in the industry, we understand that navigating these matters can be complex and overwhelming. Welcome to our “Common Questions Answered” section, designed to provide clarity and insights into the intricate world of Australian Financial Services licenses in Australia.

MARQ Trustees’ client Clean Energy Transfer Fund at the forefront of renewable energy

Clients

4th April 2024

MARQ Trustees is providing AFSL services to the Clean Energy Transfer Fund.

CFO Matthew Haynes welcomed as part-owner of MARQ Trustees

News

1st April 2024

We are delighted to announce to our clients, partners and wider professional network that our CFO, Matthew Haynes, has become a part owner in MARQ Trustees.

Case Study: This property developer was told he doesn’t need an AFSL to raise money for his developments. The law says he does.

Knowledge

7th March 2024

In this article, we use an example to explain why property developers who think they don’t need an AFSL to comply with the law are almost always wrong - and what the consequences are for these developers, those who assist them, and their investors.

MARQ Trustees provides AFSL services to Lowe Living’s LGH Investment Fund #15

Clients

5th February 2024

MARQ Trustees is providing AFSL services to Lowe Living’s LGH Investment Fund #15, offering investment in their South Melbourne development, Emerald Place.

An AFSL is a legal requirement for virtually every person that raises money

Knowledge

21st December 2023

Considering its longevity and integral role it plays in the industry, it’s surprising how much confusion and uncertainty surrounds an Australian Financial Services License (AFSL). In this article, we clear up the misconceptions surrounding who requires an AFSL.

MARQ Trustees outperforms peers in the ASIC 2023 Cyber Pulse Survey

News

19th December 2023

MARQ Trustees has scored significantly higher than its peer group in the Australian Securities and Investments Commission ASIC 2023 Cyber Pulse Survey.