News & Knowledge
Featured Articles
Knowledge
The obligations of an AFS Licensee and Trustee
Knowledge
The Value of an Independent Professional Trustee
Do I need an AFSL if I raise money?
Knowledge
19th April 2024
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.
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.
MARQ Trustees celebrates 2023 with clients and industry friends
News
24th November 2023
MARQ Trustees hosted clients and industry friends at its annual End of Year Lunch, a highlight in the team’s event calendar.
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