News & Knowledge
Articles tagged as "Investment Structuring"
ClearLandholder duty – be aware of the rules
Knowledge
27th November 2024
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.
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.
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’.
What’s the difference between a registered and unregistered fund?
Knowledge
24th April 2024
Generally, it is easier and cheaper to structure and promote a fund as an unregistered fund compared to a registered fund.
Fund, syndicate, unit trust … or a company?
Knowledge
24th April 2024
There are several key issues that make it undesirable to use a company structure to raise private capital. Each stems from the way companies are regulated through the Corporations Act 2001.
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.
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