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 & 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
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.
Clients
13th June 2024Atlantis’ launch of the Australian Fisheries Investment Trust
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.
Clients
13th June 2024Bayley Stuart Funds Management acquires 628 Bourke St Melbourne
MARQ Trustees has supported Bayley Stuart’s 628 Bourke St Fund by providing its full suite of fund administration, unit pricing and registry services.
Clients
16th May 2024Conscious Investment Management partners with Greening Australia to acquire and restore Australian landscapes
MARQ Trustees’ client Conscious Investment Management (CIM) has partnered with environment not-for-profit Greening Australia to deliver biodiverse environmental planting projects across Australia.
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.
Knowledge
Do I need a Product Disclosure Statement or an Information Memorandum?
A Product Disclosure Statement (PDS) is a document required under the Corporations Act 2001 to be issued to prospective investors which must contain sufficient information so that a retail investor may make an informed decision about whether to invest.
Knowledge
What’s the difference between a registered and unregistered fund?
Generally, it is easier and cheaper to structure and promote a fund as an unregistered fund compared to a registered fund.
Knowledge
Why use a unit trust and not a company?
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.