PFA Advisory Directory - PFA proudly sponsored by - Property Funds Association
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PFA Advisory Directory
PFA proudly sponsored by
Welcome to the PFA (Property Funds Association of Australia) Advisory Directory
- a comprehensive list of all the advisors you may need to help your property funds business
become established and flourish.
Whether your funds management business is a start-up or you may be looking to refresh your
service providers, this directory gives a comprehensive list of those companies who specialise
in the property funds management industry.
About the PFA
For organisations in the Unlisted Property Funds Sector that want to manage or grow a successful business,
membership to the PFA provides the connections, knowledge and profile raising opportunities to help drive
business success.
We do this by engaging members with a strong calendar of unique educational insights and networking
opportunities.
Unlike other property industry bodies, we totally focus on the Unlisted Property Funds Sector as demonstrated
by our membership base and advocacy for this vital industry sector.
Valuable Connections
On joining the PFA you will be warmly welcomed to attend our regular networking events which
take place throughout Australia. At these business forums, boardroom lunches and the annual
conference you will have the opportunity to meet and form powerful business connections that
can drive your business forward.
Unique Insights
Our expert collaborators design and deliver seminars that are fully tailored to meet the needs of
members and the property funds management industry.
At our roadshows you get the opportunity to hear the latest news from industry experts, be
presented with the latest changes to compliance regulations and the plans of key stakeholders,
such as the Australian Securities and Investment Commission (ASIC).
Attending our annual conference is a must! It brings together the best and sharpest minds and
players in the sector to exchange information, and to expand and cement profitable business
connections. This gives members a competitive advantage and boosts business success.
A Voice
At our regular meetings with ASIC, elected PFA representatives promote and exchange views on
important issues affecting its members and the sector. As a member you can engage with the
Issues and Regulatory Committee and express your views.
Should you wish to find out more about the PFA, please contact the CEO, Paul Healy:
paul.healy@propertyfunds.org.au or the Operations Manager, Nicole Morris:
nicole.morris@propertyfunds.org.au or visit the website: www.propertyfunds.org.au
All of the advisory firms in this directory are members of PFA. These companies support the property
funds industry through their membership of the PFA, sponsorship of the PFA and by working on the
committees which facilitate the work of the PFA.
The advisory firms listed in the following pages are catagorised by their industry and for each
company you will find a summary of expertise as well as a profile of the primary contacts.
Content
Accountants............................................................................................................................................. 4
Crofts Chartered Accountants......................................................................................................... 5
HLB Mann Judd............................................................................................................................ 6/7
KPMG........................................................................................................................................... 8
ShineWing Australia....................................................................................................................... 9/10
Administration Services: Custodian / Trustee / Registry.............................................................................. 11
Australian Executor Trustees.......................................................................................................... 12
One Investment Group Limited...................................................................................................... 13
Perpetual Limited........................................................................................................................... 14/15
Sandhurst Trustees Limited............................................................................................................ 16
Unity Fund Services....................................................................................................................... 17
Asset and Building Advisory....................................................................................................................... 18
KPMG SGA Property Consultancy Pty Ltd..................................................................................... 19
MBMpl Pty Ltd............................................................................................................................... 20/21
Napier & Blakeley........................................................................................................................... 22/23
Asset Consultants...................................................................................................................................... 24
Atchison Consultants..................................................................................................................... 25/26
Fit Out / Project Management.................................................................................................................... 27
Intermain Pty Ltd........................................................................................................................... 28/29
Insurance................................................................................................................................................ 30
GSA Insurance Brokers Pty Ltd...................................................................................................... 31/32
Legal........................................................................................................................................................ 33
Hall & Wilcox................................................................................................................................ 34/35
Henry Davis York.......................................................................................................................... 36/37
Massons.................................................................................................................................... 38/39
McMahon Clarke............................................................................................................................ 40
Sparke Helmore Lawyers............................................................................................................. 41/42
TressCox Lawyers........................................................................................................................ 43/44
Product Research..................................................................................................................................... 45
Lonsec.......................................................................................................................................... 46/47
Property Systems...................................................................................................................................... 48
Yardi Systems Pty Ltd.................................................................................................................. 49/50
Property Valuations, Consultancy & Advisory............................................................................................. 51
Herron Todd White........................................................................................................................ 52/53
Preston Rowe Paterson................................................................................................................ 54/55
Savills............................................................................................................................................ 56
Accountants
Crofts Chartered Accountants
Accountant Chartered Accountants
Corporate Address Key Contact and Business Advisors
Level 10 Reginald Aung Thein
50 Berry Street Managing Director
North Sydney NSW 2060
Phone: +61 (2) 9089 1415
www.crofts.com.au Fax: +61 (2) 9089 1450
Mobile: +61 411 588 276
Email: raungthein@crofts.com.au
I am the Managing Director at Crofts Chartered Accountants in Sydney. Throughout my 18 years in the
profession, I have been fortunate enough to be intimately involved with many taxation and accountancy
matters in relation to the property industry.
I have significant experience working with property fund managers, whether it be as part of the due dilligence
committee during establishment of a fund and its capital raising, supporting and advising the fund managers
during a fund’s term, or providing assistance to wind up a fund.
I place great value on the relationships I have with my clients, and pride myself on delivering professional and
reliable services to my clients in an honest, proactive and responsive manner.
Expertise and Specialisation Qualifications and Memberships
• Taxation (structuring and compliance) • Bachelor of Commerce - Curtin University
• Property Funds (start up and ongoing (Western Australia)
compliance) • Member - Chartered Accountants Australia &
New Zealand
Corporate Overview
At Crofts Chartered Accountants, we have a client-centred approach to all we do. That is: what matters to our
clients, matters to us. We are committed to working with our clients to ensure they can achieve their desired
goals and objectives.
Our team includes more than 25 highly skilled and enthusiastic individuals with experience in all facets of
accounting, taxation and business advisory services across an extensive range of industries.
Our team’s broad range of technical knowledge along with countless years of experience working with clients
in the property industry, allows us to provide our clients with a range of services that we are confident will
assist them in meeting all their business needs.
5
HLB Mann Judd
Accountant
Corporate Address Key Contact
Level 9 Josh Chye
575 Bourke Street Partner, Tax Consulting
Melbourne VIC 3000
Phone: +61 (3) 9606 3888
www.hlb.com.au Fax: +61 (3) 9606 3800
Mobile: +61 424 052 935
Email: jchye@hlbvic.com.au
Josh Chye is the Head of Tax Advisory at HLB Mann Judd in Melbourne. Aside from offering both domestic
and international tax compliance solutions, Josh has particular expertise in mergers and acquisitions and
property funds management tax advisory where he has led complex corporate restructure transactions,
offshore/inbound transactions, managed investment scheme structuring, corporate debt refinancing and ASX
listings.
Outside of HLB Mann Judd, Josh is a board member and Treasurer of the Property Funds Association of
Australia which represents the interests of members in the $125 billion unlisted property funds market. Through
this role, Josh has assisted draft submissions to Government on tax law reforms impacting investment in real
estate especially for inbound investors.
Expertise and Specialisation Qualifications and Memberships
• Tax Structuring • MBA (Executive) - AGSM University of New South Wales
• Property • Bachelor of Commerce - The University of Melbourne
• Funds Management • Member – Institute of Chartered Accountants in Australia
• International Taxation
Corporate Overview
As members of HLB International, HLB Mann Judd firms are part of a world-wide network of respected
accounting firms. HLB International is a fast growing, dynamic network of professional accounting firms and
business advisers. Formed in 1969, HLBI is ranked in the top 12 largest accounting and business advisory
groups world-wide, with annual billings of US$1.7 billion, generated by more than 1,900 member firm partners
plus 14,000 staff in 500 offices.
HLB Mann Judd has a dedicated national funds management industry group that has developed significant
technical and commercial expertise with an appreciation for the various commercial issues facing the funds
management industry. In the property funds sector, HLB Mann Judd has clients across listed and unlisted
funds, retail and wholesale and funds set up for domestic and offshore investors.
The HLB Mann Judd Australasian Association consists of 10 member firms and 2 representative firms and has
approximately 600 staff members, including 85 partners. It represents a group of specialists providing business
advice and services to a wide range of business organisations and private clients.
6
HLB Mann Judd
Accountant
Corporate Address Key Contact
Level 19 Mariana von-Lucken
207 Kent Street Partner, Tax Consulting
Sydney NSW 2000
Phone: +61 (2) 9020 4095
www.hlb.com.au Fax: +61 (2) 9020 4180
Mobile: +61 420 960 222
Email: mvonlucken@hlbnsw.com.au
Mariana von-Lucken is a Partner in HLB Mann Judd’s Tax Consulting Group. She an experienced and highly
respected taxation professional who is part of the Education Committee of The Tax Institute, and is a member
of the Women in Tax Committee of The Tax Institute.
Mariana’s expertise covers several broad areas including: assisting foreign entities set up their business in
Australia; advising businesses in relation to international transfer pricing issues, including tax compliance and
documentation; and advising business vendors and purchasers in relation to the taxation implications that relate
to various transactions. This advice has included implications relating to income tax, GST and stamp duty.
Expertise and Specialisation Qualifications and Memberships
• Business Structuring/Restructuring • Bachelor of Commerce, University of Canberra
• Foreign Entities Investing in Australia • CTA - The Tax Institute
• Funds Management • Master of Taxation, University of NSW - ATAX
• Transfer Pricing • Member of Chartered Accountants Australia
• Capital Gains/Fringe Benefits/Goods and and New Zealand
Services Tax
• R&D Incentives
Corporate Overview
As members of HLB International, HLB Mann Judd firms are part of a world-wide network of respected
accounting firms. HLB International is a fast growing, dynamic network of professional accounting firms and
business advisers. Formed in 1969, HLBI is ranked in the top 12 largest accounting and business advisory
groups world-wide, with annual billings of US$1.7 billion, generated by more than 1,900 member firm partners
plus 14,000 staff in 500 offices.
HLB Mann Judd has a dedicated national funds management industry group that has developed significant
technical and commercial expertise with an appreciation for the various commercial issues facing the funds
management industry. In the property funds sector, HLB Mann Judd has clients across listed and unlisted
funds, retail and wholesale and funds set up for domestic and offshore investors.
The HLB Mann Judd Australasian Association consists of 10 member firms and 2 representative firms and has
approximately 600 staff members, including 85 partners. It represents a group of specialists providing business
advice and services to a wide range of business organisations and private clients.
7
KPMG
Accountant
Corporate Address Key Contact
International Towers Sydney 3 Tony Mulveney
Level 36 Partner
300 Barangaroo Avenue
Sydney NSW 2000 Phone: +61 (2) 9335 7121
Mobile: +61 411 165 411
www.kpmg.com.au Email: tmulveney@kpmg.com.au
Tony leads KPMG’s Real Estate Tax Practice.
Tony has more than 20 years’ experience advising on a range of issues affecting property clients across
all sectors including agriculture. He provides the full range of tax advisory and compliance services to both
inbound and outbound property groups. Tony’s expertise also extends to the funds management industry
where he assists both listed and unlisted property trusts and is well aware of the need to ensure that proper
capital management strategies are implemented between group members.
Tony is currently Chairman of the Regulatory and Liaison Committee of the Asian Public Real Estate
Association (APREA) which represents the listed real estate sector in the region.
Expertise and Specialisation Qualifications and Memberships
Tony’s real estate clients include: • Bachelor of Economics, University of Sydney
• Brookfield • Master of Laws, University of Sydney
• Goodman • Affiliate Member, Institute of Chartered
• Invesco Accountants in Australia
• CLSA • Fellow, Taxation Institute of Australia
• GIC Real Estate
• Mulpha
• Stockland
• Aspen
Corporate Overview
KPMG is a professional services firm with global reach, and deep expertise in audit and assurance, tax and
advisory. KPMG Enterprise provides a full range of services tailored to meet the unique needs of mid-sized, fast
growing and family owned businesses.
We operate in 155 countries and have more than 174,000 people working in member firms around the world.
The KPMG network is coordinated by Swiss cooperative KPMG International (KPMGI).
In Australia, KPMG has a long tradition of professionalism and integrity, combined with our dynamic approach
to advising clients in a digital-driven world. We have approximately 6,700 people, including over 400 partners,
with 13 offices around the country.
8
ShineWing Australia
Accountant
Corporate Address Key Contact
Level 10 Stephen O’Flynn
530 Collins Street Partner
Melbourne VIC 3000
Phone: +61 (3) 8635 1800 Phone: +61 (3) 8635 1986
Fax: +61 (3) 8102 5486
www.shinewing.com.au Mobile: +61 418 559 561
Email: soflynn@shinewing.com.au
Stephen is an experienced tax advisor whose commercial acumen benefits all of his property clients.
Over the past twenty years, Stephen has assisted property groups in navigating the various property cycles
and he understands the advantages and disadvantages of the various structures available for holding both
Australian and international property.
Stephen acts for a number of listed and unlisted property funds and enjoys helping start up property fund
managers determine the most appropriate structure for their business. Stephen provides commercial,
pragmatic and solution focused advice.
A member of the Property Council’s (Victorian) Tax Committee and International and Capital Markets
Commitee, Stephen is at the forefront of developments in the property industry and is a leading advisor to the
sector. He is also a regular presenter for the Property Funds Association.
Expertise and Specialisation Qualifications and Memberships
• Tax Structuring • Fellow of Taxation Institute of Australia
• Property • Fellow of the Institute of Chartered Accountants in Australia
• Funds Management • Bachelor of Business
• International Taxation
• Managed Investment Trusts
Corporate Overview
ShineWing Australia has a long and proud history of providing taxation advisory and compliance services to the
Property Funds Industry and we are proud to be sponsors of the Property Funds Association.
Our expertise spans across advisory, audit, corporate finance and taxation services and we are adept at
providing seamlessly integrated, end-to-end advice on even the most complex domestic and international
transactions.
We have extensive expertise in the property funds industry, which means we understand the issues facing the
property funds industry and can help you navigate these challenges to continue to grow your business.
We have also combined our years of expertise in corporate tax and software engineering to produce a
market-leading software solution, Complete Tax Solutions (CTS). CTS streamlines the entire tax reporting and
compliance process by automating the tax distribution and tax return process for property funds.
Melbourne Office
Level 10, 530 Collins Street, Melbourne, VIC 3000 Phone: +61 (3) 8635 1800
Sydney Office
Level 8, 167 Macquarie Street, Sydney, NSW 2000 Phone: +61 (2) 8059 6800
Brisbane Office
Riparian Plaza, Level 33, 71 Eagle Street, Brisbane QLD 4000 Phone: +61 (7) 3085 0888
9
ShineWing Australia
Accountant
Corporate Address Key Contact
Level 10 Rami Eltchelebi
530 Collins Street Partner
Melbourne VIC 3000
Phone: +61 (3) 8635 1800 Phone: +61(3) 8635 1975
Mobile: +61 438 025 241
www.shinewing.com.au Email: reltchelebi@shinewing.com.au
Rami is a financial services specialist and an expert in assurance and transaction services. He is also a
member of ShineWing Australia’s Financial Services Industry Group which predominantly focusses on funds
management.
In his role as a registered company auditor, Rami has extensive experience in the audit of listed groups - both
domestic and international, unlisted public companies, pooled investment structures and large private groups.
With over 14 years’ experience, Rami has also worked with a number of listed and unlisted property funds and
their respective managers, to provided assurance services in connection with capital raisings and transactions.
He also provides financial statement and compliance audit services to a number of property funds, responsible
entities, investment managers and their respective corporate groups.
Rami is an active member of the Property Funds Association and is regularly invited to contribute to the
Associations’ thought leadership papers and to present at industry events.
Expertise and Specialisation Qualifications and Memberships
• Financial and Compliance Audits • Registered Company Auditor
• PDS Forecast Reviews • Member of Chartered Accountants Australia and New Zealand
• Accounting Advice • Graduate of Australian Institute of Company Directors
• AFSL Financial Requirements • Bachelor of Business (Monash University)
Corporate Overview
ShineWing Australia has a long and proud history of providing taxation advisory and compliance services to the
Property Funds Industry and we are proud to be sponsors of the Property Funds Association.
Our expertise spans across advisory, audit, corporate finance and taxation services and we are adept at
providing seamlessly integrated, end-to-end advice on even the most complex domestic and international
transactions.
We have extensive expertise in the property funds industry, which means we understand the issues facing the
property funds industry and can help you navigate these challenges to continue to grow your business.
We have also combined our years of expertise in corporate tax and software engineering to produce a
market-leading software solution, Complete Tax Solutions (CTS). CTS streamlines the entire tax reporting and
compliance process by automating the tax distribution and tax return process for property funds.
Melbourne Office
Level 10, 530 Collins Street, Melbourne, VIC 3000 Phone: +61 (3) 8635 1800
Sydney Office
Level 8, 167 Macquarie Street, Sydney, NSW 2000 Phone: +61 (2) 8059 6800
Brisbane Office
Riparian Plaza, Level 33, 71 Eagle Street, Brisbane QLD 4000 Phone: +61 (7) 3085 0888
10 10Administration Services: Custodian / Trustee / Registry
Australian Executor Trustees
Administration Services
Corporate Address Key Contact
Level 22 Glenn White
207 Kent Street Senior Manager, Business Development
Sydney NSW 2000
Phone: +61 (2) 9028 5922
www.aetlimited.com.au Fax: +61 (2) 9028 5942
Mobile: +61 406 380 793
Email: glenn.white@aetlimited.com.au
Glenn White is responsible for business development for the AET Corporate Trust business. He has experience
in trustee, custody, risk and compliance for corporate trusts, managed investment schemes, superannuation
funds, debt capital market transactions and as a responsible manager and director of SPV’s.
Glenn is responsible for building and maintaining relationships with clients, service providers and key industry
contacts. He facilitates deal negotiations and new business for custody and trustee arrangements, escrow
appointments, debt capital market transactions, including structured finance and securitisation, and retail and
wholesale note issues.
Expertise and Specialisation Qualifications and Memberships
• Custodian for MIS structures • Post Graduate Diploma Applied Finance & Investment
• Trustee for Wholesale Trusts (Investment Management) - Finsia
• Trustee, Security Trustee and Agent for • Bachelor of Business (Banking and Finance) - CSU
DCM Transactions • Fellow, Institute of Public Accountants
Corporate Overview
The IOOF Group was formed in 1846 and is now one of the largest non-bank aligned groups in the financial
services industry. IOOF manages and administers more than $139.3 billion of client monies (FUMAS as at 31
December 2016), and is listed on the Australian Securities Exchange in the ASX top 100.
Australian Executor Trustees (AET) is a wholly owned subsidiary of IOOF and is the amalgamation of four
trustee companies providing trustee services to Australians since 1880.
The Corporate Trust division provides corporate trustee services to the financial services industry, acting as
custodian and/or trustee for managed investment schemes covering listed and unlisted funds, retail and
wholesale, MITs, property syndicates, agricultural schemes, water funds, mortgage trusts, retirement villages,
private equity and venture capital funds, peer to peer lending and significant investor visa products.
In addition, we also act as trustee and/or facility agent for securitisations, structured finance transactions, note
and bond issues, as well as providing processing and escrow agent services.
AET has a dedicated management team that is experienced in all facets of custody, trustee and operations,
having clients in all asset sectors of the funds management industry.
12One Investment Group Limited
Administration Services
Corporate Address Key Contact
Level 11 Justin Epstein
20 Hunter St Executive Director
Sydney NSW 2000
Phone: +61 (2) 8277 0010
www.oneinvestment.com.au Fax: +61 (2) 8580 5700
Mobile: +61 414 592 124
Email: justin.epstein@oneinvestment.com.au
In 2009, Justin founded One Investment Group (“OIG”) as an independent provider of Responsible Entity
and Trustee Services, starting with 2 schemes. Over the last 8 years, OIG has expanded to offer Registry,
Fund Administration and Corporate Trust Services. Today, OIG is the only corporate trustee that has the ability
to provide a complete outsourcing solution for fund managers wishing to set up either retail or wholesale
managed investment schemes and is the 3rd largest provider of Responsible Entity and Trustee Services in
Australia with in excess of 250 funds and $15bn of funds under administration.
Prior to founding OIG, Justin was the investment director for the LJCB Investment group where he was
also head of corporate finance for Global Aviation Asset Management. Justin has previously worked in
group strategy and business development for a major Australian investment bank, for the corporate finance
restructuring division of Ernst & Young and for a specialised private property finance and investment group.
Qualifications and Memberships
• Bachelor of Commerce (with Distinction) from the University of New South Wales
• Fellow of the Financial Services Institute of Australi
• Member of the Australian Institute of Company Directors
Corporate Overview
One Investment Group provides a range of services to fund managers including:
• Responsible Entity/Trustee Services
• Corporate Trust
• Custody Services
• Registry Services
• Fund Administration Services
One Investment Group is unique in that its subsidiaries are able to provide investment managers with a
complete solution including Responsible Entity/Trustee, Custodian, Registrar and Fund Administrator or
alternatively provide a single service working alongside external service providers or the existing Responsible
Entity/Trustee.
13Perpetual Limited
Administration Services
Corporate Address Key Contact
Level 18 Cec Charter
123 Pitt Street Senior Sales & Relationship Manager
Sydney NSW 2000
Phone: +61 (2) 9229 9466
www.perpetual.com.au Email: cec.charter@perpetual.com.au
Cec Charter is Senior Sales & Relationship Manager for Perpetual Corporate Trust with responsibility for
business development, predominantly within the funds segment. Cec has over thirty-five years’ experience in
financial services across banking, finance and trustee services. Cec previously worked at The Trust Company
prior to it being acquired by Perpetual in 2013 and has also previously held senior roles with Westpac, Bank
of New York Mellon and National Australia Bank. He spent 5 years in the Westpac Chicago Office with global
responsibility for the auto manufacturing segment. Cec has extensive experience working with global and local
institutional investors acquiring assets in Australia and with fund managers setting up funds in the Australian
market.
Expertise and Specialisation Qualifications and Memberships
• Trustee • Property Funds Association of Australia
• Custody • Property Council of Australia
• Investment Management • Alternative Investment Management Association
• Financial Services Council
• Asian Association for Investors in Non-listed Real Estate Vehicles
(ANREV)
• Australian Private Equity and Venture Capital Association Limited
• Infrastructure Partnerships Australia
Corporate Overview
With over 129 years as a trustee company, Perpetual Corporate Trust is the leading independent provider of
Corporate Trustee Services to the funds management and debt capital markets in Australia.
Our wealth of experience and knowledge of the markets enables us to provide our clients with a range of
solutions to best suit their needs, this includes trustee services, custodial, management and accounting
services for the property funds industry.
From our offices in Australia and Singapore we administer over $600 billion for our global network of clients.
We provide a professional approach and efficient process that ensures a stress-free experience, no matter how
complex the transaction.
Perpetual Corporate Trust is a division of Perpetual Limited, a diversified financial services company, listed on
the ASX100.
14Perpetual Limited
Administration Services
Corporate Address Key Contact
Level 18 Glen Dogan
123 Pitt Street Head of Sales & Relationship Management
Sydney NSW 2000
Phone: +61 (2) 9229 9618
www.perpetual.com.au Email: glen.dogan@perpetual.com.au
Glen Dogan is Head of Sales and Relationship Management at Perpetual Corporate Trust with responsibility
for business development for the funds management and debt markets sectors covering Australia, Europe
and the Americas. His strength lies in developing client relationships and business development strategies -
skills he has honed over his 15 years in the financial services industry. Glen has expertise in establishing fund
vehicles for local and global fund managers across a broad range of asset classes. Prior to this Glen was
based in Singapore for 5 years as Senior Vice President where he was instrumental in growing Perpetual’s
Asian trustee business, primarily responsible for assisting our clients list on the Singapore Stock Exchange.
Expertise and Specialisation
• Trustee
• Custody
• Investment Management
• Accounting
Corporate Overview
With over 129 years as a trustee company, Perpetual Corporate Trust is the leading independent provider of
Corporate Trustee Services to the funds management and debt capital markets in Australia.
Our wealth of experience and knowledge of the markets enables us to provide our clients with a range of
solutions to best suit their needs, this includes trustee services, custodial, management and accounting
services for the property funds industry.
From our offices in Australia and Singapore we administer over $600 billion for our global network of clients.
We provide a professional approach and efficient process that ensures a stress-free experience, no matter how
complex the transaction.
Perpetual Corporate Trust is a division of Perpetual Limited, a diversified financial services company, listed on
the ASX100.
15Sandhurst Trustees Limited
Administration Services
Corporate Address Key Contact
Level 5 Hayden Williams
120 Harbour Esplanade Manager, Corporate Trusts
Docklands VIC 3008
Phone: +61 (3) 8414 7857
www.sandhursttrustees.com.au Fax: +61 (3) 8414 7275
Mobile: +61 478 435 246
Email:
hayden.williams@bendigoadelaide.com.au
Hayden Williams is the Manager of the Corporate Trusts division at Sandhurst Trustees Limited.
With over fourteen years in the financial services industry, Hayden manages numerous trustee and
custodian roles.
Hayden also has extensive experience in assisting fund managers, trustees and responsible entities
in establishing managed investment trusts across various asset classes including property, mortgage,
agribusiness and equities.
Expertise and Specialisation Qualifications and Memberships
• Custodian Services • Graduate Diploma of Applied Finance and Investment - Finsia
• Trustee Services • Bachelor of Business - Swinburne University of Technology
• Compliance
• Risk Management
Corporate Overview
Sandhurst Trustees is part of Bendigo Wealth, Bendigo and Adelaide Bank’s wealth division and is a highly
regarded financial services provider, offering a wide range of products and services including: investments and
funds management; superannuation; commercial loans and the provision of corporate trustee and custodial
services.
Sandhurst Trustees Corporate Trusts team provides custody services to a broad range of clients in the
property, mortgage, equity and agribusiness fields. It has a long history of providing high quality service to its
clients and has expertise in each of these asset classes.
Established in 1888, Sandhurst Trustees has become a modern, full-service wealth manager renowned for its
customer service excellence and integrity. Today, Sandhurst Trustees is a modern full-service wealth manager,
without losing sight of its trustee legacy or its motto to be ‘Mindful, Faithful and Lasting’ to help our customers
manage, protect and cultivate their wealth.
16Unity Fund Services
Administration Services
Corporate Address Key Contact
Level 8 Steve Beland
25 Bligh Street Managing Director
Sydney NSW 2000
Phone: +61 (2) 8277 0072
www.unityfundservices.com.au Fax: +61 (2) 8580 5781
Mobile: + 61 404 857 667
Email:
steve.beland@unityfundservices.com.au
Steve Beland is the Managing Director at Unity Fund Services. Steve has in excess of 15 years’ experience
in accounting and taxation gained in funds management, corporate and professional services. Prior to
joining Unity Fund Services in October 2010, Steve held roles at Brookfield Multiplex Ltd and Everest
Financial Group Ltd.
Prior to this, Steve worked for Ernst & Young providing general advice to corporate clients as well as being
involved in a numerous due diligence assignments for property and private equity transactions. Steve also
worked for Horwath as a Supervisor specialising in the provision of taxation and business services to high
net worth individuals and SME businesses including a secondment to the Chicago (USA) office.
Expertise and Specialisation Qualifications and Memberships
• Funds Management • Chartered Accountant
• Property & MITs • Chartered Tax Adviser - Tax Institute of Australia
• Fund Accounting, Administration • Registered Tax Agent
and Registry Services • Master of Taxation - University of Sydney
• Tax Compliance & Structuring • Bachelor of Commerce - University of Western Sydney Institute
Corporate Overview
Since 2010, Unity Fund Services has built a reputation as a leading provider of Outsourced Accounting, Tax
and Registry Services for property funds across Australasia. We provide an exceptional level of service to
property fund managers, ranging from start-ups through to established industry heavyweights.
Through a unique combination of highly experienced personnel, a robust technology platform and systems,
and an unswerving professionalism and commitment to excellence in everything we do, Unity Fund Services is
delivering a competitive advantage to investment managers and confidence to investors alike.
17Asset and Building Advisory
KPMG SGA Property Consultancy Pty Ltd
Asset and Building Advisory
Corporate Address Key Contact
Level 37 Stephen Allan
Tower 3 Partner
300 Barangaroo Avenue
Sydney NSW 2000 Phone: +61 (2) 9295 3839
Fax: +61 (2) 9335 7001
www.kpmg.com.au Mobile: +61 421 059 258
Email: sgallan@kpmg.com.au
Stephen has been actively involved with technical, environmental and property risk instructions since working
in private practice in London (1998). Before that, Stephen’s experience had covered construction methodology,
design, repair, maintenance and management.
Prior to joining KPMG, Stephen was the founding Partner of SGA Property Consultancy (2003) and SGA
Environmental (2006) which specialised in the preparation of technical due diligence, environmental and
dilapidations (make good) reports to all property sectors across Australia, New Zealand & Asia.
Over the last 11 years at SGA Property Consultancy, now part of the KPMG Group (KPMG SGA) from 2014,
Stephen has been involved with almost 3,000 property acquisitions or disposal projects. This has included
some of the largest property acquisitions in Australian history across all property asset classes including Dexus
buying the CPA Office Portfolio ($4 billion AUD); creation of the SCA (Retail) Property Group ($1.6 billion AUD)
& Charter Hall Group acquiring ALH Hotel Portfolio ($600 million AUD).
Expertise and Specialisation Qualifications and Memberships
• Dilapidation Reporting / Negotiation • BSc(Hons) Building Surveying
• Contract Administration • Professional Member of the Royal Institution of
• Landlord & Tenant Law Chartered Surveyors (1999)
• Building Defect Diagnostics • Professional Member of the Chartered Institute
• Feasibility Studies of Builders (1999)
• Project Management
• Condition Surveys
• Technical Due Diligence Reporting
• Environmental Reporting
• Asset Condition Audits & Programmed
Maintenance
Corporate Overview
KPMG SGA is part of the KPMG Australian Partnership providing independent Chartered Building,
Environmental, Tax, Stamp Duty and Business Advisory Services to local and overseas investors, owners and
tenants throughout Australia, New Zealand and Asia.
19MBMpl Pty Ltd
Asset and Building Advisory
Corporate Address Key Contact
Level 22 Nicola Woodward
215 Adelaide Street Director
Brisbane QLD 4000
Phone: +61 (7) 3234 4000
www.mbmpl.com.au Fax: + 61 (7) 3234 4099
Mobile: +61 413 226 798
Email: nicola.woodward@mbmpl.com.au
Nicola is the national Head of Tax and Asset Services at MBMpl. Nicola has over 20 years of experience in the
property industry in Australia, New Zealand and the UK. Her experience began as a property valuer from where
she specialised in capital allowances, tax depreciation and asset management.
Nicola has strong interpersonal skills and her strengths lie in understanding client requirements and finding
innovative solutions to deliver them. Nicola’s clients include superannuation funds, property trusts and inbound
investors into Australia.
Nicola was Chair of the Conference and Events Committee for the Property Funds Association for several
years. Nicola provides training on tax depreciation for the RICS.
Expertise and Specialisation Qualifications and Memberships
• Tax Depreciation and Capital Allowances • Member of Royal Institution of Chartered Surveyors
• Building Surveying • Chartered Tax Advisor
• Asset Management • Registered Tax Agent (Quantity Surveying)
• Quantity Surveying • MTAX - University of New South Wales
• Bachelor of Science - Aston University, UK
Corporate Overview
MBM is a national independent construction and property consultancy specialising in Quantity Surveying, Tax
Depreciation, Asset and Building Consulting, Public Private Partnership Technical Advisory, Cost Engineering
and Facilities Management Advisory.
MBM has offices in Sydney, Brisbane, Melbourne, Gold Coast, Canberra, Perth and Adelaide.
Sydney Office
Level 7, 68 Pitt Street, Sydney NSW 2000 Phone: +61 (2) 9270 1000
Melbourne Office
Level 7, 500 Collins Street, Melbourne VIC 3000 Phone: +61 (3) 9603 5200
20MBMpl Pty Ltd
Asset and Building Advisory
Corporate Address Key Contact
Level 22 Luke Anthony
215 Adelaide Street Associate Director
Brisbane QLD 4000
Phone: +64 (7) 3234 4000
www.mbmpl.com.au Fax: +64 (7) 3234 4099
Mobile: +61 421 814 851
Email: luke.anthony@mbmpl.com.au
Luke is an Associate Director in the Tax and Asset Services Team at MBM and leads the Queensland Tax
Group. Luke has 20 years of experience as a quantity surveyor in the construction industry and has a great
understanding of construction and development costs.
After gaining experience from the concept to completion stages of construction, in areas such as cost
planning, bills of quantities and contract administration, Luke moved into the specialised area of asset
management. He provides detailed asset registers, tax depreciation schedules, capex forecasting and
replacement cost assessments for his clients.
Luke is passionate about helping his clients develop successful projects and optimise returns on their
investments.
Expertise and Specialisation Qualifications and Memberships
• Tax Depreciation • Member of Australian Institute of Quantity Surveyors
• Capital Expenditure Forecasting • Registered Tax Agent (Quantity Surveying)
• Condition Audits • Bachelor of Applied Science (Quantity Surveying) *
• Asset Management • QLD Chapter Councilor
• Quantity Surveying (Australian Institute of Quantity Surveyors)
• APC Assessor
(Australian Institute of Quantity Surveyors)
Corporate Overview
MBM is a national independent construction and property consultancy specialising in Quantity Surveying, Tax
Depreciation, Asset and Building Consulting, Public Private Partnership Technical Advisory, Cost Engineering
and Facilities Management Advisory.
MBM has offices in Sydney, Brisbane, Melbourne, Gold Coast, Canberra, Perth and Adelaide.
Sydney Office
Level 7, 68 Pitt Street, Sydney NSW 2000 Phone: +61 (2) 9270 1000
Melbourne Office
Level 7, 500 Collins Street, Melbourne VIC 3000 Phone: +61 (3) 9603 5200
21Napier & Blakeley
Asset and Building Advisory
Corporate Address Key Contact
20 Hunter Street Alastair Walker
Sydney NSW 2000 Managing Director
www.napierblakeley.com Phone: +61 (2) 9299 1899
Fax: +61 (2) 9299 9625
Mobile: +61 419 503 289
Email: awalker@napierblakeley.com
Alastair has over 30 years’ experience in the property and development industries. He began his career in
Scotland and developed this further in London and the Middle East.
Since joining Napier & Blakeley in 1988, Alastair has worked in the areas of building consulting, property tax
and project management and has solid experience across both the development and investment property
markets.
As a Director of Napier & Blakeley for many years he has worked on taking the company into new areas of the
property and development industries keeping Napier & Blakeley at the forefront of the industry and has always
strived for excellence, innovation and partnering with clients to meet their requirements with a commercially
suitable outcome for all.
Expertise and Specialisation Qualifications and Memberships
• Commercial • Dip Construction Management
• Industrial • Grad Dip Project Management (Property)
• Retail • Asian Association for Investors in Non-listed
• Tourism Real Estate Vehicles (ANREV)
• Large Mixed-Use Developments • Asia Pacific Real Estate Association (APREA)
• Property Council of Australia
• Property Funds Association
• Urban Land Institute
Corporate Overview
Napier & Blakeley services are directed at issues that really matter, providing commercial advice on cost, risk
and return to the Australian and international property, development and sustainability markets. They provide a
range of property, development and sustainability services including, sustainable property solutions, transaction
due diligence and capital expenditure planning, and development risk management and are recognised as
Australia’s leading provider of property tax allowances advice.
We have a dedicated team that operate for clients across the Asia Pacific Region including:
• Quantity surveyors • Chartered building surveyors
• Building consultants • Project & development managers
• Services engineers • Specialist tax surveyors
• Sustainability consultants • NABERS accredited consultants
• Green star accredited consultants
Melbourne | Sydney | Brisbane | Adelaide | Perth | Singapore
22Napier & Blakeley
Asset and Building Advisory
Corporate Address Key Contact
90 Collins Street Rob Howells
Melbourne VIC 3000 National Director
www.napierblakeley.com Phone: +61 (3) 9915 6327
Fax: +61 (3) 9915 6399
Mobile: +61 437 649 082
Email: rhowells@napierblakeley.com
Rob has been providing professional consultancy services to local and international investors, financiers and
vendors, since the early 1990’s. He is commercial and driven to add value.
Rob performs technical due diligence on most of the significant property transactions in Australia. In addition,
he has successfully assessed and negotiated hundreds of lease end make good claims.
Rob’s background is in building pathology, building consulting, project and development monitoring. Rob is
a chartered surveyor and regularly contributes to professional development and guidance for RICS and other
bodies.
Expertise and Specialisation Qualifications and Memberships
• Commercial • BSc (Hons)
• Industrial • Member of Royal Institution of Chartered Surveyors
• Retail • Asian Association for Investors in Non-listed Real
• Tourism Estate Vehicles (ANREV)
• Large Mixed-Use Developments • Asia Pacific Real Estate Association (APREA)
• Property Council of Australia
• Property Funds Association
• Urban Land Institute
Corporate Overview
Napier & Blakeley services are directed at issues that really matter, providing commercial advice on cost, risk
and return to the Australian and international property, development and sustainability markets. They provide a
range of property, development and sustainability services including, sustainable property solutions, transaction
due diligence and capital expenditure planning, and development risk management and are recognised as
Australia’s leading provider of property tax allowances advice.
We have a dedicated team that operate for clients across the Asia Pacific Region including:
• Quantity surveyors • Chartered building surveyors
• Building consultants • Project & development managers
• Services engineers • Specialist tax surveyors
• Sustainability consultants • NABERS accredited consultants
• Green star accredited consultants
Melbourne | Sydney | Brisbane | Adelaide | Perth | Singapore
23Asset Consultants
Atchison Consultants
Asset Consultants
Corporate Address Key Contact
Level 3 Ken Atchison
155 Queen Street Managing Director
Melbourne VIC 3000
Phone: +61 (3) 9642 3835
www.atchison.com.au Fax: +61 (3) 9642 8886
Mobile: +61 425 754 731
Email: ken@atchison.com.au
Atchison Consultants was established in 2001 by Ken Atchison and consists of a team of investment
professionals with extensive experience in all aspects of financial markets.
Ken has been involved in financial markets since the early 1970s. After gaining significant experience in the
management of investment portfolios, he moved to providing investment advice to superannuation funds.
Ken’s consultancy experience covers a broad range of areas within investment portfolio and business
management.
Expertise and Specialisation Qualifications and Memberships
• Business and investment objectives • Property Council of Australia
• Development of structures for the • Investment Management Consultants Association
management of investment portfolios • Finsia
• Assessment and recommendations • Property Funds Association
regarding the selection and monitoring of
investment managers
• Monitoring and review of the full range of
investment policy
Corporate Overview
The principal focus of Atchison Consultants is the provision of advice and analysis across all components of
managing investment portfolios by financial institutions, superannuation and insurance funds and investment
managers. In recognition of the investment industry trend to sector specialisation, our advice is tailored to
specific asset classes, in particular, real estate.
Property funds advice includes portfolio allocation, process and policy creation and review, product structuring,
offer document compilation and review, service provider assessment, portfolio review, market review and
outlook, secondary units transaction advice, fund manager due diligence, investment research, investor
reporting, compliance support and direct property acquisition due diligence management.
25Atchison Consultants
Asset Consultants
Corporate Address Key Contact
Level 3 Binesh Seetanah
155 Queen Street Analyst
Melbourne VIC 3000
Phone: +61 (3) 9642 3835
www.atchison.com.au Fax: +61 (3) 9642 8886
Email: binesh.seetanah@atchison.com.au
Binesh Seetanah joined Atchison Consultants as an Analyst in July 2011. Binesh holds a Masters of
Professional Accounting and a Masters of Commerce from RMIT University and is currently undertaking the
IMCA certification. Prior to his current role, Binesh was working as a lecturer in the School of Economics,
Finance and Marketing at RMIT University and had been lecturing in the area of Financial Markets, Business
Finance, Risk Management and Investments for four years.
Expertise and Specialisation Qualifications and Memberships
• Direct Property Funds • Investment Management Consultants Association
• Property Market Research and Analytics
• Listed Property Funds
• Investment Research and Due Diligence
Corporate Overview
The principal focus of Atchison Consultants is the provision of advice and analysis across all components of
managing investment portfolios by financial institutions, superannuation and insurance funds and investment
managers. In recognition of the investment industry trend to sector specialisation, our advice is tailored to
specific asset classes, in particular, real estate.
Property funds advice includes portfolio allocation, process and policy creation and review, product structuring,
offer document compilation and review, service provider assessment, portfolio review, market review and
outlook, secondary units transaction advice, fund manager due diligence, investment research, investor
reporting, compliance support and direct property acquisition due diligence management.
26Fit Out / Project Management
Intermain Pty Ltd
Fit Out / Project Management
Corporate Address Key Contact
1 Gillespie Avenue Andrew Johnson
Alexandria NSW 2015 Managing Director
www.intermain.com.au Phone: +61 (2) 9318 2272
Fax: +61 (2) 9318 2282
Mobile: +61 418 969 367
Email: a.johnson@intermain.com.au
As Managing Director of Intermain, Andrew combines business management acumen with a passion for the
hands-on process of building.
Working across large scale construction projects and smaller, more handcrafted custom-made joinery, Andrew
gained his building knowledge in New Zealand and the UK working on residential projects where tradition and
craftsmanship were paramount.
Relocating to Australia in 1991 he established Andrew Johnson Constructions, developing the skills and the
team to launch Intermain in 2001.
Since then Andrew has built the business into a diversely skilled commercial fitout company that always strives
for the highest building standards across hospitality, retail, exhibition and commercial interiors.
Expertise and Specialisation Qualifications and Memberships
• Business Development • Green Star Accredited Professional
• Project Management • Green Building Council Australia
Corporate Overview
Based in Sydney, Brisbane and Melbourne and working nationally, Intermain is an established multi-skilled
commercial fitout company focusing on high quality building standards across building refurbishment, design
and construct, corporate offices, ‘make goods’, retail and hospitality, and has more than 20 years’ industry
experience.
Client relationships are key to the Intermain service. The company has honed its skills in managing and
coordinating all areas of a project’s requirements and has built a reputation for experienced and professional
project teams. Clients deal with Intermain solely and all other contractors required for a job are managed by
the Intermain team. This means timelines are closely monitored and deadlines and budgets are met. Intermain
also has strong relationships with building management teams and is experienced in fitting out tenancies to the
high standards required to maintain the quality workmanship of a building.
To complement Intermain’s strength in client services the company also operates a successful joinery division
that works on internal projects as required, and independently across the commercial and residential sectors.
Working across a broad sweep of projects, large and small, Intermain has the infrastructure to work on large
commercial and industrial contracts, with the custom joinery division’s experience covering both one-off
designs and complete office fitouts. Intermain is listed on the International Compliance Information Exchange
to make compliancy checks quick and easy.
28Intermain Pty Ltd
Fit Out / Project Management
Corporate Address Key Contact
1 Gillespie Avenue Andrew Blake
Alexandria NSW 2015 National Business Development Manager
www.intermain.com.au Phone: +61 (2) 9318 2272
Fax: +61 (2) 9318 2282
Mobile: +61 434 770 307
Email: a.blake@intermain.com.au
Andrew brings property experience and a comprehensive understanding of the fit out process.
His comprehensive understanding of the property market and broad experience means he understands
the time constraints, financial pressures and specific challenges facing property owners. By listening to his
client’s requirements, Andrew can tailor his services to individual needs to create a seamless and successful
transaction.
Qualifications and Memberships
• Architectural Technology
• Real Estate Agent
• Business Diploma
Corporate Overview
Based in Sydney, Brisbane and Melbourne and working nationally, Intermain is an established multi-skilled
commercial fitout company focusing on high quality building standards across building refurbishment, design
and construct, corporate offices, ‘make goods’, retail and hospitality, and has more than 20 years’ industry
experience.
Client relationships are key to the Intermain service. The company has honed its skills in managing and
coordinating all areas of a project’s requirements and has built a reputation for experienced and professional
project teams. Clients deal with Intermain solely and all other contractors required for a job are managed by
the Intermain team. This means timelines are closely monitored and deadlines and budgets are met. Intermain
also has strong relationships with building management teams and is experienced in fitting out tenancies to the
high standards required to maintain the quality workmanship of a building.
To complement Intermain’s strength in client services the company also operates a successful joinery division
that works on internal projects as required, and independently across the commercial and residential sectors.
Working across a broad sweep of projects, large and small, Intermain has the infrastructure to work on large
commercial and industrial contracts, with the custom joinery division’s experience covering both one-off
designs and complete office fitouts. Intermain is listed on the International Compliance Information Exchange
to make compliancy checks quick and easy.
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