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2017PFA 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 PFAFor 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

Unique Insights

A Voice

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.

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.

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: [email protected] or the Operations Manager, Nicole Morris: [email protected] 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 eachcompany you will find a summary of expertise as well as a profile of the primary contacts.

ContentAccountants............................................................................................................................................. Crofts Chartered Accountants......................................................................................................... HLB Mann Judd............................................................................................................................ KPMG........................................................................................................................................... ShineWing Australia.......................................................................................................................Administration Services: Custodian / Trustee / Registry.............................................................................. Australian Executor Trustees.......................................................................................................... One Investment Group Limited...................................................................................................... Perpetual Limited........................................................................................................................... Sandhurst Trustees Limited............................................................................................................ Unity Fund Services.......................................................................................................................Asset and Building Advisory....................................................................................................................... KPMG SGA Property Consultancy Pty Ltd..................................................................................... MBMpl Pty Ltd............................................................................................................................... Napier & Blakeley...........................................................................................................................Asset Consultants...................................................................................................................................... Atchison Consultants.....................................................................................................................Fit Out / Project Management.................................................................................................................... Intermain Pty Ltd...........................................................................................................................Insurance................................................................................................................................................ GSA Insurance Brokers Pty Ltd......................................................................................................Legal........................................................................................................................................................ Hall & Wilcox................................................................................................................................ Henry Davis York.......................................................................................................................... Massons.................................................................................................................................... McMahon Clarke............................................................................................................................ Sparke Helmore Lawyers............................................................................................................. TressCox Lawyers........................................................................................................................Product Research..................................................................................................................................... Lonsec..........................................................................................................................................Property Systems...................................................................................................................................... Yardi Systems Pty Ltd..................................................................................................................Property Valuations, Consultancy & Advisory............................................................................................. Herron Todd White........................................................................................................................ Preston Rowe Paterson................................................................................................................ Savills............................................................................................................................................

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56

Accountants

Level 1050 Berry StreetNorth Sydney NSW 2060

www.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.

Taxation (structuring and compliance)Property Funds (start up and ongoing compliance)

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Bachelor of Commerce - Curtin University (Western Australia)Member - Chartered Accountants Australia & New Zealand

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.

Reginald Aung TheinManaging Director

Phone: +61 (2) 9089 1415Fax: +61 (2) 9089 1450 Mobile: +61 411 588 276Email: [email protected]

Expertise and Specialisation

Corporate Overview

Qualifications and Memberships

Crofts Chartered Accountants

Corporate Address Key ContactAccountant Chartered Accountants

and Business Advisors

5

Level 9 575 Bourke StreetMelbourne VIC 3000

www.hlb.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.

Tax StructuringPropertyFunds ManagementInternational Taxation

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MBA (Executive) - AGSM University of New South WalesBachelor of Commerce - The University of Melbourne Member – Institute of Chartered Accountants in Australia

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.

Josh ChyePartner, Tax Consulting

Phone: +61 (3) 9606 3888Fax: +61 (3) 9606 3800Mobile: +61 424 052 935Email: [email protected]


Corporate Overview


HLB Mann Judd

Corporate Address Key ContactAccountant

6

Level 19207 Kent StreetSydney NSW 2000

www.hlb.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.

Business Structuring/Restructuring Foreign Entities Investing in Australia Funds ManagementTransfer Pricing Capital Gains/Fringe Benefits/Goods and Services TaxR&D Incentives

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Bachelor of Commerce, University of CanberraCTA - The Tax InstituteMaster of Taxation, University of NSW - ATAXMember of Chartered Accountants Australia and New Zealand

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.

Mariana von-LuckenPartner, Tax Consulting



Corporate Overview


HLB Mann Judd


7

International Towers Sydney 3Level 36 300 Barangaroo AvenueSydney NSW 2000

www.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.

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.

Tony MulveneyPartner

Phone: +61 (2) 9335 7121Mobile: +61 411 165 411Email: [email protected]


Corporate Overview


KPMG


BrookfieldGoodmanInvescoCLSAGIC Real EstateMulphaStocklandAspen

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Bachelor of Economics, University of SydneyMaster of Laws, University of SydneyAffiliate Member, Institute of Chartered Accountants in AustraliaFellow, Taxation Institute of Australia

Tony’s real estate clients include:

8

Level 10530 Collins StreetMelbourne VIC 3000Phone: +61 (3) 8635 1800

www.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.

Tax StructuringPropertyFunds ManagementInternational TaxationManaged Investment Trusts

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Fellow of Taxation Institute of AustraliaFellow of the Institute of Chartered Accountants in AustraliaBachelor of Business

Stephen O’FlynnPartner



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.

Corporate Overview


ShineWing Australia


9

Melbourne OfficeLevel 10, 530 Collins Street, Melbourne, VIC 3000 Phone: +61 (3) 8635 1800 Sydney OfficeLevel 8, 167 Macquarie Street, Sydney, NSW 2000 Phone: +61 (2) 8059 6800Brisbane OfficeRiparian Plaza, Level 33, 71 Eagle Street, Brisbane QLD 4000 Phone: +61 (7) 3085 0888 9

Financial and Compliance AuditsPDS Forecast ReviewsAccounting AdviceAFSL Financial Requirements

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Registered Company AuditorMember of Chartered Accountants Australia and New ZealandGraduate of Australian Institute of Company DirectorsBachelor of Business (Monash University)

Expertise and Specialisation Qualifications and Memberships

Level 10530 Collins StreetMelbourne VIC 3000Phone: +61 (3) 8635 1800

www.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.

Rami EltchelebiPartner

Phone: +61(3) 8635 1975 Mobile: +61 438 025 241Email: [email protected]

ShineWing Australia


10 10

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.

Corporate Overview

Melbourne OfficeLevel 10, 530 Collins Street, Melbourne, VIC 3000 Phone: +61 (3) 8635 1800 Sydney OfficeLevel 8, 167 Macquarie Street, Sydney, NSW 2000 Phone: +61 (2) 8059 6800Brisbane OfficeRiparian Plaza, Level 33, 71 Eagle Street, Brisbane QLD 4000 Phone: +61 (7) 3085 0888 10

Administration Services:Custodian / Trustee / Registry


www.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.

The IOOF Group was formed in 1846 and is now one of the largest non-bank aligned groups in the financialservices 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 ascustodian 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.

Glenn WhiteSenior Manager, Business Development


Corporate Overview

Australian Executor TrusteesAdministration ServicesCorporate Address Key Contact


Custodian for MIS structuresTrustee for Wholesale TrustsTrustee, Security Trustee and Agent for DCM Transactions

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Post Graduate Diploma Applied Finance & Investment (Investment Management) - FinsiaBachelor of Business (Banking and Finance) - CSUFellow, Institute of Public Accountants

12

Level 1120 Hunter StSydney NSW 2000

www.oneinvestment.com.au

In 2009, Justin founded One Investment Group (“OIG”) as an independent provider of Responsible Entityand 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 wasalso head of corporate finance for Global Aviation Asset Management. Justin has previously worked ingroup strategy and business development for a major Australian investment bank, for the corporate financerestructuring division of Ernst & Young and for a specialised private property finance and investment group.

• 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

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.

Justin EpsteinExecutive Director


Corporate Overview


One Investment Group LimitedAdministration ServicesCorporate Address Key Contact

13

Level 18123 Pitt StreetSydney NSW 2000

www.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.

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.

Cec CharterSenior Sales & Relationship Manager

Phone: +61 (2) 9229 9466Email: [email protected]

Corporate Overview

Perpetual LimitedAdministration ServicesCorporate Address Key Contact

Trustee CustodyInvestment Management

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Property Funds Association of AustraliaProperty Council of AustraliaAlternative Investment Management AssociationFinancial Services CouncilAsian Association for Investors in Non-listed Real Estate Vehicles (ANREV)Australian Private Equity and Venture Capital Association LimitedInfrastructure Partnerships Australia


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Level 18123 Pitt StreetSydney NSW 2000

www.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.

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.

Glen DoganHead of Sales & Relationship Management

Phone: +61 (2) 9229 9618Email: [email protected]

Corporate Overview

Perpetual LimitedAdministration ServicesCorporate Address Key Contact

Trustee CustodyInvestment ManagementAccounting

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15

Level 5120 Harbour EsplanadeDocklands VIC 3008

www.sandhursttrustees.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.

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 theproperty, 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.

Hayden WilliamsManager, Corporate Trusts


Corporate Overview

Sandhurst Trustees LimitedAdministration ServicesCorporate Address Key Contact

Custodian ServicesTrustee ServicesComplianceRisk Management

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Graduate Diploma of Applied Finance and Investment - FinsiaBachelor of Business - Swinburne University of Technology


16

Level 825 Bligh StreetSydney NSW 2000

www.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.

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.

Steve BelandManaging Director

Phone: +61 (2) 8277 0072Fax: +61 (2) 8580 5781Mobile: + 61 404 857 667Email: [email protected]

Corporate Overview

Unity Fund ServicesAdministration ServicesCorporate Address Key Contact

Funds ManagementProperty & MITsFund Accounting, Administration and Registry ServicesTax Compliance & Structuring

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Chartered Accountant Chartered Tax Adviser - Tax Institute of AustraliaRegistered Tax AgentMaster of Taxation - University of SydneyBachelor of Commerce - University of Western Sydney Institute


17

Asset and Building Advisory

Level 37Tower 3300 Barangaroo AvenueSydney NSW 2000

www.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).

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.

Stephen AllanPartner



Corporate Overview


KPMG SGA Property Consultancy Pty Ltd

Corporate Address Key ContactAsset and Building Advisory

Dilapidation Reporting / NegotiationContract AdministrationLandlord & Tenant LawBuilding Defect DiagnosticsFeasibility StudiesProject ManagementCondition SurveysTechnical Due Diligence ReportingEnvironmental ReportingAsset Condition Audits & Programmed Maintenance

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BSc(Hons) Building SurveyingProfessional Member of the Royal Institution of Chartered Surveyors (1999)Professional Member of the Chartered Institute of Builders (1999)

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Level 22215 Adelaide StreetBrisbane QLD 4000

www.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 findinginnovative 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.

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 OfficeLevel 7, 68 Pitt Street, Sydney NSW 2000 Phone: +61 (2) 9270 1000Melbourne OfficeLevel 7, 500 Collins Street, Melbourne VIC 3000 Phone: +61 (3) 9603 5200

Nicola WoodwardDirector

Phone: +61 (7) 3234 4000Fax: + 61 (7) 3234 4099Mobile: +61 413 226 798Email: [email protected]


Corporate Overview


MBMpl Pty Ltd


Tax Depreciation and Capital AllowancesBuilding SurveyingAsset ManagementQuantity Surveying

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Member of Royal Institution of Chartered SurveyorsChartered Tax AdvisorRegistered Tax Agent (Quantity Surveying)MTAX - University of New South WalesBachelor of Science - Aston University, UK

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Level 22215 Adelaide StreetBrisbane QLD 4000

www.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.

Luke AnthonyAssociate Director



Corporate Overview


MBMpl Pty Ltd


Tax Depreciation Capital Expenditure ForecastingCondition AuditsAsset ManagementQuantity Surveying

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Member of Australian Institute of Quantity SurveyorsRegistered Tax Agent (Quantity Surveying)Bachelor of Applied Science (Quantity Surveying) * QLD Chapter Councilor (Australian Institute of Quantity Surveyors)APC Assessor (Australian Institute of Quantity Surveyors)

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 OfficeLevel 7, 68 Pitt Street, Sydney NSW 2000 Phone: +61 (2) 9270 1000Melbourne OfficeLevel 7, 500 Collins Street, Melbourne VIC 3000 Phone: +61 (3) 9603 5200

21

20 Hunter StreetSydney NSW 2000

www.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.

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

Alastair WalkerManaging Director

Phone: +61 (2) 9299 1899Fax: +61 (2) 9299 9625Mobile: +61 419 503 289 Email: [email protected]


Corporate Overview


Napier & Blakeley


CommercialIndustrialRetailTourismLarge Mixed-Use Developments

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Dip Construction ManagementGrad Dip Project Management (Property) Asian Association for Investors in Non-listed Real Estate Vehicles (ANREV)Asia Pacific Real Estate Association (APREA)Property Council of AustraliaProperty Funds AssociationUrban Land Institute

22

90 Collins StreetMelbourne VIC 3000

www.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.

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

Rob HowellsNational Director



Corporate Overview


Napier & Blakeley


CommercialIndustrialRetailTourismLarge Mixed-Use Developments

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BSc (Hons)Member of Royal Institution of Chartered Surveyors Asian Association for Investors in Non-listed Real Estate Vehicles (ANREV)Asia Pacific Real Estate Association (APREA)Property Council of AustraliaProperty Funds AssociationUrban Land Institute

23

Asset Consultants

Level 3155 Queen StreetMelbourne VIC 3000

www.atchison.com.au

Atchison Consultants was established in 2001 by Ken Atchison and consists of a team of investmentprofessionals 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.

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.

Ken AtchisonManaging Director



Corporate Overview


Atchison Consultants

Corporate Address Key ContactAsset Consultants

Business and investment objectivesDevelopment of structures for the management of investment portfoliosAssessment and recommendations regarding the selection and monitoring of investment managersMonitoring and review of the full range of investment policy

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Property Council of AustraliaInvestment Management Consultants AssociationFinsiaProperty Funds Association

25

Level 3155 Queen StreetMelbourne VIC 3000

www.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.

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.

Binesh SeetanahAnalyst

Phone: +61 (3) 9642 3835Fax: +61 (3) 9642 8886Email: [email protected]


Corporate Overview


Atchison Consultants

Corporate Address Key ContactAsset Consultants

Direct Property FundsProperty Market Research and AnalyticsListed Property FundsInvestment Research and Due Diligence

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• Investment Management Consultants Association

26

Fit Out / Project Management

1 Gillespie AvenueAlexandria NSW 2015

www.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 strivesfor the highest building standards across hospitality, retail, exhibition and commercial interiors.

Andrew JohnsonManaging Director


Business DevelopmentProject Management

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Green Star Accredited Professional Green Building Council Australia


Intermain Pty Ltd

Corporate Address Key ContactFit Out / Project Management

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.

Corporate Overview

28

1 Gillespie AvenueAlexandria NSW 2015

www.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.

Andrew BlakeNational Business Development Manager


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Architectural Technology Real Estate Agent Business Diploma


Intermain Pty Ltd

Corporate Address Key ContactFit Out / Project Management

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.

Corporate Overview

29

Insurance

137 Harrington StSydney NSW 2000

www.gsaib.com.au

Scott is a Director of GSA Insurance Brokers (GSA) and Brooklyn Underwriting and holds key divisional responsibilities for Professional Risks and Trade Credit.

Scott is responsible for providing strategic leadership as well as overseeing the operational growth of the firm.

Prior to joining GSA in 2009, Scott was a senior manager at an international broking firm in charge of placing several millions of dollars of premium into the Australian and Lloyd’s insurance markets. Scott’s experience also includes senior roles in an international insurance company.

Scott CurleyDirector, Professional Risks and Trade Credit


Developed considerable expertise in the property sectorProvided services for many large property clients including Lend Lease and GPTManaged the construction insurance for several infrastructure projects including the Victorian Desalination Plant

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GSA is the key sponsor (since 2009) of the Property Funds Association (PFA) with Scott holding a position on the National Executive since 2012Senior Associate of the Australian and New Zealand Insurance Institute (ANZIIF) Scott holds a Diploma in Financial Services (insurance)


GSA Insurance Brokers Pty Ltd

Corporate Address Key ContactInsurance

GSA is a boutique insurance broker based in Sydney’s CBD established since 1990. GSA has a focus on Insurance and Risk Management servicing both local and multinational large, privately owned companies, ASX listed companies and industry associations. GSA is a full service brokerage with expertise in General Insurance, Professional Risks, Workers’ Compensation, Trade Credit, Claims Management and Risk Advisory.

We take a contemporary approach to insurance and bring to you a new era of accountability, performance, service and specialisation. We combine extensive knowledge of your business with a thorough understanding of the insurance market.

We go above and beyond by constantly looking for the best way to deliver quality service and products for our clients. We take the time to clearly understand our clients’ needs and what they want from us. Our attention to detail means we create ‘fit for purpose’ products. We will always look for smarter ways to do business.

Our clients must see us as invaluable and irreplaceable. ‘Look No Further’ means we won’t accept second best or ‘that’ll do’. It means we set high standards for what we do and how we do it. Our commitment is to tie ‘Look No Further’ to everything we do:

• How we interact with each other• How we relate to the industry

Corporate Overview

• How we build our products and services• How we serve our valued clients

31

137 Harrington StSydney NSW 2000

www.gsaib.com.au

Nicole is a Director of GSA Insurance Brokers (GSA) and Brooklyn Underwriting and holds key divisional responsibilities for Business Development & Retention.

Nicole has been with GSA since March 2003 beginning in the area of Workers’ Compensation Insurance for medium to large employers. Nicole developed 10 years’ experience in this field prior to joining GSA.

Nicole’s skills and experience in “hands-on” claims management, from both an employer and insurer perspective, are critical to provide strategic claims and premium management advice to her clients.

In July 2008 Nicole moved into the Business Development Division to work across all divisions of the company in order to target new business opportunities. In 2010 Nicole took on the role of manager of this division and has worked continuously to significantly grow the GSA new business client base across many industries. In late 2013 Nicole was appointed to the role of Director of Business Development, primarily focusing on new business opportunities for medium to large corporate and ASX listed businesses, franchise and industry associations.

Nicole MellickDirector, Business Development & Retention


Business DevelopmentClaims ManagementClient Retention

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Nicole holds a Diploma of Management and a Tier 1 of the Australian and New Zealand Insurance Institute (ANZIIF)Member of the 2020 Exchange Leadership ProgramGSA is the key sponsor (since 2009) of the Property Funds Association (PFA)


GSA Insurance Brokers Pty Ltd

Corporate Address Key ContactInsurance

GSA is a boutique insurance broker based in Sydney’s CBD established since 1990. GSA has a focus on Insurance and Risk Management servicing both local and multinational large, privately owned companies, ASX listed companies and industry associations. GSA is a full service brokerage with expertise in General Insurance, Professional Risks, Workers’ Compensation, Trade Credit, Claims Management and Risk Advisory.

We take a contemporary approach to insurance and bring to you a new era of accountability, performance, service and specialisation. We combine extensive knowledge of your business with a thorough understanding of the insurance market.

We go above and beyond by constantly looking for the best way to deliver quality service and products for our clients. We take the time to clearly understand our clients’ needs and what they want from us. Our attention to detail means we create ‘fit for purpose’ products. We will always look for smarter ways to do business.

Our clients must see us as invaluable and irreplaceable. ‘Look No Further’ means we won’t accept second best or ‘that’ll do’. It means we set high standards for what we do and how we do it. Our commitment is to tie ‘Look No Further’ to everything we do:

• How we interact with each other• How we relate to the industry

• How we build our products and services• How we serve our valued clients

Corporate Overview

32

Level 11Rialto South Tower525 Collins StreetMelbourne Vic 3000

www.hallandwilcox.com.au

Harry is the Lead Partner of the firm’s Financial Services practice. His practice focuses extensively on financialservices, corporate advisory and general corporate and commercial work. Harry’s current practice includes:

Managed investment schemes, both retail and wholesale, listed and unlisted, including property funds and syndicates, private equity funds, hedge funds, domestic and international securities funds, mortgage funds, common funds and agricultural fundsStructured productsFinancial services advice including licensing and product disclosureProduct disclosure statement and prospectus preparation and advice for public offers of managedinvestment interests and securitiesCorporations Act, ASIC Act, National Consumer Credit and ASX Listing Rules advice Mergers, acquisitions and divestments, particularly in the financial services industry Commercial transactionsAML/CTF programs and adviceCrowdfunding and platform development

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Harry has been recognised for the last four years in The Best Lawyers in Australia published by the Australian Financial Review, in corporate/governance and has been a finalist for the Lawyers Weekly Partner of the Year Awards for the last two years.

Harry NewPartner


Financial ServicesFunds Management

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Bachelor of Laws - Monash UniversityBachelor of Commerce (Accounting) - Monash UniversityGraduate Diploma (Applied Finance and Investment) - Securities Institute of Australia (now Financial Services Institute of Australia - Finsia)Fellow of Finsia Law Institute of VictoriaSecretary of the Property Funds Association (PFA) and Chair of Issues & Regulatory CommitteeEditorial Panel of the Lexis Nexis Financial Services Newsletter


Hall & Wilcox

Corporate Address Key ContactLawyer

Hall & Wilcox is a leading Australian independent business law firm with more than 500 people including over 70 partners. We have depth and breadth of expertise across a number of practices and industry sectors.

At Hall & Wilcox, we deliver smarter law. This means being smarter across our entire business - by being progressive, by our commitment to excellence and by our focus on building great relationships. For our clients, this translates to better quality, better value, improved efficiency and greater ease of doing business.

We have offices in Melbourne, Sydney, Newcastle, Perth, Canberra and Brisbane, and act nationally for Australian-based clients and multinational clients with Australian interests. We work with our clients to meet their needs, at their place of business, wherever they are.

Our clients are businesses and business people, including public entities, private entities, public sector organisations and business owners. We act for over 20% of Australia’s top 100 companies.

Corporate Overview

34

Level 11Rialto South Tower525 Collins StreetMelbourne Vic 3000

www.hallandwilcox.com.au

John is the Lead Partner in the firm’s Corporate & Commercial team. He has more 25 years’ experience as a corporate and commercial lawyer. Having worked on deals in Australasia, Europe and the United States, John has extensive corporate and funds transactional experience. Primarily, his work has focused on property fund mergers and acquisitions, initial public offerings and secondary capital raisings, fund restructurings and launch of wholesale and retail syndicates and joint ventures. He has substantial experience in structuring, managing and executing offshore transactions.

John has strong technical expertise in the property funds sector, having advised extensively on real estate portfolio and corporate acquisitions, transactional activity for wholesale and retail unlisted funds and related regulatory, governance and compliance matters. With senior in-house experience through the global financial crisis, John has a unique perspective on the commercial and regulatory pressures that confront boards and management in the Australian market.

John has been recognised in The Best Lawyers in Australia peer review in equity capital markets, funds management, investment funds, corporate/governance practice, corporate law and mergers and acquisitions law.

Property Funds ManagementCapital Markets

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BA Jurisprudence (Hons), University of OxfordCorporations Committee, Business Law Section, Law Council of Australia

Hall & Wilcox is a leading Australian independent business law firm with more than 500 people including over 70 partners. We have depth and breadth of expertise across a number of practices and industry sectors.

At Hall & Wilcox, we deliver smarter law. This means being smarter across our entire business - by being progressive, by our commitment to excellence and by our focus on building great relationships. For our clients, this translates to better quality, better value, improved efficiency and greater ease of doing business.

We have offices in Melbourne, Sydney, Newcastle, Perth, Canberra and Brisbane, and act nationally for Australian-based clients and multinational clients with Australian interests. We work with our clients to meet their needs, at their place of business, wherever they are.

Our clients are businesses and business people, including public entities, private entities, public sector organisations and business owners. We act for over 20% of Australia’s top 100 companies.

John HutchinsonPartner



Corporate Overview


Hall & Wilcox


35

44 Martin Place Sydney NSW 2000

www.hdy.com.au

Matthew has extensive experience in funds management and financial services law. He advises leading Australian and international financial services clients across a wide range of transactional and regulatory matters.

Clients look to Matthew to assist them to establish, offer and operate retail and wholesale investment funds. He advises on Australian financial services licensing, fund governance, offer documents and fund restructures.

He also advises on outsourcing arrangements, compliance issues and on ongoing regulatory developments in the financial services sector.

Matthew is experienced in the full range of asset classes and has particular experience in the property funds sector, including fund establishment, capital raising and restructures.

He is also experienced in a wide range of transactions in the financial services sector, joint ventures and funds M&A.

Funds ManagementFinancial ServicesFunds M&A

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BA LLB University of SydneyMember of various Financial Services Council working groupsMember of Issues & Regulatory Committee of the Property Funds Association

Henry Davis York (HDY) is one of Australia’s leading independent law firms. We transform ideas and knowledge into outcomes that matter to our clients, our people and our community.

We advise a range of clients including some of Australia’s most iconic businesses, the Big 4 Australian Banks, regulatory bodies, government departments and agencies, national and international fund managers and property developers.

Founded in 1893, today we have more than 40 partners and 300 staff in offices in Sydney, Brisbane and Canberra. Our history is an important part of who we are today. We believe in building relationships with our clients and with our people that have longevity.

Matthew FarnsworthSpecial Counsel



Corporate Overview


Henry Davis York


36

44 Martin Place Sydney NSW 2000

www.hdy.com.au

Andrew is a member of our Board. He specialises in both advice and transactional aspects of property law and is a trusted adviser to a range of clients including fund managers, financial institutions, restructuring and insolvency practitioners and developers.

Andrew regularly advises on the acquisition and disposal of industrial, retail and commercial properties, negotiating development agreements, joint venture documents and management agreements as well as commercial and industrial leasing.

A partner with Henry Davis York since 2007, Andrew excels in providing strategic advice and leading teams to achieve project objectives. He has a strong track record in expertly attending to complex real estate transactions, including development projects. As a skilled contract negotiator, Andrew enjoys exploring ways in which counterparty objectives may be met.

Property Law• ••

BA/LLB from the University of Auckland Member of the Property Council of Australia

Henry Davis York (HDY) is one of Australia’s leading independent law firms. We transform ideas and knowledge into outcomes that matter to our clients, our people and our community.

We advise a range of clients including some of Australia’s most iconic businesses, the Big 4 Australian Banks, regulatory bodies, government departments and agencies, national and international fund managers and property developers.

Founded in 1893, today we have more than 40 partners and 300 staff in offices in Sydney, Brisbane and Canberra. Our history is an important part of who we are today. We believe in building relationships with our clients and with our people that have longevity.

Andrew SteelePartner



Corporate Overview


Henry Davis York


37

No.5, The Upper Deck26-32 Pirrama RoadJones Bay WharfNSW 2009

www.massons.com

Jodie has 20 years’ experience in providing transactional property services. Her experience includes sales, acquisitions (including due diligence), project documentation, leasing and licensing documentation (including national retail leases legislation compliance), sale of distressed property sales, agency law, and general advisory work in the property space. Jodie specialises in acting for property trusts and syndicators. She has many long-term clients and frequently acts on all property legal issues for the entire life cycle of various properties over many years, including the purchase, refurbishment, leasing and eventual sale of the same property.

Jodie is an active member of the Property Funds Association of Australia. She was made a fellow member of the Australian Property Institute as part of the API’s Property Leaders’ Program in 2011. She has been selected by her peers for inclusion in The Best Lawyers in Australia™ for the past four consecutive years in the field of Real Property Law.

Jodie MassonPartner


Established in 2016, Massons is a boutique law firm specialising in Australian commercial property law.

Massons leverages the extensive experience of its partners in large international firms but is firmly established as a new generation law firm, ranking client care, empathy, relationships, results and team endeavour above billable hours.

Massons attracts a blue-chip clientele and has set its sights on becoming Australia’s leading commercial property law firm, providing top tier legal advice to high quality clients in a boutique environment.

Corporate Overview

Sales & Acquisitions (including due diligence)Project DocumentationLeasing and Licensing Documentation (including national retail leases legislation compliance)Distressed Property SalesAgency LawGeneral advisory work in the property space Understanding property transactions where parties are trusts, funds or syndicates

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An active member of Property Funds Association Made a fellow member of the Australian Property Institute as part of the API’s Property Leaders’ Program in 2011A member of the Law Society of NSWA member of the Real Estate Institute of NSW A member of the Women Lawyers Association of NSWA finalist at the NSW Women Lawyers Achievement Awards for “Woman Lawyer of the Year in Private Practice” in 2013Listed in “Best Lawyers in Australia” in the practice area of Real Property Law in 2014, 2015, 2016 and 2017Appointed to the College of Law Academic Board as the legal professional representativeJodie holds a Bachelor of Arts (B.A.) and Bachelor of Laws (LLB) from Macquarie University

Jodie is engaged within the property industry as follows:


Massons


38

No.5, The Upper Deck26-32 Pirrama RoadJones Bay WharfNSW 2009

www.massons.com

Leisha is considered to be one of Australia’s most respected strata lawyers. She has 15 years of legal experience and has specialised as a commercial property lawyer for more than 12 years.

Leisha has a strong background and particular specialisation in complex titling, including long-term leasehold arrangements and strata management and compliance. She is also experienced in various other aspects of property law, including sales and acquisitions, commercial leasing, property development, property aspects of corporate transactions (e.g. land and lease transfers, due diligence and contaminated land issues), and distressed property sales.

Leisha has experience acting for clients from various sectors, including property and investment funds, government departments, receivers and liquidators, banks and property developers. title development and sales; commercial, industrial and retail leasing; due diligence; negotiation of hotel management agreements; liquor licensing applications and transfers; foreign investment advice and applications; property trusts; and Managed Investments advice.

Leisha de AboitizPartner

Phone: +61 (2) 8923 0903 Mobile: +61 414 107 834Email: [email protected]

Established in 2016, Massons is a boutique law firm specialising in Australian commercial property law.

Massons leverages the extensive experience of its partners in large international firms but is firmly established as a new generation law firm, ranking client care, empathy, relationships, results and team endeavour above billable hours.

Massons attracts a blue-chip clientele and has set its sights on becoming Australia’s leading commercial property law firm, providing top tier legal advice to high quality clients in a boutique environment.

Corporate Overview

Sales and AcquisitionsComplex Titling MattersLong-term Leasehold ArrangementsStratum Subdivision Strata ManagementCommercial Leasing and Licencing Property aspects of Insolvency & Corporate TransactionsActing for Trusts and Syndicates

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Leisha is a member of the Law Society of New South Wales, the Property Funds Association, the REINSW and the Women Lawyers Association of NSW. She was recently appointed to the Strata Chapter Committee (REINSW)Leisha regularly presents externally (e.g. The College of Law) and contributes articles on strata related matters to the REI Journal and the REI Strata Chapter newsletter. Leisha has also been invited to contribute articles to Domain ChineseLeisha holds a Bachelor of Arts in International Studies (B.A.) and a Bachelor of Laws (Hons) (LLB) from the University of Technology Sydney


Massons


39

MelbourneLevel 15385 Bourke StMelbourne VIC 3000

www.mcmahonclarke.com

Brendan Ivers leads the McMahon Clarke Funds Management team and heads the firm’s Melbourne office.

Independently recognised as a ‘leading lawyer’ (Chambers Asia Pacific Guide 2014 and 2015) in investmentfunds, Brendan acts for fund managers in a wide range of commercial transactions.

His work includes structuring and advising on property funds (wholesale and retail), preparing productdisclosure statements/offer documents, joint venture agreements and other commercial agreements in relation to complex acquisition and funding arrangements, the application of the Corporations Act and ASIC regulatory policy.

Working across the entire fund life cycle, Brendan assists both established fund managers and new participants in the industry.

Brendan Ivers Partner


McMahon Clarke is nationally recognised as a market leader in funds management, real estate and commercial disputes. With offices in Brisbane and Melbourne, we bring together specialist skills across our three focus areas so our clients can create wealth and build successful businesses.

Consistently ranked as leaders in investment funds Australia-wide (Chambers Asia-Pacific), we have a proud 20 year history as pioneers and acclaimed specialists in the funds management sector.

Our award winning funds management team knows exactly what it takes to identify an investment opportunity, launch it in the market place, raise the necessary debt and equity finance and remain focussed on ongoing management issues for the life of the investment. We advise responsible entities and wholesale fund managers, as well as investment managers, platform operators, brokers, custodians, advisers and other stakeholders in the financial services sector.

Corporate Overview

Funds ManagementFinancial ServicesReal Estate FinanceFund Finance

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Bachelor of Business (Banking and Finance) (with distinction)/Law - Queensland University of TechnologyDiploma of Legal Practice - New South Wales College of LawMember - Property Council of Australia’s Corporate Finance Working GroupMember - Property Council of Australia’s Retail Investment ForumMember - Property Council of Australia’s Unlisted Funds Roundtable


McMahon Clarke


40

Brisbane62 Charlotte StreetBrisbane QLD 4000

www.mcmahonclarke.com

The Managing Partner of McMahon Clarke, Sean has a long history in the funds management and corporate sectors. Sean advises fund managers in a range of sectors, including property, equities and mortgages (both wholesale and retail), about getting their product to market and their ongoing compliance obligations. His expertise ranges from establishing and advising on fund structures through to governance, directors’ duties, compliance and disclosure issues.

Sean McMahonPartner

Phone: +61 (7) 3239 2915Fax : +61 (7) 3239 2990Mobile: +61 419 481 148Email: [email protected]

McMahon Clarke is nationally recognised as a market leader in funds management, real estate and commercial disputes. With offices in Brisbane and Melbourne, we bring together specialist skills across our three focus areas so our clients can create wealth and build successful businesses.

Consistently ranked as leaders in investment funds Australia-wide (Chambers Asia-Pacific), we have a proud 20 year history as pioneers and acclaimed specialists in the funds management sector.

Our award winning funds management team knows exactly what it takes to identify an investment opportunity, launch it in the market place, raise the necessary debt and equity finance and remain focussed on ongoing management issues for the life of the investment. We advise responsible entities and wholesale fund managers, as well as investment managers, platform operators, brokers, custodians, advisers and other stakeholders in the financial services sector.

Corporate Overview

Funds ManagementFinancial ServicesReal Estate FnanceFund Finance

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Graduate Diploma in Applied Finance and Investment- Securities Institute of AustraliaBachelor of Laws (Hons) - University of QueenslandBachelor of Commerce - University of QueenslandSolicitor - High Court of AustraliaSolicitor - Supreme Court of AustraliaMember - Property Council of Australia’s Corporate Finance Working Group


McMahon Clarke


41

Level 29 19 Martin PlaceSydney NSW 2000

www.sparke.com.au

Ben and the team (including Adam Fuller, Maggie Maconachie and Skye Balasingham) specialise in propertyinvestment, acquisition and development, as well as fund financing.

Long-standing clients include current PFA members AET, Denison and Centuria. Other significant clientsinclude Westpac, St.George, ANZ, ICBC, Qualitas, Babson Capital, Bank of Sydney, Investec and Assetinsure.

Ben BurneyPartner, Banking & Finance


Sparke Helmore Lawyers is an integrated, independent national firm of 700 people working from eight offices across Australia and is ranked as a notable firm in Banking in IFLR1000 Leading Lawyers 2016. Property, property funds and finance are core areas of focus for us, where we have genuine expertise, depth and track record.

Some recent experience incudes

“Sparke Helmore Lawyers ‘exhibits a high degree of industry knowledge and advice is always well considered and commercial’. The team, which focuses on the mid-market, includes practice head Ben Burney and Adam Fuller who both have a ‘thorough understanding of clients’ needs and a strong ability to identify major risks’.” - Banking & Finance, The Legal 500 Asia Pacific 2016

Ben and Adam have again both been referred to as as leading Banking & Finance lawyers in AFR’s Best Lawyers 2018.

Corporate Overview

Real Estate FinanceLeveraged & Acquisition FinanceAsset FinanceFund FinanceSMSF LendingBusiness Banking & SME LendingFinancial Services, Compliance & Credit RegulationsForeign Direct InvestmentPrivate BankingProject & Infrastructure FinanceRestructuring

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Bachelor of Economics - University of SydneyDiploma of Law - University of Sydney Member - Property Funds Association of AustraliaMember - Australian Pacific Loan Market Association


Sparke Helmore Lawyers


42

advising ICBC on the funding of Fu Wah International’s purchase of the Park Hyatt Hotel, Melbourne; advising Centuria on the multi-bank financing of its recent bid for the GPT Metro Office Fund; andadvising Westpac on its financing of Heathley Asset Management’s acquisition of five residential aged care freehold sites in South Australia from Infinite Aged Care in partnership with Next Capital.

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Level 440 Creek StreetBrisbane QLD 4000

www.tresscox.com.au

Lynette Reynolds has practised in commercial law for more than 20 years with a particular focus on commercial and industrial property matters. She assists clients with greenfield and brownfield developments, and established property redevelopments, alliance agreements, development partnerships, leasing, property management and all aspects of property acquisition and sale.

She leads the team that represents the Folkestone Education Trust, a listed property trust which has acquired and leased some 400 childcare centres throughout Australia and New Zealand.

Lynette provides timely, cost effective legal advice to domestic and international developers, owners, tenantsand custodians in the property, medical and allied health, child care, tourism and manufacturing sectors.

Lynette ReynoldsPartner

Phone: +61 (7) 3004 3555Fax: +61 (7) 3004 3599 Mobile: +61 416 069 573Email: [email protected]

TressCox Lawyers is a highly regarded Australian law firm that is committed to providing high quality commercial legal services. Our valued and diverse clients range from mid-sized publicly listed companies, foreign owned subsidiaries, government departments and authorities to large associations and privately owned businesses.

TressCox was established in 1897 and today supports offices in 4 Australian cities (Sydney, Melbourne, Brisbane and Canberra) with 35 partners, 92 other legal team members and 99 support team members. We also have alliances with independent member firms of ALFA International, a global legal network. This allows us to respond to your immediate needs, anywhere around the world and at any time.

Maintaining a successful client relationship is paramount; we ensure that all our clients receive the help they require in a timely and cost-effective manner. Our team’s unique combination of legal knowledge, skills, commercial awareness, industry insight and pragmatic approach enables us to add significant value to our legal services.

Corporate Overview

PropertyCommercialProperty FundsCorporate Contracts

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Bachelor of Commerce, University of QueenslandBachelor of Laws, University of QueenslandMaster of Laws, Queensland University of TechnologyBoard Member/Non-Executive Director, Guide Dogs Queensland Australian Institute of Company DirectorsMember - Property Funds AssociationQueensland Law Society


TressCox Lawyers


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Level 16, MLC Centre19 Martin PlaceSydney NSW 2000

www.tresscox.com.au

Martyn has over 25 years of experience in the Australian property and development industry, and specialises in commercial property, mixed-use strata developments, broadacre residential developments, acquisition and sale of rural properties, hotels and trusts. He provides advice in diverse areas which include complex strata titling issues, development agreements and joint venture arrangements including trust-based structures and hotel management agreement negotiation.

His expertise includes: drafting and negotiation of development agreements, development management agreements and project delivery agreements for a variety of projects; acquisition and disposal of all types of properties; establishment of complex purchasing and ownership structures including associated trust deeds, unitholders’ and shareholders’ agreements and joint venture agreements; strata and community title development and sales; commercial, industrial and retail leasing; due diligence; negotiation of hotel management agreements; liquor licensing applications and transfers; foreign investment advice and applications; property trusts; and Managed Investments advice.

Martyn TierPartner


Corporate Overview

Property• •

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Bachelor of Economics/Bachelor of Laws (Hons), Australian National University Master of Laws, University of SydneyProperty Council of Australia - former Committee Member, New South Wales Residential CommitteeProperty Exchange Australia (PEXA) MemberLaw Society of New South Wales Law Society of Queensland


TressCox Lawyers


TressCox Lawyers is a highly regarded Australian law firm that is committed to providing high quality commercial legal services. Our valued and diverse clients range from mid-sized publicly listed companies, foreign owned subsidiaries, government departments and authorities to large associations and privately owned businesses.

TressCox was established in 1897 and today supports offices in 4 Australian cities (Sydney, Melbourne, Brisbane and Canberra) with 35 partners, 92 other legal team members and 99 support team members. We also have alliances with independent member firms of ALFA International, a global legal network. This allows us to respond to your immediate needs, anywhere around the world and at any time.

Maintaining a successful client relationship is paramount; we ensure that all our clients receive the help they require in a timely and cost-effective manner. Our team’s unique combination of legal knowledge, skills, commercial awareness, industry insight and pragmatic approach enables us to add significant value to our legal services.

44

Product Research

Level 790 Collins StreetMelbourne Vic 3000

P.O. Box 46Collins Street WestMelbourne VIC 8007

Kevin joined Lonsec in 2003 and has overall responsibility for research into unlisted direct assets, including direct property syndicates and direct infrastructure funds. He has also overseen research into global property and infrastructure securities funds.

Prior to Lonsec, he was an Research Analyst and Investment Advisor with E.L.&C. Baillieu Stockbroking; Research Manager with G.K. Goh Stockbrokers in Kuala Lumpur; and a Research Analyst with McIntosh Securities; Jardine Fleming Australia Securities. Earlier Kevin spent six years at AMP as an Equity Analyst and Assistant Fund Manager. He started his career in investment at JB Were & Son.

Kevin ProsserResearch Manager Direct Assets and Property Securities


Lonsec Research Pty Ltd (Lonsec), and its predecessors Lonsec and Lonsdale Securities, has been a provider of investment research to the Australian financial intermediary market since 1993. On 1 July 2011, Lonsec became a fully owned subsidiary of Lonsec Fiscal Holdings Pty Ltd (formerly Financial Research Holdings Pty Ltd), a privately owned entity with a multi-brand strategy of providing leading financial services research and investment execution.

In addition to managed funds research, Lonsec offers extensive research on structured products, ETFs, property and infrastructure investments, as well as direct equities research. We have organically built Lonsec to more than 35 investment professionals, while at the same time maintaining a strong ‘small company’ culture. Lonsec has always been adviser focused, which has helped us to deliver a research product that continues to be relevant to the financial services industry.

Corporate Overview

Investment AnalysisListed and Unlisted InvestmentsPropertyInfrastructure

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Securities Institute of Australia - Diploma (A.S.I.A.)Securities & Derivatives Association (SDIAM)Bachelor of Economics; Diploma in Education (LaTrobe University)Guest Lecturer Post Graduate Property Course - University of Melbourne


Lonsec

Corporate Address Key ContactProduct Research

46

Level 790 Collins StreetMelbourne Vic 3000

P.O. Box 46Collins Street WestMelbourne VIC 8007

Ben joined Lonsec in April 2016 as a Graduate Investment Analyst across the direct assets and specialised research teams.

In this role, Ben assists with the research of structured and exchange traded products and is involved with the research of unlisted direct assets, including direct property syndicates. More recently, Ben has worked across the annual reviews of small-cap equity, A-REIT, and G-REIT fund managers.

Prior to Lonsec, Ben worked at Equity Trustees in the operations department of the Corporate Trustee Services team.

Ben O’SheaAssociate Investment Analyst

Phone: +61 (3) 9623 6350Fax: +61 (3) 8686 6420Mob: +61 433 834 112Email: [email protected]

Lonsec Research Pty Ltd (Lonsec), and its predecessors Lonsec and Lonsdale Securities, has been a provider of investment research to the Australian financial intermediary market since 1993. On 1 July 2011, Lonsec became a fully owned subsidiary of Lonsec Fiscal Holdings Pty Ltd (formerly Financial Research Holdings Pty Ltd), a privately owned entity with a multi-brand strategy of providing leading financial services research and investment execution.

In addition to managed funds research, Lonsec offers extensive research on structured products, ETFs, property and infrastructure investments, as well as direct equities research. We have organically built Lonsec to more than 35 investment professionals, while at the same time maintaining a strong ‘small company’ culture. Lonsec has always been adviser focused, which has helped us to deliver a research product that continues to be relevant to the financial services industry.

Corporate Overview

Investment AnalysisUnlisted InvestmentsStructured Products

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• Bachelor of Commerce – The University of Melbourne


Lonsec

Corporate Address Key ContactProduct Research

47

Property Systems

Suite 1, Level 23207 Kent StreetSydney NSW 2000

www.yardi.com.au

Terry GowanRegional DirectorAustralia & New Zealand


Terry began his career working on large scale network integration projects, and later turned his formal MIS training toward large scale ERP software implementations. He has worked in all facets of software implementation projects including pre-sales, solution architecture, consulting, business analysis, project management, system support and general management.

Terry has over twenty years of experience, sixteen of which have been focused on the construction, property development and commercial real estate industries.

Terry was the original founder of Circle Software in Asia Pacific in 2003 which was later acquired by ARGUSSoftware in 2006. He then founded an independent Property IT consulting business in Australia before joining Yardi® in 2010.

Since that time, he has led complex projects across the region, co-ordinating with teams across the globe to support his clients drive innovation and business growth.

With close to forty years in business, Yardi® is committed to the design, development and support of software for real estate investment management and property management. With the Yardi Commercial Suite™, Yardi Residential Suite™, Yardi Investment Suite™ and Yardi Orion® Business Intelligence, the Yardi Voyager® platform is a complete real estate management solution. It includes operations, accounting and services with portfolio-wide business intelligence and platform-wide mobility. Yardi serves clients worldwide from offices in Australia, Asia, Middle East, Europe and North America. For more information, visit www.yardi.com.au

Corporate Overview

SalesProject ManagementBusiness AnalysisSystem Suppport

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Member - Property Funds AssociationMember - Property Council of AustraliaBachelor of Commerce


Yardi Systems Pty Ltd

Corporate Address Key ContactProperty Systems

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Suite 1, Level 23207 Kent StreetSydney NSW 2000

www.yardi.com.au

Kelvin commenced his commercial career as a Portfolio Accountant. Working first in Jones Lang LaSalle and then Knight Frank, his focus was on clients with properties, preparing their financial reports, reviewing accounts, managing reconciliations, and keeping their financial health on track.

With a strong focus on helping his clients’ portfolios innovate and grow, Kelvin’s responsibilities and career grew - taking on a consultative role for matters including: transition planning, system enhancements, systems development, and more.

Kelvin’s background supporting large-scale clients with their financial and commercial operations, enables him to look at the details of each business whilst taking a big picture approach to problem solving. At Yardi®, Kelvin leads the Regional Solutions team in Victoria, Tasmania, South Australia and New Zealand.

Kelvin ManuelRegional Solutions ManagerAustralia & New Zealand

Mobile: + 61 413 854 214Email: [email protected]

With close to forty years in business,a Yardi® is committed to the design, development and support of software for real estate investment management and property management. With the Yardi Commercial Suite™, Yardi Residential Suite™, Yardi Investment Suite™ and Yardi Orion® Business Intelligence, the Yardi Voyager® platform is a complete real estate management solution. It includes operations, accounting and services with portfolio-wide business intelligence and platform-wide mobility. Yardi serves clients worldwide from offices in Australia, Asia, Middle East, Europe and North America. For more information, visit www.yardi.com.au

Corporate Overview

Project ManagementTeam LeadershipBusiness AnalysisProperty AccountingSales

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CPA AustraliaMember - Property Council of AustraliaBBus, Swinburne UniversityAdvanced Diploma of Business and Marketing, Swinburne UniversityAdvanced Diploma Business Law, RMIT Melbourne


Yardi Systems Pty Ltd

Corporate Address Key ContactProperty Systems

50

Property Valuations, Consultancy & Advisory

Level 8356 Collins StreetMelbourne VIC 3000

www.htw.com.au

Dave began his professional career in the architectural and construction industry before moving into property valuation, property finance and risk at Jones Lang LaSalle in 1989, after being awarded the Gold Medal from the API as top student in the property course. During Dave’s time at JLL he valued assets in all major property classes.

In 1997 Dave was appointed to NAB in the role of Property Finance and Corporate Real Estate Manager SA/NT/WA. Dave was subsequently appointed National Head of Property Risk at NAB. After 10 years at NAB, Dave moved to Colliers International as National Director of Consultancy and Advisory. CBA appointed Dave as Head of Property Risk in 2010 to establish a national specialist property risk team, including Credit Decisioning and Valuation Panel Management.

In July 2012 Dave accepted the role of Managing Director of HTW in Melbourne with a focus on the continued expansion of the commercial valuation, consultancy and advisory division.

David JessupExecutive Director

Phone: +61 (3) 9607 6743Fax: +61 (3) 9642 4422Email: [email protected]

Herron Todd White is a 100% Australian owned national independent property valuation and advisory organisation. We have over 65 offices in capital cities and regional areas and employ over 800 staff. We provide professional services for all classes of property including commercial, industrial, retail, residential and rural. Over the past 40 years, Herron Todd White has become the largest independent valuation practice in Australia.

Herron Todd White Melbourne has continued to expand over the last 5 years and now employs over 100 people from 4 offices across the city and metropolitan area of Melbourne.

We value across all property sectors including industrial, retail, commercial, residential development, medical centres, child care etc. We are represented on all major bank panels.

Corporate Overview

Consultancy and Advisory Property Due DiligenceFeasibility AnalysisAsset Options Analysis H&B Use AnalysisDistressed Asset AdvisoryRisk Analysis Cashflow AnalyticsPhysical DiagnosticsTenant Advisory and Occupier SolutionsThird Party Valuation ReviewsLoan File Interrogation

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Fellow of Australian Property InstituteFellow of Royal Institution of Chartered SurveyorsFellow of Financial Services Institute of AustraliaCertified Practising Valuer Bachelor of Applied Science (Property) - University of South AustraliaGraduate Diploma in Applied Finance & Investment - Securities Institute of AustraliaGraduate of ‘Leaders of Leaders’ program - Sydney Graduate School of Management


Herron Todd White

Corporate Address Key ContactProperty Valuations, Consultancy & Advisory

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Level 8 356 Collins StreetMelbourne VIC 3000

www.htw.com.au

Jason joined the valuation team at Herron Todd White (Melbourne) in March 2011 as a Commercial Directorspecialising in the valuation of major commercial office properties within the CBD, St Kilda Road and suburbanoffice markets.

Jason has been qualified since 1996 and was previously head of Melbourne CBD Office Valuations at ColliersInternational specialising in major investment properties acting for financiers, private investors and institutional property trusts.

During his career, Jason has undertaken a range of valuation and property consultancy assignments for both the private and public sector. This experience encompasses due diligence/acquisition valuations, property trust valuations, balance sheet and financial reporting valuations, mortgage security valuations, feasibility studies and rental consultancy.

Jason also possesses an accounting qualification and spent over four years in London from 1997 to 2001 working within the Banking & Finance Industry as a management accountant. His employers included high profile Investment Banks and Consultancies such as Dresdner Kleinwort Wasserstein, Schroders Salomon Smith Barney and Accenture Management Consultants.

Jason StevensDirector


Herron Todd White is a 100% Australian owned national independent property valuation and advisory organisation. We have over 65 offices in capital cities and regional areas and employ over 800 staff. We provide professional services for all classes of property including commercial, industrial, retail, residential and rural. Over the past 40 years, Herron Todd White has become the largest independent valuation practice in Australia.

Herron Todd White Melbourne has continued to expand over the last 5 years and now employs over 100 people from 4 offices across the city and metropolitan area of Melbourne.

We value across all property sectors including industrial, retail, commercial, residential development, medical centres, child care etc. We are represented on all major bank panels.

Corporate Overview

Due Diligence/AcquisitionValuationsProperty Trust ValuationsFinancial Reporting ValuationsMortgage Security ValuationsFeasibility StudiesRental Assessments/Determination

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Associate Member of the Australian Property InstituteMember of Royal Institute of Chartered SurveyorsCertified Practising ValuerBachelor of Commerce (Accounting) - Curtin University WAJason is a Panel Valuer for all major financial institutions


Herron Todd White


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www.prpsydney.com.au

Greg Preston has extensive experience within the property industry. Greg’s comprehensive knowledge has enabled him to work across all real estate classes for investment property advisory services. This has included valuation advisory work for complex freehold and leasehold commercial, retail, industrial, hotel and special purpose property. Greg has also been actively engaged in major transactions comprising head lease restructures for airport and shipping port transactions as well as other infrastructure assignments.

Greg, who is Chairman of Preston Rowe Paterson, established the company in Sydney during 1988 and has been instrumental in the growth of the business. Greg regularly acts for listed and unlisted REITs, superannuation funds, corporate, government and private clients providing services such as investment and development valuation, asset valuation for financial reporting, advisory, acquisition due diligence and capital markets advisory.

Greg is on the executive board of the Property Funds Association of Australia and has previously been the NSW State President and National President and Chairman of the Australian Property Institute (API) Limited.

Greg PrestonManaging DirectorInvestment Valuation and Capital Markets Advisory


Established in Sydney in 1988, Preston Rowe Paterson is an elite supplier of investment, development and property valuation as well as property, asset and facilities management services. Preston Rowe Paterson has 25 offices throughout metropolitan and regional Australia, 5 offices in New Zealand and has formed relationship agreements with China via China Appraisal Association, Japan via Daiwa Realty Appraisal and Thailand via CPM Capital and Co.

Preston Rowe Paterson provides specialised services in valuation, property, asset and facilities management, transaction management, leasing, consulting and property market & economic research. These services are offered across all forms of real estate, infrastructure as well as plant and machinery equipment.

The Property, Asset and Facilities Management Division of Preston Rowe Paterson has adopted the Yardi Voyager web-based platform to further enhance our property, asset and facilities management delivery.

Preston Rowe Paterson acts for an array of clients including institutional investors, investment advisors, listed & private companies and corporations, superannuation funds, property syndication managers, real estate investment trusts, sovereign wealth funds and trustee and custodial companies.

Corporate Overview

Investment Valuation and AdvisoryProperty Investment Capital Markets AdvisoryAcquisition Strategy, Negotiation and Due DiligenceComplex Cash Flow Based Investment andDevelopment ModellingExpert Witness Assignments

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Bachelor of Commerce Master of Applied Finance Associate Diploma of Valuation Life Fellow, Australian Property InstituteFellow, Royal Institute of Chartered SurveyorsCertified Practising ValuerSpecialist Retail Valuer NSWMember Australian Institute of Company Directors


Preston Rowe Paterson


54


www.prpsydney.com.au

As a Director of Preston Rowe Paterson NSW Pty Limited, Greg Rowe has significant experience in the property industry covering investement agency, valuation, property, asset and facilities management for all classes of real estate: commercial, retail, industrial, hotel and special purpose property.

Greg is actively involved in the firm’s investment property valuation division and has worked across a plethora of high profile investment property and development projects. Greg also manages our Property, Asset and Facilities Management Division and has managed to grow the Preston Rowe Paterson business service offering. Preston Rowe Paterson looks after a number of property portfolios specialising in property and facilities management and advisory. Preston Rowe Paterson also looks after all leasing and sale transaction advisory services for clients.

Greg provides specialised services to a broad range of clients and regularly acts and provides advisory to property funds, government agencies, large corporations, small enterprises and private individuals.

Greg RoweManaging DirectorProperty, Asset and Facilities Management


Established in Sydney in 1988, Preston Rowe Paterson is an elite supplier of investment, development and property valuation as well as property, asset and facilities management services. Preston Rowe Paterson has 25 offices throughout metropolitan and regional Australia, 5 offices in New Zealand and has formed relationship agreements with China via China Appraisal Association, Japan via Daiwa Realty Appraisal and Thailand via CPM Capital and Co.

Preston Rowe Paterson provides specialised services in valuation, property, asset and facilities management, transaction management, leasing, consulting and property market & economic research. These services are offered across all forms of real estate, infrastructure as well as plant and machinery equipment.

The Property, Asset and Facilities Management Division of Preston Rowe Paterson has adopted the Yardi Voyager web-based platform to further enhance our property, asset and facilities management delivery.

Preston Rowe Paterson acts for an array of clients including institutional investors, investment advisors, listed & private companies and corporations, superannuation funds, property syndication managers, real estate investment trusts, sovereign wealth funds and trustee and custodial companies.

Corporate Overview

Investment Valuation and Corporate Real Estate AdvisoryAsset, Plant, Machinery & Equipment Valuations Asset Management and AdvisoryStrategic ConsultancyFinancial Management and Strategic Direction

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Bachelor or Business (Land Economy)Fellow, Australian Property InstituteCertified Practising ValuerCertified Practising Valuer (Plant & Machinery)


Preston Rowe Paterson


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Level 25Governor Phillip Tower1 Farrer PlaceSydney NSW 2000

www.savills.com.au

In early 2016, Paul Craig was appointed CEO of Savills Australia & New Zealand and is responsible for overseeing Savills’ multi-disciplinary capability, from strategic advice and transacting deals to managing assets and projects, across all commercial and residential sectors.

For the previous 15 years, Paul was Managing Director of the Savills WA and International Investments businesses, and he is currently a member of the Australian Board. Paul has also been head of Savills’ national transactions team and the Australian representative on the company’s regional and global investment teams. With more than 20 years’ experience in the property industry, Paul’s successful track record spans commercial, industrial, and retail transactions. With an emphasis on overseas, institutional, private equity and equity funds for inflows both into and out of Australia, Paul has been directly involved in the sale of in excess of $4 billion worth of property since 2006.

Paul’s extensive capital markets capability, both domestically and internationally, brings renewed energy and vigour to the CEO role for Australia and New Zealand.

Employing more than 1,100 staff, Paul is dedicated in his approach to ensuring Savills’ operations, services and standards reflect the global values and integrity of our 160 year old business.

Paul CraigCEO


Licensed Real Estate Agent (REBA)Diploma of Property and Diploma of Accounting Member of Australia Institute of Company DirectorsMember of the Property Council of Australia WA Commercial Agents Chapter

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Savills


Savills is a leading global real estate service provider. We advise corporate, institutional and private clients seeking to acquire, lease, develop or realise the value of prime residential and commercial property in the world’s key locations.

At Savills, we have a culture that values diversity and inclusion in the way we work, and how we do business. We employ the best - talented people with excellent market knowledge and extensive experience. Our people stay with us, work together and know how to get results for our clients.

Globally, Savills has more than 700 owned and associate offices and employs 30,000 staff. Trusted since 1855, we have extensive experience across the Asia Pacific, with over 50 offices and 20,000 staff focused on meeting our clients’ property needs.

Corporate Overview

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Property Funds Association of Australia Inc No. A38006K | ABN 18 249 875 477

Level 17, 500 Collins Street, Melbourne VIC 3000

Telephone: (03) 9614 0600tEmail: [email protected]: www.propertyfunds.org.au

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