Graeme Lowry-Jones Email & Phone Number

Sydney, Nsw, Au

Sydney, Australia

Matrix Property Group is a boutique 1st tier commercial real estate agency specialising in development sites and project marketing sales. We are able to initiate and conclude open and off market transactions, and have done so for clients including Meriton, Stockland, AV Jennings, Westpac and Urban Growth. We are registered under the Department of Finance, Services & Innovation Real Estate Sales Agent Prequalification Scheme and have $10 million professional indemnity insurance in place . We have also acted for many smaller builders and developers, both as purchaser and vendor. I am principally responsible for developing our business profile with financial institutions and professional service providers.

Sydney, Australia

FARE is the Australian owners' representative of the commercial property interests (approx. A$350M) of a European investment fund; properties are located in Sydney and Melbourne and include an innovative "co-working" building. I was initially engaged as Financial Controller to oversee the accounting and finance functions of FARE, but in May 2017 was appointed Managing Director of FCS which was mandated to secure additional external accounting and corporate services clients.Key achievements included accelerating quarterly internal management reporting and external statutory reporting by 14 and 60 days respectively and the liquidation of redundant entities and payment of dividends and return of capital over A$18M to overseas shareholders

Sydney, Australia

Quattro Asset Management Pty Limited is the Responsible Entity and Investment Manager of the ASX listed Real Estate Capital Partners USA Property Trust (ASX: RCU) and 6 additional managed investment schemes. Complex equity accounting for progressive acquisition (and subsequent disposal) of US$52 million investment in USA based property group including accounting and taxation advice to Directors of Responsible Entity. Secured re-financing of US$60M and conduct A$40M entitlements offer and A$58M return of capital in conjunction with Executive Director – Fund Management. Restructured listed and unlisted trusts including winding-up, restructure finance and return of capital.

Sydney, Australia

An ASX listed (ASX: PAY) medium size property developer and investor, with ancillary operations in telecommunications and the childcare sector and has net assets of $100M.Restructured transactions to deliver savings of $1.5M in income tax, GST and stamp duty.Successfully initiated and managed 18 cases in Land and Environment Court to recover $1.3M of council rates previously paid. Proposed and obtained approval from Board of Directors and Audit Committee for accounting of significant complex transactions including acquisitions, divestments, inception of joint ventures (injection of $130M assets and $65M liabilities into multi-national joint ventures) and capital returns of $17.5M.Re-engineered management reporting systems into significant business segments and initiate timely and accurate monthly management reporting to Board and statutory financial reporting to relevant stakeholders.Implemented corporate rationalisation involving liquidation of over 30 companies (including overseas entities), redundancy program (60 staff) and recruitment of new personnel.Renegotiated insurance requirements achieving 45% reduction in premiums.

Sydney, Australia

A funds management group managing 5 managed investment schemes undertaking residential developments. Total funds under management were $165M with project end values of $300M. The Group also provides development, construction and marketing services to each of the projects.Negotiated a GST margin scheme objection with ATO to save over $1.2M.Renegotiated, increased and extended development debt finance facilities of over $50M for development projects.Initiated regular quarterly reporting to external investors (including overseas based) and joint venture partners Designed and developed a project feasibility model which was applied to projects up to $100M

Sydney, Australia

Professional property services company providing advice to the retirement living and construction sectors.Restructured Income Tax Ruling ITR 94/24 partnerships, developed and implemented a strategy to transfer assets of retirement village partnerships to unlisted unit trusts, including negotiations with ASIC, the appointment of a responsible entity and obtained commitments from sponsoring brokers.Coordinated and managed the GST audit for Multiplex Constructions Pty Limited, including liaison with external professional taxation advisers and ATO.Numerous feasibility and sensitivity studies for major retirement village operator (including multi-stage masterplans) incorporating deferred management fees (DMF), administration and exit fees.Developed forecasting models for retirement living industry in conjunction with Australian Bureau of Statistics.Debt financing and re-financing for major tourism assets, retirement villages and child-care centres.

Sydney, Australia

A wholly owned subsidiary of Multiplex Constructions Pty Limited and the responsible entity of Multiplex Development Trust and Multiplex Development Trust II. Established entire accounting function for new funds management division including establishing accounting teams, designing and implementing monthly reporting templates.Initiated reporting relationships with the external custodian and financial institutions.Developed systems and coordinated quarterly EFT income distributions to 600 unit holders.Raised $110M of external equity for investment in Multiplex development projects via 18 subsidiary project development trusts in conjunction with Funds Manager.

Sydney, Australia

The parent company for the Multiplex Group development activities with over 120 entities (including partnerships and joint ventures) involved in the development of commercial, retail and residential property (end value of projects exceeded $2.5B). Established entire accounting function for new property development division including establishing accounting teams, designing and implementing monthly reporting templates.Managed relationships between joint venture partners and development management, and arranged joint venture finance for 18 development projects with end values over $2.5B.Identified research and development expenditure resulting in income tax savings in excess of approximately $2.5M per annum.Prepared group turnover, profit and cashflow budgets and forecasts and monthly management reports for presentation to State Board of Directors.Prepared statutory financial statements for all entities within group. Prepared group income tax and GST returns, including submissions to ATO regarding offset of GST liabilities and input tax credits of non-grouped entities.Managed financial relationships with partner entities (eg.Australand Holdings Limited), including cashflow and taxation projections.

Sydney, Australia

Australia’s largest developer of strata title residential property with an annual turnover in excess of $750 million, net assets of $1.5 billion and 2,500 employees. Reported directly to the Managing Director and sole owner, Mr H Triguboff AO with responsibility for the maintenance and enhancement of key external relationships.Implemented GST function from inception for a business with annual turnover in excess of $750M.Instigated pre capital gains tax share buy-back to return $200M tax free to sole shareholder, and managed High Wealth Tax Audit conducted by ATO.Prepared group cashflow and taxation budgets, weekly management reports and statutory financial statement.Managed liquid investment portfolio (equities, bonds and foreign currency) of $550M.

Sydney, Australia

The private investment and development group of the Late John Saunders, AO owns and manages commercial and retail property within Australia, USA and New Zealand valued in excess of $1.2B. John Saunders, AO was the joint founder of the Westfield Holdings Limited Group.Managed $200M debt portfolio (including derivative products) and short term treasury management of $25M cash.Re-engineered treasury operations and established in-house finance company to save over $150K per annum of financial institutions duty.Contested Land Tax assessments and successfully represented the group in N.S.W. Land & Environment Court resulting in savings of $100K per annum. Prepared company, trust, partnership and individual income tax, group GST, group tax, fringe benefits tax and payroll tax returns, including High Wealth Tax Returns.Coordinated individual development project managers (broadacre and medium density residential) to ensure accurate budgets and cost-to-complete forecasts were regularly maintained.

Sydney, Australia

Provided financial and accounting functions for the Sydney, Canberra & Perth offices, whilst also providing the National Director of Finance with strong group accounting and finance support.Prepared divisional, local office and consolidated budgets, monthly management reports and distribution statements (partnership distributions made within 48 hours of month end).Reduced working capital from 120 to 60 days releasing $10M.

Sydney, Australia And San Francisco, Usa

Managed multiple audit engagements requiring liaison with interstate and international offices (seconded to San Francisco, USA office prior to appointment as Audit Manager).Managed special projects, including corporate re-structuring, employee share acquisition plans, pre-purchase due diligence reviews, acquisitions and insolvency investigations.Provided advice on complex accounting issues and disclosure requirements, including numerous re-structuring projects of Stockland Trust Group including creation of first stapled security listed on ASX.Developed and presented training programs for the firm, clients and Institute of Chartered Accountants.