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EQUITY TRUSTEES
Funds management
The number of new listings on the Australian Securities Exchange is another sign of the growing popularity of this structure, according to Equity Trustees....
Superannuation
The holding company for Equity Trustees has lifted net profit to $19.7 million for the year to 30 June 2018, driven by investment in new technology, organic growth and co...
People & Products
Equity Trustees has signed an agreement with OneVue to acquire its responsible entity with around $2.3 billion of funds under supervision....
Tech
Equity Trustees has announced a partnership with fintech solution pControl Oversight to boost its funds government capability....
People & Products
Equity Trustees has recruited NAB’s Jodi Kennedy as its new general manager, charitable trusts and philanthropy....
People & Products
Equity Trustees has become the ‘operator’ of Sydney-based fintech start-up, uXchange, which is part of WealthO2's suite of adviser tech solutions....
People & Products
Equity Trustees has become the responsible entity for Pentalpha’s Income for Life product, whose key objectives include capital preservation and capital growth....
Funds management
Equity Trustees has been appointed as the responsible entity for Sanlam Private Wealth Australia....
Features
Home is where the heart is for many older Australians. Stephen Hardy weighs up their desire to keep the family home with the challenge of funding decades in retirement....
Tools & guides
Effective financial and estate plans will allow investors to enjoy their retirement years without innate fears about cognitive decline, Mick O’Brien writes....
Funds management
Equity Trustees has appointed Alan O’Brien to work in its corporate trustee services team. ...
Funds management
AMIT legislation welcomed but Equity Trustees is calling on the Government to do more. ...
People & Products
Equity Trustees managing director, Robin Burns has retired with former Investco CEO, Michael O’Brien stepping up to role....
Tools & guides
It is vital for self-managed super funds to consider their estate planning requirements and understand they may have to take additional steps when compared with those in ...
Funds management
Equity Trustees' head of asset management, Dr Paul Kasian has resigned, with the firm's head of cash and fixed income, Lance Pupelis, taking on the role on an interim bas...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....