EQUITY TRUSTEES

Financial planning

EQT announces that it has 14 funds now available on the ASX’s mFund settlement service. ...

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Financial planning

EQT’s acquisition of ANZ Trustees sees it create senior Risk and Compliance role....

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Funds management

Equity Trustees purchase of the trustee division of ANZ Bank to be funded by equity raising....

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Financial planning

As the June 30 deadline for the aged care reform package quickly approaches, Anna Lawton looks at how the changes will affect planners and their clients. ...

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Editorial

Equity Trustees has posted double-digit revenue and net profit growth for the second half of last year despite an unsuccessful merger attempt with The Trust Company....

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Financial planning

Discussions about the often frightening prospect of aged care should receive as much weight from advisers as retirement planning. ...

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Financial planning

More Australians need to have a financial enduring power of attorney in case they physically and mentally decline and are unable to make decisions....

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Editorial

In a bidding war that has lasted much of the year, The Trust Company board recently advised its shareholders to reject the latest takeover proposal by Equity Trustees in ...

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Financial planning

Equity Trustees head Robin Burns claims planners need expert help to meet increasingly complex problems....

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Financial planning

Trust to trade on ASX for last time tomorrow as take-over deal moves ahead...

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Funds management

Financial advisers will need to untangle the complexities of the new aged care reforms so that their clients do not miss out on income, a fund management firm believes. ...

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Financial planning

Trust and Equity Trustees spar over revised offer. ...

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Financial planning

Equity Trustees lifts offer for Trust ahead of end of month meeting....

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Funds management

The ASX Aqua II Managed Funds Services platform will open new client channels instead of threatening existing ones....

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Editorial

Although many people’s approach philanthropy is to leave a bequest in their will to a favourite charity, Tabitha Lovett argues that giving while living is a much more rew...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 23 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 14 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago