EQUITY TRUSTEES
Financial planning
ASIC wants to expand proceedings against Equity Trustees to seek compensation for members following Macquarie’s agreement to pay $321 million over Shield failings. ...
Financial planning
ASIC has launched civil penalty proceedings in the Federal Court against Equity Trustees for its role in the Shield Master Fund failure....
Financial planning
HUB24 has seen net inflows of $5.3 billion in the fourth quarter of FY25, helped by $1.2 billion from Equity Trustees which concluded its 18-month migration....
Funds management
Equity Trustees has paid three infringement notices issued by ASIC in which the corporate regulator alleged it made misleading statement about investments in a sustainabl...
Funds management
Equity Trustees has partnered with two alternative fund managers as the responsible entity for their latest fund launches. ...
Funds management
Milford Asset Management is set to terminate its Diversified Income Fund due to the “current small investment scale” of the product....
Financial planning
With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility ...
Funds management
Equity Trustees has been selected as the responsible entity for two new funds, one from Coller Capital focused on private equity and a second investing in fixed income fr...
Financial planning
ASIC has said it is exploring whether there are concerns regarding Macquarie and Equity Trustees for hosting platforms where investors rolled over their superannuation in...
Funds management
The greatest number of funds launched lately by independent responsible entity Equity Trustees sat in the global fixed income space, according to its research, as offshor...
Financial planning
HUB24 has reported a 138 per cent rise in quarterly net platform inflows to $5 billion, helped by a large migration from Equity Trustees....
Funds management
Rather than taking a set-and-forget approach to credit investing, this investment specialist sheds light on why it is time for active management in the asset class....
Funds management
Equity Trustees has been appointed by Wilson Asset Management to be the responsible entity for its new Wilson Asset Management Leaders Fund....
People & Products
Harvey Kalman, who spent over 20 years at Equity Trustees, has joined the board of PAC Capital....
People & Products
Equity Trustees has confirmed its intention to exit its UK and Ireland business and will write off $2.1 million associated with the investment....
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Podcast
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