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EQUITY TRUSTEES
People & Products
Equity Trustees has been selected to provide both custodian and trustee services to clean energy investor Octopus Australia....
Funds management
Funds growth has seen Equity Trustees report a 29% growth in net profit to $12.7 million during the six months to 31 December, 2021....
People & Products
Equity Trustees has expanded its asset management team with the appointment of Dilan Ashton as responsible investing lead....
Features
While financial advisers help clients with their estate plans, they would do well not to forget their own especially if they own their advice practice, Jassmyn Goh finds....
People & Products
Equity Trustees has announced the appointments of Kate Schell and Amanda Sartor as the new additions to its trustee and wealth services team. ...
Funds management
Equity Trustees has been appointed as the responsible entity of the new fund from an asset manager owned by the Princely House of Liechtenstein....
Funds management
Equity Trustees will be the responsible entity for the EFM Global Financial Services and Technology Trust....
Funds management
Challenger has announced that it has appointed Equity Trustees as note trustee for its Capital Notes 3, a perpetual convertible security which has raised $385 million. ...
Funds management
The HomeCo Daily Needs REIT, which seeks to raise up to $300 million in funding, has announced that Equity Trustees has been appointed as custodian of one of its latest r...
Funds management
Equity Trustees has reported a 19% growth in funds under management, administration and supervision however net profit before tax was down to $30.3 million in FY20 from $...
Superannuation
Seven super funds have been classifying new members as ‘smokers’ by default and over 5,000 members will receive $3.6 million in compensation....
Superannuation
Equity Trustees Superannuation has been appointed as superannuation trustee for AMP Life’s superannuation funds and will replace current trustees. ...
Funds management
State Street will take on custodial and investment administration services for Equity Trustees....
Funds management
The fund is being investigated by the Australian Securities and Investments Commission for an undisclosed issue, according to its responsible entity, Equity Trustees....
People & Products
Equity Trustees has announced it has entered into agreements with Colonial Mutual Life Assurance Society, in a move which will see its total funds under supervision incre...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...