EQUITY TRUSTEES

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....

image
Funds management

Equity Trustees has been appointed as the responsible entity for Sanlam Private Wealth Australia....

image
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....

image
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....

image
Funds management

Equity Trustees has appointed Alan O’Brien to work in its corporate trustee services team. ...

image
Funds management

AMIT legislation welcomed but Equity Trustees is calling on the Government to do more. ...

image
People & Products

Equity Trustees managing director, Robin Burns has retired with former Investco CEO, Michael O’Brien stepping up to role....

image
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 ...

image
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...

image
Financial planning

Updating a will could save loved ones thousands of dollars and significant distress, according to Equity Trustees....

image
People & Products

Equity Trustees Corporate Trustee Services restructures management team in pursuit of more focused strategy....

image
Tools & guides

Raising the question of philanthropy when creating or reviewing a financial plan helps advisers build trust with their clients, and assists in the regulator-mandated 'kno...

image
Funds management

EQT points to one-offs amid an operating profit forecast before tax of around $13.7 million to $14.2 million in the six months to December....

image
Funds management

Equity Trustees’ SG Hiscock and Lasalle funds will now be managed by SG Hiscock, but will continue to act as responsible entity and unit registry for all SGH funds....

image
People & Products

Equity Trustees’ longest-serving director, deputy chairman, David Groves, announces his retirement....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

16 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 10 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago