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EQUITY TRUSTEES
Financial planning
Equity Trustees has reported solid results for the half-year to 31 December 2018, with some tempered revenue growth due to weaker than expected equity markets. ...
Funds management
Equity Trustees has announced it has been appointed as responsible entity and trustee of the Federation Alternative Assets Trust....
People & Products
Copia Investment Partners has announced the appointment of Mani Papakonstantinos to the role of distribution manager covering Victoria and Western Australia....
People & Products
EQT Holdings has appointed a new non-executive director, effective 1 December 2018....
People & Products
Following a review, the Australian specialist trustee company has appointed new leaders to its in-house asset management function....
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....
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