EQUITY TRUSTEES
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....
Funds management
Equity Trustees has appointed Alan O’Brien to work in its corporate trustee services team. ...
Funds management
AMIT legislation welcomed but Equity Trustees is calling on the Government to do more. ...
People & Products
Equity Trustees managing director, Robin Burns has retired with former Investco CEO, Michael O’Brien stepping up to role....
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 ...
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...
Financial planning
Updating a will could save loved ones thousands of dollars and significant distress, according to Equity Trustees....
People & Products
Equity Trustees Corporate Trustee Services restructures management team in pursuit of more focused strategy....
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...
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....
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....
People & Products
Equity Trustees’ longest-serving director, deputy chairman, David Groves, announces his retirement....
Equity Trustees Limited and Como Financial Services have each paid penalties of $20,400 over “potentially misleading” information....
Financial planning
Former Equity Trustees CIO George Boubouras heads to boutique investment manager Contango....
Financial planning
Equity Trustees recruits Jean Dieudonne to its asset management team....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...