EQUITY TRUSTEES

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....

Financial planning

South Australia’s Exelsuper expands advisory team....

Financial planning

EQT and Dundas have added their EQT Dundas Global Equity Fund to the ASX-backed mFund settlement service....

People & Products

Equity Trustees chief investment officer George Boubouras will leave the business following an internal strategic review of the group's operations asset management functi...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago