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EQUITY TRUSTEES
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...
Financial planning
The full acquisition of ANZ Trustees by Equity Trustees has been completed with the two groups now set to begin a five year referral and product development agreement....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...