EQUITY TRUSTEES
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....
Superannuation
Equity Trustees (EQT) has been appointed as trustee and custodian of The Executive Superannuation Fund. ...
Financial planning
Equity Trustees has been granted ministerial approval for its purchase of ANZ Trustees which makes the sale and purchase agreement between the two groups as unconditional...
Financial planning
EQT announces that it has 14 funds now available on the ASX’s mFund settlement service. ...
Financial planning
EQT’s acquisition of ANZ Trustees sees it create senior Risk and Compliance role....
Funds management
Equity Trustees purchase of the trustee division of ANZ Bank to be funded by equity raising....
Financial planning
As the June 30 deadline for the aged care reform package quickly approaches, Anna Lawton looks at how the changes will affect planners and their clients. ...
Editorial
Equity Trustees has posted double-digit revenue and net profit growth for the second half of last year despite an unsuccessful merger attempt with The Trust Company....
Financial planning
Discussions about the often frightening prospect of aged care should receive as much weight from advisers as retirement planning. ...
Financial planning
More Australians need to have a financial enduring power of attorney in case they physically and mentally decline and are unable to make decisions....
Editorial
In a bidding war that has lasted much of the year, The Trust Company board recently advised its shareholders to reject the latest takeover proposal by Equity Trustees in ...
Financial planning
Equity Trustees head Robin Burns claims planners need expert help to meet increasingly complex problems....
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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...