EQUITY TRUSTEES

Superannuation

Equity Trustees (EQT) has been appointed as trustee and custodian of The Executive Superannuation Fund. ...

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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...

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Financial planning

EQT announces that it has 14 funds now available on the ASX’s mFund settlement service. ...

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Financial planning

EQT’s acquisition of ANZ Trustees sees it create senior Risk and Compliance role....

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Funds management

Equity Trustees purchase of the trustee division of ANZ Bank to be funded by equity raising....

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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. ...

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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....

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Financial planning

Discussions about the often frightening prospect of aged care should receive as much weight from advisers as retirement planning. ...

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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....

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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 ...

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Financial planning

Equity Trustees head Robin Burns claims planners need expert help to meet increasingly complex problems....

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Financial planning

Trust to trade on ASX for last time tomorrow as take-over deal moves ahead...

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Funds management

Financial advisers will need to untangle the complexities of the new aged care reforms so that their clients do not miss out on income, a fund management firm believes. ...

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Financial planning

Trust and Equity Trustees spar over revised offer. ...

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Financial planning

Equity Trustees lifts offer for Trust ahead of end of month meeting....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago