EQUITY TRUSTEES

People & Products

Equity Trustees has become the responsible entity for Pentalpha’s Income for Life product, whose key objectives include capital preservation and capital growth....

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Funds management

Equity Trustees has been appointed as the responsible entity for Sanlam Private Wealth Australia....

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Features

Home is where the heart is for many older Australians. Stephen Hardy weighs up their desire to keep the family home with the challenge of funding decades in retirement....

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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....

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Funds management

Equity Trustees has appointed Alan O’Brien to work in its corporate trustee services team. ...

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Funds management

AMIT legislation welcomed but Equity Trustees is calling on the Government to do more. ...

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People & Products

Equity Trustees managing director, Robin Burns has retired with former Investco CEO, Michael O’Brien stepping up to role....

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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 ...

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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...

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Financial planning

Updating a will could save loved ones thousands of dollars and significant distress, according to Equity Trustees....

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People & Products

Equity Trustees Corporate Trustee Services restructures management team in pursuit of more focused strategy....

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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...

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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....

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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....

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People & Products

Equity Trustees’ longest-serving director, deputy chairman, David Groves, announces his retirement....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day 17 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 18 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago