EQUITY TRUSTEES

Equity Trustees Limited and Como Financial Services have each paid penalties of $20,400 over “potentially misleading” information....

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Financial planning

Former Equity Trustees CIO George Boubouras heads to boutique investment manager Contango....

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Financial planning

Equity Trustees recruits Jean Dieudonne to its asset management team....

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Financial planning

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

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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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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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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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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 19 hours ago
JOHN GILLIES

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

1 day 20 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 20 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