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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