Equity Trustees sharpens focus to grow corporate trustee business in Australia and overseas

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Australia’s leading trustee company, Equity Trustees, has sharpened its focus on growing the corporate trustee/responsible entity business, realigning two of its key leaders with the target markets of Australia and Europe. Industry veteran Russell Beasley, who joined Equity Trustees in 2005 and took over leadership of the Australian Fund Services business in May 2019, has been

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27 Aug 2020

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Equity Trustees appointed super trustee for HUB24

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EQT Holdings Ltd (ASX: EQT) (Equity Trustees) has announced its appointment as the trustee for the HUB24 Super Fund, part of HUB24’s investment and superannuation platform. As part of one of the fastest growing platforms in the market the HUB24 Super fund has $7.9 billion in funds under administration (FUA).¹ Equity Trustees’ Managing Director Mick

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31 Jul 2020

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Equity Trustees superannuation team expands to meet demand

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Australia’s leading trustee company Equity Trustees has further expanded its Superannuation Trustee Office (STO) to meet client demands, announcing six new additions to the team. Joining the STO, is former head of the TAL Trustee Office, Stephen Graham as Head of Transformation, and former head of superannuation business development at Colonial First State, Scott Waller

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15 Jul 2020

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George Zielinski appointed to Equity Trustees super boards

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Australia’s leading trustee company Equity Trustees has announced the appointment of George Zielinski as an independent director to the Group’s two superannuation Boards, being Equity Trustees Superannuation Limited (ETSL) and HTFS Nominees Pty Ltd’s (HTFS). Following last week’s announcement of ETSL’s appointment as superannuation trustee for AMP Life superannuation funds, Equity Trustees is fast becoming recognised

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08 Jul 2020

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Equity Trustees appointed as superannuation trustee for AMP Life customers

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EQT Holdings Ltd (ASX: EQT) has announced the appointment of Equity Trustees Superannuation Limited as superannuation trustee for AMP Life Limited’s  (AMP Life) superannuation funds replacing current trustees N M Superannuation Proprietary Limited and AMP Superannuation Limited. AMP Life has more than $7 billion invested in these superannuation funds held by more than 340,000 Australians and

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02 Jul 2020

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Australian Volunteer Support Trust meets to direct support to families of lost volunteer firefighters

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The Advisory Panel for the Australian Volunteer Support Trust (AVST) established in the wake of the summer bushfires to support the families of volunteers who die in the course of their duties will meet for the first time this Wednesday 1 July to ensure arrangements are in place to support the first beneficiaries of the

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30 Jun 2020

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Power of attorney appointment does not license early access to inheritance

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Understanding your responsibilities if you have a power of attorney appointment for your parents is as much about ethical as well as legal responsibilities, Australia’s leading trustee company, Equity Trustees, has cautioned. Being appointed an attorney under an enduring power of attorney authorises you to make important legal and financial decisions when someone loses capacity

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28 Feb 2020

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Equity Trustees reveals 2019 a record year for giving

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Australia’s leading trustee company, Equity Trustees, has released its Annual Giving Review which revealed that the 2019 financial year was a record-breaking year of giving, distributing $124 million to the community – making Equity Trustees the most significant single trustee source of philanthropic funding in the country for that year. “It was an extraordinary year

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20 Feb 2020

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Equity Trustees establishes Australian charitable trusts to support national disaster recovery

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Australia’s leading trustee company, Equity Trustees, has completed the establishment of two perpetual charitable trusts designed specifically to support people and communities around the country to recover from disaster and emergency events. With the support of the Commonwealth Government, and all Members of both Houses of the Federal Parliament, Equity Trustees had the two Trusts

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12 Feb 2020

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Boost to Equity Trustees Business Development team with two new appointments

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Australia’s leading trustee company, Equity Trustees, has made two new appointments to its Trustee and Wealth Services (TWS) Business Development team. Based in Sydney, Tomas Klein, formerly an executive at NAB, is the new General Manager, Business Development in the TWS Private Client division. He is joined by Xavier Craven in the role of Business

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04 Feb 2020

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