Article list

Equity Trustees enters agreements with Colonial Mutual Life Assurance Society

EQT Holdings (ASX: EQT) has announced new agreements with The Colonial Mutual Life Assurance Society Ltd (CMLA), in which EQT subsidiary Equity Trustees Limited will take on the Trustee role for $10.5 billion of assets of CMLA Another subsidiary, Equity Trustees Superannuation Limited (ETSL), will become the Registrable Superannuation Entity (RSE) Licensee for $4.5 billion […]

08 Oct 2019

Equity Trustees appoints new director to Super Board

From Equity Trustees Limited

Australia’s leading trustee company Equity Trustees has announced the appointment of Paul Rogan as an independent director to the Equity Trustees Superannuation Limited Board (ETSL). Equity Trustees’ Managing Director, Mick O’Brien said: “Paul has excellent experience and qualifications – the right mix of capability for a Board which has responsibility for more than $8bn of […]

18 Sep 2019

Latest appointment confirms Equity Trustees’ offshore strategy

From Equity Trustees Limited

Equity Trustees’ London-based Fund Services business has been appointed Authorised Corporate Director (ACD) for the River and Mercantile Funds (ICVC), effective 21 October 2019. Since being established in 2006 River and Mercantile Asset Management has evolved and broadened, with the assets under management of its parent Group now exceeding £40bn (A$88bn). The ACD performs the […]

16 Sep 2019

Equity Trustees delivers increased profit and positions for continuing growth

From Equity Trustees Limited

EQT Holdings Limited (ASX: EQT), the holding company for Equity Trustees, yesterday announced a 12.7% increase in net profit to $22.2 million and growth in basic earnings per share of 11.7% for the year ended 30 June 2019. Revenue increased 4.6% to $92.5 million, while expenses grew by only 2.4%. Funds under management, administration and […]

22 Aug 2019

Four more appointments in Superannuation Trustee Office

From Equity Trustees Limited

Australia’s leading specialist trustee company Equity Trustees has boosted the Superannuation Trustee Office with four further appointments to ensure it meets the growing demand from a superannuation industry with increasingly sophisticated expectations of the role of trustee in safeguarding member interests. “The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry which […]

06 Aug 2019

Equity Trustees Brexit-ready with transfer of Irish domiciled funds

From Equity Trustees Limited

Equity Trustees has ensured it can maintain uninterrupted Management Company services to current Irish domiciled fund clients by transferring the Irish funds business from London to Dublin in preparation for the UK’s departure from the European Union. Equity Trustees Fund Services provides a comprehensive range of UCITS Management Company and Alternative Investment Fund Manager (AIFM) […]

03 May 2019

Equity Trustees adds Head of Risk and Superannuation Strategy to growing Superannuation Trustee Office

From Equity Trustees Limited

Australia’s leading specialist trustee company Equity Trustees has appointed Justin Watts to the newly created position of Head of Risk and Superannuation Strategy in its expanding national Superannuation Trustee Office (STO). “Justin brings exceptional knowledge and experience of prudential supervision across businesses in the superannuation, insurance and banking sectors, having spent more than seven years […]

25 Mar 2019

Equity Trustees releases report on $87 million of giving

From Equity Trustees Limited

Leading trustee provider of philanthropy funding, Equity Trustees, today released a much-anticipated report containing analysis of $87 million of philanthropic granting and bequests overseen by the Company in the 2018 financial year. “For generations Australians have been creating and leaving philanthropic legacies that Equity Trustees has had the privilege and honour of stewarding through changing […]

20 Mar 2019

Equity Trustees appoints Sue Everingham to Super Board

From Equity Trustees Limited

Australia’s leading specialist trustee company Equity Trustees has appointed Sue Everingham as a director to the Board of Equity Trustees Superannuation Limited (ETSL). “In an increasingly heightened risk environment, where demand for our specialist trustee services is increasing, Equity Trustees continues to appoint the most experienced, highly skilled people to ensure we can carry out […]

01 Mar 2019

Equity Trustees to acquire Zurich’s Australian superannuation trustee

From Equity Trustees Limited

EQT Holdings Limited (ASX: EQT), the holding company for Equity Trustees, today announced it had signed an agreement with Zurich Australia to purchase its superannuation trustee, Zurich Australian Superannuation Pty Limited (ZAS). ZAS is the superannuation trustee for the Zurich Master Superannuation Fund, which has approximately $1bn in funds under trusteeship and 18,000 members across […]

26 Feb 2019