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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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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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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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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Senior appointments in Dublin and London expand Equity Trustees Fund Services global team

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Three new appointments in the Dublin and London offices of Equity Trustees Fund Services have strengthened the capability of the 130-year-old Australian business as it pursues its global growth objectives. “The Fund Services division of our business has built a market leading proposition over two decades in independent fund governance,” said Harvey Kalman, Head of […]

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Do you have the Will to cope with the ‘roaring 20s’?

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Not just a new year, but a new decade has arrived – the new ‘roaring 20s’ – but can your Will cope with the decade ahead? “If you think about all the things that changed for you and your family over the past decade, you quickly see that your world could look very different by […]

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They will sort it out when I’m gone (and other flawed estate planning assumptions)

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It’s a common assumption fraught with danger: Many people appoint one of their children to be the executor of their will – expecting (or hoping) that everything will be resolved after they’re gone. “It’s a very common way to think,” said Marie Brownell, National Manager of Estate Planning at Equity Trustees. “But there are two […]

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Equity Trustees Awards State Street Expanded Custody Contract

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State Street Corporation (NYSE:STT) has announced that Equity Trustees (ASX: EQT), Australia’s leading trustee company, has appointed State Street for custodial and investment administration services of Equity Trustees Wealth Services Limited funds. Building on a longstanding relationship, this new agreement will see State Street provide Equity Trustees with market-leading back office services including custody, fund […]

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Equity Trustees enters agreements with Colonial Mutual Life Assurance Society

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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 […]

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Equity Trustees appoints new director to Super Board

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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 […]

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