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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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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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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