Equity Trustees Brexit-ready with transfer of Irish domiciled funds

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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)

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

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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

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Equity Trustees releases report on $87 million of giving

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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

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Equity Trustees appoints Sue Everingham to Super Board

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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

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Equity Trustees to acquire Zurich’s Australian superannuation trustee

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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

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Equity Trustees expands Superannuation Trustee Office with new senior appointment

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Australia’s leading specialist trustee company Equity Trustees has appointed a new senior client management professional to its expanding national Superannuation Trustee Office. Based in Melbourne, the latest appointment further strengthens the depth of experience in the complex area of superannuation trusteeship – the role with primary responsibility to look after member interests and provide oversight

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Equity Trustees appointed trustee to Federation Asset Management: Newly launched with renewable energy in its sights

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Federation Asset Management (Federation) has appointed Australia’s market leading independent funds governance specialists, Equity Trustees, to act as trustee and responsible entity of the Federation Alternative Assets Trust. Launching in September last year, the investment firm has their sights set on being on Asia-Pacific’s leading investor in renewable energy, health, education, real estate and companies with

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Get your paperwork in order for 2019 and your family will thank you

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The annual new year clean out and declutter is well under way – and Australia’s leading specialist trustee company Equity Trustees is recommending that everyone includes a tidy-up of some key paperwork in the process. “With 130 years’ experience of managing people’s estates and estate planning, we can say for sure that getting your Will

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EQT Holdings Ltd announces new Board Director

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EQT Holdings Limited (ASX: EQT) is pleased to announce the appointment of a new non-executive director Tim Hammon, effective 1 December 2018. EQT Chairman Jeff Kennett said: “Tim comes to Equity Trustees with an excellent mix of experience aligned with the responsibilities that come with being on the Board of a 130 year old Australian

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A guide to giving: how philanthropy can boost your business

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Discussing a client’s philanthropic objectives should be a key component of a financial planning conversation with all clients, not just clients considered to be wealthy or with the perceived greatest capacity to give, says Emma Sakellaris, executive general manager of Australian Unity Trustees Limited. “Raising the idea of philanthropy with your clients regardless of their circumstances,

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