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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Equity Trustees appoints experienced asset management leadership

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Australia’s leading specialist trustee company, Equity Trustees has announced new leadership of its in-house asset management function following a review earlier this year. Darren Thompson will take up the position of Head of Asset Management, and Chris Haynes the position of Head of Australian Equities, on 1 October 2018.  They will be based in Melbourne and

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Latest listed investment trust demonstrates renewed market interest, says Equity Trustees

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The listing on the ASX this morning of Neuberger Berman’s NB Global Corporate Income Trust (ASX:NBI) is another sign of the growing popularity of listed investment trust (LIT) structures, according to Australia’s leading specialist corporate fiduciary, Equity Trustees. Equity Trustees is the responsible entity and issuer of the NB Global Corporate Income Trust’s A$413 million

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Video wills can put estates in jeopardy

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A recent Court case in Western Australia has demonstrated the problems and risks of recording yourself on video outlining your instructions and wishes in the hope that it might be interpreted as your last intended Will. In a recent Western Australian case*, the Supreme Court was asked to accept 4 videos made by Peter Pitman

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Equity Trustees 130 years young

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Australia’s leading specialist trustee company, Equity Trustees today unveiled its new brand identity and logo. Built on a rich 130-year history, the new design retains key aspects of the brand’s heritage but brings in vibrant new elements that reflect an optimism for the future. “The past two years have seen Equity Trustees strengthen in our

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Digital graveyard complicates estate planning

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With a myriad of statisticians now trying their hand at calculating when Facebook will have more dead “memorialised” members, than living ones, planning for the ownership of digital assets in your Will has never been more relevant, says Anna Hacker, national manager estate planning with Australian Unity Trustees. “Possible years that have been mooted for

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Equity Trustees appointed RE to London-based River and Mercantile fund

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Equity Trustees has been appointed the responsible entity (RE) for the newly launched River and Mercantile Global High Alpha Fund. London-based River and Mercantile Asset Management LLP is a new client for Equity Trustees, which now also has an office in London to service clients in the UK and Europe. “We’re pleased to be chosen to support

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Equity Trustees appoints US representative

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Equity Trustees has opened the door for a smooth and easy path for US fund managers aspirations to enter the European and Australian markets by appointing a resource on the ground in the United States of America. Robert Harrison will connect US-based fund managers with Equity Trustees’ expertise in offices in Australia and UK to

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Mainstream Group selects Equity Trustees to support launch of new European fund platform

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Two Australia-based businesses expanding internationally have partnered to launch a new Irish fund platform, giving Australian fund managers easier access to European UCITS. Mainstream Group has selected Equity Trustees, the global fund operator which moved into the UK six months ago, to provide UCITS Management Company services to the Mainstream UCITS ICAV. Equity Trustees provides

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Equity Trustees announces Tony Lally as new super board chair

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Equity Trustees has announced the appointment of Tony Lally to the chair of the Equity Trustees Superannuation Limited Board to replace John Crocker who will retire from the position. Equity Trustees is Australia’s leading specialist trustee company and operates The Executive Superannuation Fund. Most recently it entered into an alliance with Aon which will create

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