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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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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