Equity Trustees appointed RE to leading New Zealand asset managers Milford

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Equity Trustees has been appointed the responsible entity (RE) for Milford Australia Limited, the Australian business of New Zealand’s leading asset management company Milford Asset Management. They enter the market with the launch of the Milford Australian Absolute Growth Fund designed for investors with higher risk tolerances; it targets absolute returns with an annualised return

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Equity Trustees concerned proposed law would stifle advocacy by charities and increase red tape

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Equity Trustees’ Chairman, the Hon Jeff Kennett AC, says a proposed Federal Government bill would stifle public advocacy by many charities and add an unnecessary layer of red tape. “As Australia’s leading trustee with responsibility for more than 500 charitable trusts, Equity Trustees is deeply concerned the proposed bill has gone well beyond the original

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EQT Holdings: strong profit lift in half-year as growth momentum builds

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EQT Holdings Limited (ASX: EQT), the holding company for Equity Trustees, has  announced a 33% increase in net profit after tax to $9.6 million for the half year to 31 December 2017. EQT Chairman Jeff Kennett said: “The significant improvement flowed from strong performances by Equity Trustees’ core businesses including the commitment of all employees,

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Equity Trustees appointed RE and Trustee to Sydney-based Supervised Investments Australia Limited

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Equity Trustees has been appointed the responsible entity (RE) and trustee for Sydney-based, fund manager Supervised Investments Australia Limited (SIAL). In December 2007, SIAL launched a small-cap equities fund, which focuses on listed Australian companies with a market capitalisation of less than $150 million. This was followed in April 2009 by a fixed income fund

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Five things you need to ask yourself in 2018

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If being more organised, or paying more attention to those you love (or a variation on either of those) are on your list of things to ‘be better at’ in 2018, then a key part of that will be making sure your Will and estate plans are in order. “The main thing is to ensure

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Marriage equality: Remember to get expert advice on estate planning when tying the knot, says Equity Trustees

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With the survey result on marriage equality in (62% voted yes), and the prospect of wedding celebrations for same sex couples on the horizon, one of Australia’s largest independent executors and holders of more than 50,000 Wills has urged those planning to marry to remember to review their Wills. “There are some legal aspects that

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Equity Trustees to acquire OneVue Responsible Entity business

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EQT Holdings Limited (ASX: EQT), the holding company for Equity Trustees, has announced it had signed an agreement with OneVue Holdings Limited (ASX: OVH) to acquire its Responsible Entity (RE) business, which covers 27 managed investment schemes and approximately $2.3 billion of funds under supervision. The $3.5 million acquisition[1] will strengthen Equity Trustees’ leading position as

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Equity Trustees and Aon in $5.2 billion super alliance

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EQT Holdings Ltd (ASX: EQT), the holding company for Equity Trustees, and Aon has announced they had entered into an alliance that will create a $5.2 billion superannuation partnership  to service Australia’s rapidly growing superannuation market. Equity Trustees and Aon will merge the Aon Master Trust and The Executive Superannuation Fund, subject to the approval

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Review your Will regularly to avoid accidental family drama

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It is often unintended but a Will created in the past – before grandkids, re-marriages, family disputes or upheavals, major investment or property acquisitions and even before retirement – can have all the ingredients for creating a costly family drama when you’re gone. “There is an unfortunate tendency for people, having written their Will, to

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Ethical Enterprise Award winner helps to alleviate poverty by funding local entrepreneurs

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Moral Fairground has awarded its fifth annual Ethical Enterprise Award to an organisation that helps to alleviate poverty by supporting local entrepreneurs in some of the hardest hit communities from Kenya to Bangladesh. The Ethical Enterprise Awards, sponsored by Australian Ethical, recognise enterprises in Australia that help make the world a fairer and more transparent

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