Review your Will regularly to avoid accidental family drama

From

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

continue reading

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

From

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

continue reading

$66 million distributed to NFP’s by Equity Trustees in FY17

From

Leading specialist trustee company, Equity Trustees proudly facilitated the distribution of $66.5 million to the not-for-profit sector in the last financial year. Forty five percent of funding went to medical research and health initiatives, followed by nearly 14% directed towards projects and organisations supporting children and young people. Equity Trustees is very proud of the

continue reading

Fund governance services leader Equity Trustees acquires majority stake in UK provider

From

EQT Holdings Limited (ASX: EQT), the holding company for Equity Trustees, has announced an agreement to acquire 60% of London-based Treasury Capital Limited (Treasury Capital), a provider of independent fund governance services to the funds management industry. Treasury Capital provides Authorised Corporate Director (ACD) services in the UK and UCITS (Undertakings for Collective Investment in

continue reading

Equity Trustees boosts oversight capability with global FinTech solution  

From

Equity Trustees has adopted a technology solution to further boost its professional funds governance capability. “As Australia’s leading provider of Responsible Entity services, we know that to maintain our lead we need to adopt the best solutions to ensure we can adapt to an ever-changing regulatory environment” said Harvey Kalman, Executive General Manager, Corporate Trustee

continue reading

Equity Trustees announces $3m over three years to new Medical and health partnership program

From

Equity Trustees has directed the combined resources of 24 philanthropic trusts to a brand new Partnership Program which will inject more than $3m over three years to the Mater Foundation, Monash Partners and the National Foundation for Medical Research and Innovation (NFMRI). “We have heard from the not for profit sector the challenges they face

continue reading

Equity Trustees to appoint Jeff Kennett as Chairman

From

The Board of EQT Holdings Limited (ASX: EQT) yesterday announced its intention to appoint the Hon. Jeffrey G. Kennett AC as its next Chairman. Mr Kennett, founder of beyondblue, former Victorian Premier, director of Seven West Media and Chairman of The Torch, will take up the role on the retirement of current Chairman Mr Tony

continue reading

Equity Trustees appointed RE to Melbourne-based JCP Investment Partners

From

Equity Trustees has been appointed the responsible entity (RE) for employee-owned JCP Investment Partners, a research-driven, growth-oriented Australian equities fund manager. JCP was founded in 1998 and up until now has only managed investments for the institutional market. The launch of two new funds, offered via Equity Trustees, now opens the door to retail investors.

continue reading

Equity Trustees gets Operator role with Sydney start-up uXchange

From

Equity Trustees has been appointed the Operator for uXchange, a Sydney-based fintech that will provide a low-cost alternative to investors to access and integrate unlisted and global assets in their investment portfolios. Part of WealthO2’s suite of adviser tech solutions, the uXchange technology and investor directed portfolio services-like scheme will allow investors, via their adviser,

continue reading

Equity Trustees appoints new GM Charitable Trusts and Philanthropy

From

Leading provider of philanthropic services in Australia, Equity Trustees, has appointed Jodi Kennedy as General Manager Charitable Trusts and Philanthropy. It is a key strategic position in the leading specialist trustee company, which distributes more than $70m annually to Australia’s charitable and not for profit (NFP) sector. “We warmly welcome Jodi to our leadership team,

continue reading