Equity Trustees appointed RE to Brisbane boutique fund Pentalpha

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Equity Trustees has been appointed the responsible entity (RE) for Pentalpha, a 100 per cent staff-owned, Brisbane-based investment manager offering a high yield, low volatility Australian share fund. Called the Income For Life Fund, its key objectives are capital preservation, an attractive yield (including franking) and capital growth. It also focuses on investors who are

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25 Jul 2017

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Equity Trustees appointed RE to specialist boutique manager

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Equity Trustees has been appointed the responsible entity (RE) for GQG Partners LLC, the specialist global and emerging equities boutique manager founded by ex-Vontobel CIO, Rajiv Jain in partnership with ASX-listed Pacific Current Group. GQG Partners, which was established in June 2016, has grown quickly, with more than 25 employees, and assets under management of

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09 Jun 2017

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Plan to be charitable all year round in the countdown to end of financial year tax time

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Just a week after news of the largest philanthropic gift by a living Australian, and the final surge begins by charities appealing to taxpayers attracted to the last minute tax deductible donations by 30 June, now is the time for Australians to consider a better way to channel around $3b of ad hoc giving annually.

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02 Jun 2017

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Equity Trustees appoints Senior Manager, Structured Finance – Corporate Trusts to Sydney office

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Equity Trustees has appointed James Connell to the role of Senior Manager, Structured Finance – Corporate Trusts in the Sydney office of the Corporate Trustee Services (CTS) team. He begins in the role on 8 May. Mr Connell has significant expertise in corporate trusteeship, coupled with experience as a lawyer, and transaction manager with a

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04 May 2017

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Australian Unity Trustees appoints head of philanthropy

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Australian Unity Trustees has appointed Caroline Whitby to the newly-created position of national manager – philanthropy. In the role, Ms Whitby will be responsible for all the business’s philanthropic activities including managing relationships with trustees, working with not-for-profit organisations, overseeing grant programs, and handling the legislative and regulatory requirements. She has over sixteen years experience

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04 Apr 2017

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Equity Trustees corporate business boosts compliance capability

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Equity Trustees’ Corporate Trustees Services (CTS) business has boosted its compliance and regulatory capability by dedicating expert professionals to support the business, ensuring it can meet the increasing demands placed on clients by an ever changing and increasingly stringent regulatory environment. CTS has grown into Australia’s largest independent responsible entity (RE) service provider since it

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03 Feb 2017

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Equity Trustees strengthens super business for growth in 2017

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Equity Trustees Superannuation Portfolio Services (SPS) business is gearing to strengthen its position as the superannuation industry’s premier provider of independent trustee services in 2017. The Company began the year with the arrival of Mark Blair, formerly the head of KPMG’s superannuation advisory business charged with task to develop the SPS business, and ends 2016

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12 Dec 2016

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New York-based Pzena launches new Australian Fund

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Pzena Investment Management, LLC (Pzena), a New York-based, global investment firm, is delighted to announce the launch of the first of two Australian pooled vehicles: the Pzena Emerging Markets Value Fund. Equity Trustees Limited has been chosen as the responsible entity of the funds. Established as an independent Trustee and Executor company in 1888, Equity

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30 Nov 2016

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Philanthropy is the key to the Australia we want

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A new report, funded by the Equity Trustees Company philanthropic Foundation, and produced by the Community Council of Australia (CCA) reveals disturbing data on how well Australia is performing against a number of values and goals prioritised by charity sector leaders. The Australia We Want report is being launched at the National Press Club in

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28 Oct 2016

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Equity Trustees promotes outstanding corporate team

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Four members of the Corporate Trustees Services (CTS) team at Equity Trustees have been promoted into more senior roles after an outstanding year for Australia’s largest responsible entity (RE) service provider. The high margin business for Equity Trustees has maintained steady year on year growth, with FY16 results showing an 18.7% increase in funds under

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20 Sep 2016

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