Equity Trustees appointed RE to newly established MHOR venture

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Equity Trustees has been appointed responsible entity (RE) to MHOR Asset Management, a new fund manager with ambitions to grow and ultimately list in Australia. “We’re pleased to be selected by MHOR, they are an exciting team and Equity Trustees looks forward to partnering with them as they grow their business,” said Harvey Kalman, the

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Equity Trustees backs kids looking for a place to call home

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Equity Trustees has awarded its first grant under its new $10m Empowering change philanthropy granting program to the Centre for Excellence in Child and Family Welfare for a project to bring together information and stakeholders to plan better ways to support young people in state care, with a particular focus on supporting them to make

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$10m of philanthropy restructured to empower change

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Equity Trustees has restructured its granting program to direct more than $10m of annual discretionary charitable giving into five key areas: Children and Young People, Medical Research and Health, Ageing and Aged Care, Animals and Environment, and Partnerships Program. “We, like our partners in the not for profit sector and our philanthropic clients, are constantly

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Equity Trustees commited to preventing elder abuse

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Independent trustee companies are in a unique position to provide both a systemic protection against financial elder abuse, as well as having the ability to channel philanthropic funds into programs to address the broader issue, according to Mick O’Brien, Managing Director of leading Australian trustee company, Equity Trustees. “Equity Trustees was established under an Act

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Independent external responsible entity appointments way of the future

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Avoiding real or perceived conflicts of interest between managers of funds and unitholders is critical to maintaining the integrity of Australia’s wealth management industry. The appointment of independent responsible entities in that framework is an obvious solution to protect investors’ interests. Harvey Kalman, the Executive General Manager of the part of the Equity Trustees business

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Michael O’Brien appointed Equity Trustees Managing Director

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Equity Trustees has announced the appointment of Michael O’Brien to the role of Managing Director following two months in the position of Executive Director. “I am honoured that the Board has seen fit to appoint me to this position and to lead a company with such an enviable history,” said Mr O’Brien. “Equity Trustees is

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Equity Trustees appoints Senior Manager, Relationships and Oversight in Melbourne office

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Equity Trustees Limited has appointed Alan O’Brien as a Senior Manager, Relationships and Oversight in the Corporate Trustee Services (CTS) Melbourne team, where he will be responsible for working with new and existing Responsible Entity (RE) clients. Mr O’Brien brings an understanding of global context which is particularly important as the CTS business moves to

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AMIT legislation a welcome initiative

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The introduction of Attribution Managed Investment Trusts (AMITs) will give Australian investors far greater access to Asian markets, and is a significant step in helping Australian funds compete internationally, says Harvey Kalman, Executive General Manager Corporate Trustee Services with Equity Trustees. The Bill which opens the way for the AMITs scheme was passed by the

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Make the most of charitable giving this financial year

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The end of the financial year is a common time for people to think about charitable giving, and the associated tax advantages, but those who take an ad-hoc approach may not achieve the social impact they were hoping for, says Tabitha Lovett, General Manager – Philanthropy at Equity Trustees. “Choosing a list of charities and

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Five tips on reviewing an estate plan

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People who have already written a Will shouldn’t view it as a “set and forget” document but should be reminded by their advisers to review and update it regularly, said Anna Hacker, national manager estate planning at Equity Trustees. “It can be tempting to cross “write a Will” off your To-Do list once it’s completed

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