Advancing women’s health and education a focus for female philanthropists

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Although often seen as the domain of wealthy patriarchs, women have historically taken a leading role in the establishment of philanthropic foundations, and women establish close to half of all the philanthropic trusts managed by Equity Trustees. As International Women’s Day approaches (8 March), Tabitha Lovett, General Manager of Philanthropy, outlines the actions of women

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Equity Trustees restructures corporate services team

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As part of Equity Trustees Corporate Trustee Services’ (CTS) previously announced strategy to focus on its trustee and responsible entity operations, the business has restructured its senior management team. As a result, two senior roles have been created to add support to client relationships as well as fund operations. Russell Beasley, previously General Manager Fund

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Valentine’s Day for de facto and same sex couples: Get a Will

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Red roses and candlelit dinners may be the traditional way to celebrate Valentine’s Day, but a more useful way to demonstrate deep commitment to your partner is to talk about an estate plan, says Equity Trustees National Manager – Estate Planning, Anna Hacker. “An estate plan which clearly outlines how the one you love is

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Equity Trustees appoints research and evaluation manager

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Equity Trustees has appointed Emma Pritchard to the newly created position of research and evaluation manager, signalling the company’s commitment to growing private philanthropy in Australia. Equity Trustees distributed more than $70 million in the 2015 financial year on behalf of the charitable trusts and foundations for which it is trustee, following the wishes and

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New year, new Will: Estate planning tips for 2016

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New year financial resolutions are common at this time of year, but one overlooked yet important action to take is to sort out Wills and estate plans, says Anna Hacker, National Manager – Estate Planning at Equity Trustees. “A fresh new year may seem like a strange time to be thinking about Wills, but it’s

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Equity Trustees reviews corporate trustee services strategy; SG Hiscock takes on retail distribution

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Following a strategic review of retail distribution at both Equity Trustees and SG Hiscock & Company (SGH), the businesses have made the joint decision that retail distribution for all SGH and LaSalle funds, previously managed by Equity Trustees, will transition to SGH. As a result, a number of the members of the Equity Trustees Corporate

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Elder abuse: Planners need to recognise the warning signs

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Changes in your elderly client’s personality, an indication that the client is becoming increasingly reliant on others, or seeing other people increasingly speaking on behalf of your elderly client and not wanting you to contact them, are all warning signs that elder abuse could be occurring, says Anna Hacker, National Manager – Estate Planning at

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Prestigious medical research fellowship takes stand on gender equity in 2015 award announcement

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Australia’s most prestigious mid-career medical research Fellowships has embedded gender equity in its awards – starting this year the national Sylvia and Charles Viertel Charitable Foundation Senior Medical Research Fellowships are being awarded to one male and one female outstanding mid-career scientist, making their mark with medical research that shows great promise for the future.

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Executive changes at Equity Trustees

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Equity Trustees (ASX: EQT) has announced the appointment of Philip Gentry as Chief Financial Officer. Mr Gentry replaces Terry Ryan, who earlier this year advised that he would be retiring at a later date in 2015. Mr Gentry has more than 25 years’ experience in leadership positions within financial services, property, agribusiness, international trade, commodities

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Will apps and digital options may create estate planning disasters

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There’s an app for that, or so the saying goes, but the rise of Will apps for android and iPhone, as well as the digital trend to supplement a written Will with a video recording, has the potential to create an estate planning disaster, warns Anna Hacker, National Manager Estate Planning with Equity Trustees Limited

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