Equity Trustees appointed by AFL Players’ Association

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A working partnership between the AFL Players’ Association (AFLPA) and Equity Trustees established back in 2011 has expanded with Australia’s leading trustee being awarded responsibility to manage and grow the $150 million AFLPA Player Retirement Account (PRA). Originally appointed to manage the administration of the member registry when the fund was initially $12 million, Equity

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Equity Trustees appointed RE for Sharia Compliant funds

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Equity Trustees has been appointed Responsible Entity (RE) for three Sharia Compliant funds spanning equity, property, and fixed income asset classes, launched by Australian based investment manager, Hejaz Asset Management. The Hejaz Equity Fund aims to match the returns of the iShares MSCI World Islamic UCITS ETF through exposure to a diversified equities portfolio of

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RE Equity Trustees announces Nanuk New World Fund’s launch as an ETMF on the ASX

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Equity Trustees, Responsible Entity for the Nanuk New World Fund [ASX: NNUK] announced the Fund is now listed as an Exchange Traded Managed Fund (ETMF). Established in 2015 as an unlisted fund, the New World Fund is managed by Nanuk Asset Management Pty Limited (Nanuk), a specialist investment manager focused on the broad global themes

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Equity Trustees appointed RE and Custodian for Metrics retail fund 

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Equity Trustees has been appointed Responsible Entity (RE) and Custodian for the Metrics Direct Income Fund (Fund) which is managed by Metrics Credit Partners (Metrics), a leading Australian non-bank corporate lender and alternative asset manager specialising in origination and active management of private debt portfolios. The Fund seeks to provide monthly cash income, capital preservation,

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SQM Research rates four Equity Trustees funds ‘Superior’  

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Equity Trustees has welcomed ‘Superior’ (four star) ratings from SQM Research for four of its funds managed by its Asset Management team. The ratings were awarded to the EQT Tax Aware Australian Equity Fund, EQT Ethical Tax Aware Australian Equity Fund, the EQT Flagship Fund and the Mortgage Income Fund. It is the first time

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Equity Trustees applies a gender lens to granting to #BreakTheBias

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Did you know women and girls are more likely than men to experience discrimination, poverty, violence and lower levels of average pay? To help break this unfair bias Equity Trustees is committed to taking gender into account across all of its philanthropic granting. “Applying a gender lens in favour of women ensures we’re taking responsibility

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Getting more women back into the workplace

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Job-readiness support organisation, Fitted for Work, has been awarded a grant of $30,000 from the William Buckland Foundation. The not-for-profit group empowers women and non-binary people experiencing disadvantage, with the practical skills, self-esteem and know-how to help them move forward in the workplace. “Over two thirds of Australian women are over-represented in casual and part-time

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Equity Trustees delivers strong earnings increase as funds growth continues

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EQT Holdings Limited (ASX: EQT), the holding company for Equity Trustees, has announced a strong increase in profit and a higher dividend, as funds under management, administration and supervision (FUMAS) continued to rise during the six months ended 31 December 2021. Net profit for the period increased 29% to $12.7 million, on revenue of $55.9

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Increase in trust and SMSF legal disputes

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Marie Brownell, National Manager, Estate Planning, Equity Trustees said the independent trustee and executor had seen a marked rise in legal wrangles over trusts in the past year. There are a few reasons for the increase, she noted, including the use of DIY or off-the-shelf trusts, which can lead to issues down the track. “A

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Equity Trustees bolsters Corporate Trustee Services team with new hire

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Equity Trustees, Australia’s leading provider of responsible entity and trustee services, has announced the appointment of Johnny Francis to the role of General Manager, Business Development and Custody, Corporate Trustee Services (CTS). Mr Francis brings significant client relationship experience, having spent seven years at Perpetual Limited, most recently as Head of Sales and Relationship Management,

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