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New appointment to Super Boards

From Equity Trustees

Equity Trustees has announced the appointment of Jocelyn Furlan to the Equity Trustees Superannuation Limited (ETSL) and HTFS Nominees Pty Ltd (HTFS) Boards, which have oversight of one of the

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02 Apr 2025

Talaria Asset Management partners with Equity Trustees as Responsible Entity for three global equity funds

From Equity Trustees

Australian based global equity manager Talaria Asset Management has partnered with Equity Trustees as the Responsible Entity of its three global equity funds – the dual access Talaria Global Equity

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01 Apr 2025

MA Financial Group partners with Equity Trustees as Responsible Entity and Custodian for new MA Credit Income Trust (ASX:MA1)

From Equity Trustees

Global alternative asset manager MA Financial Group has partnered with Equity Trustees as the Responsible Entity and Custodian for its newly launched MA Credit Income Trust (ASX: MA1), the organisation’s

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13 Feb 2025

Realm partners with Equity Trustees as Responsible Entity for inaugural listed income trust

From Equity Trustees

Realm Investment House, an Australian-based credit and fixed income manager, has partnered with Equity Trustees as the Responsible Entity for its newly launched Dominion Listed Income Trust 1 (ASX:DN1). Andrew

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12 Feb 2025

Ares appoints Equity Trustees as RE for new private markets fund

From Equity Trustees

Global alternative investment manager Ares Management Corporation (Ares) and its Ares Wealth Management Solutions (AWMS) platform have appointed Equity Trustees as the responsible entity for its newly launched Ares Private

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20 Dec 2024

Equity Trustees completes Australian Executor Trustees integration on time and on budget

From Equity Trustees

EQT Holdings Limited (ASX: EQT) (Equity Trustees), announced it had completed the integration of Australian Executor Trustees Limited (AET). The completion was marked by the conclusion of the Transition Service

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09 Dec 2024

Coller Capital selects Equity Trustees as RE for new Fund

From Equity Trustees

Coller Capital, a leading investor in the secondary market for private assets, has selected Equity Trustees to be the responsible entity of its new fund, the Coller Private Equity Secondaries

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05 Nov 2024

FIIG Securities selects Equity Trustees for new Monthly Income Fund

From Equity Trustees

FIIG Securities, one of Australia’s largest independent fixed income providers, has appointed Equity Trustees to be the responsible entity of its new fund, the FIIG Monthly Income Fund. Andrew Godfrey

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31 Oct 2024

Why set up an ongoing charitable trust rather than a regular trust before you die?

From Equity Trustees

While Australians are generous with their money while they are alive, they are missing the opportunity to keep on giving when they have passed away, sometimes even leaving their inheritance

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17 Sep 2024

Family home: no death taxes, but avoid the CGT trap

From Equity Trustees

While it might be widely known that selling the family home is capital gain tax (CGT) exempt, this might not be the case after you die – and your next

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06 Sep 2024

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]