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Independent trustee model has been highly successful – Equity Trustees

From Equity Trustees

The platform market has been the most responsive sector of the superannuation industry in providing services to members and meeting their personal objectives, according to Australia’s leading independent trustee, Equity

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29 May 2026

The trustee decision that can protect a child’s financial future for decades

From Equity Trustees

When a child receives a life-changing compensation payout or trust, the decisions made in the months that follow can shape their financial security for life. For many families, these moments

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11 May 2026

Make a lasting contribution to boost better health outcomes for all Australians this World Health Day

From Equity Trustees

Advances in medical science benefit everyone and this UNESCO World Health Day on 7 April, Equity Trustees is highlighting the important role structured giving plays in supporting Australia’s medical researchers

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02 Apr 2026

Move beyond one off donations to support gender balance this International Women’s Day

From Equity Trustees

As the world marks UNESCO’s International Women’s Day on 8 March, Equity Trustees is supporting the work of Australian Investing in Women (AIIW) to promote gender-wise giving. Research by AIIW

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04 Mar 2026

Equity Trustees partners with River Capital as Responsible Entity for launch of high conviction equity Fund

From Equity Trustees

Equity Trustees has been appointed Responsible Entity for the new River Capital High Conviction Fund, marking the beginning of an exciting new partnership with River Capital, a multi asset investment

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26 Feb 2026

Equity Trustees partners with Blackwattle Investment Partners as Responsible Entity for New Blackwattle Equity Income Fund

From Equity Trustees

Equity Trustees has partnered with Blackwattle Investment Partners as Responsible Entity for the newly launched Blackwattle Equity Income Fund. This continues a partnership that has seen six funds brought to

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28 Jan 2026

Stonepeak partners with Equity Trustees as Note Trustee for fixed income offering

From Equity Trustees

Increased investor demand for predictable income streams at competitive yields has recently seen several listed debt offerings come to the Australian market. New York US-based alternative investor, Stonepeak, has partnered

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12 Dec 2025

Equity Trustees partners with Challenger, as Note Trustee for launch of Challenger IM LiFTS 1 Notes

From Equity Trustees

Equity Trustees is proud to be partnering with Challenger, as Note Trustee for the first-of-its kind, listed, unsecured investment vehicle, Challenger IM LiFTS 1 Notes (Challenger IM LiFTS). Challenger IM

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17 Sep 2025

Equity Trustees partners with Loftus Peak to launch the Loftus Peak Global Disruption Hedged Active ETF

From Equity Trustees

Equity Trustees is proud to be partnering with Loftus Peak as the Responsible Entity for the Loftus Peak Global Disruption Hedged Active ETF (ASX:LPHD), a currency hedged version of its

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02 Sep 2025

Equity Trustees partners with T. Rowe Price as Responsible Entity for New T. Rowe Price Global Structured Research Equity Fund in Australia

From Equity Trustees

Equity Trustees has been appointed Responsible Entity for the newly launched T. Rowe Price Global Structured Research Equity Fund in Australia, continuing a long-standing partnership that has seen more than

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06 Aug 2025

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]