Article list

Everything from Equity Trustees

A guide to giving: how philanthropy can boost your business

From Equity Trustees

Discussing a client’s philanthropic objectives should be a key component of a financial planning conversation with all clients, not just clients considered to be wealthy or with the perceived greatest

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05 Oct 2018

Equity Trustees appoints experienced asset management leadership

From Equity Trustees

Australia’s leading specialist trustee company, Equity Trustees has announced new leadership of its in-house asset management function following a review earlier this year. Darren Thompson will take up the position

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03 Oct 2018

Latest listed investment trust demonstrates renewed market interest, says Equity Trustees

From Equity Trustees

The listing on the ASX this morning of Neuberger Berman’s NB Global Corporate Income Trust (ASX:NBI) is another sign of the growing popularity of listed investment trust (LIT) structures, according

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28 Sep 2018

Video wills can put estates in jeopardy

From Equity Trustees

A recent Court case in Western Australia has demonstrated the problems and risks of recording yourself on video outlining your instructions and wishes in the hope that it might be

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24 Sep 2018

Equity Trustees 130 years young

From Equity Trustees

Australia’s leading specialist trustee company, Equity Trustees today unveiled its new brand identity and logo. Built on a rich 130-year history, the new design retains key aspects of the brand’s

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06 Aug 2018

Digital graveyard complicates estate planning

From Equity Trustees

With a myriad of statisticians now trying their hand at calculating when Facebook will have more dead “memorialised” members, than living ones, planning for the ownership of digital assets in

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11 Jul 2018

Equity Trustees appointed RE to London-based River and Mercantile fund

From Equity Trustees

Equity Trustees has been appointed the responsible entity (RE) for the newly launched River and Mercantile Global High Alpha Fund. London-based River and Mercantile Asset Management LLP is a new client for

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26 Jun 2018

Equity Trustees appoints US representative

From Equity Trustees

Equity Trustees has opened the door for a smooth and easy path for US fund managers aspirations to enter the European and Australian markets by appointing a resource on the

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15 Jun 2018

Mainstream Group selects Equity Trustees to support launch of new European fund platform

From Equity Trustees

Two Australia-based businesses expanding internationally have partnered to launch a new Irish fund platform, giving Australian fund managers easier access to European UCITS. Mainstream Group has selected Equity Trustees, the

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13 Jun 2018

Equity Trustees announces Tony Lally as new super board chair

From Equity Trustees

Equity Trustees has announced the appointment of Tony Lally to the chair of the Equity Trustees Superannuation Limited Board to replace John Crocker who will retire from the position. Equity

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07 Jun 2018

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