Equity Trustees backs kids looking for a place to call home

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Equity Trustees has awarded its first grant under its new $10m Empowering change philanthropy granting program to the Centre for Excellence in Child and Family Welfare for a project to

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30 Aug 2016

$10m of philanthropy restructured to empower change

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Equity Trustees has restructured its granting program to direct more than $10m of annual discretionary charitable giving into five key areas: Children and Young People, Medical Research and Health, Ageing

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24 Aug 2016

Equity Trustees commited to preventing elder abuse

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Independent trustee companies are in a unique position to provide both a systemic protection against financial elder abuse, as well as having the ability to channel philanthropic funds into programs

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11 Aug 2016

Independent external responsible entity appointments way of the future

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Avoiding real or perceived conflicts of interest between managers of funds and unitholders is critical to maintaining the integrity of Australia’s wealth management industry. The appointment of independent responsible entities

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04 Aug 2016

Michael O’Brien appointed Equity Trustees Managing Director

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Equity Trustees has announced the appointment of Michael O’Brien to the role of Managing Director following two months in the position of Executive Director. “I am honoured that the Board

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07 Jul 2016

Equity Trustees appoints Senior Manager, Relationships and Oversight in Melbourne office

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Equity Trustees Limited has appointed Alan O’Brien as a Senior Manager, Relationships and Oversight in the Corporate Trustee Services (CTS) Melbourne team, where he will be responsible for working with

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14 Jun 2016

AMIT legislation a welcome initiative

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The introduction of Attribution Managed Investment Trusts (AMITs) will give Australian investors far greater access to Asian markets, and is a significant step in helping Australian funds compete internationally, says

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06 May 2016

Make the most of charitable giving this financial year

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The end of the financial year is a common time for people to think about charitable giving, and the associated tax advantages, but those who take an ad-hoc approach may

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22 Apr 2016

Five tips on reviewing an estate plan

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People who have already written a Will shouldn’t view it as a “set and forget” document but should be reminded by their advisers to review and update it regularly, said

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10 Mar 2016

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

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07 Mar 2016