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Everything from Equity Trustees

Independent external responsible entity appointments way of the future

From Equity Trustees

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

From Equity Trustees

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

From Equity Trustees

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

From Equity Trustees

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

From Equity Trustees

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

From Equity Trustees

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

From Equity Trustees

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

Equity Trustees restructures corporate services team

From Equity Trustees

As part of Equity Trustees Corporate Trustee Services’ (CTS) previously announced strategy to focus on its trustee and responsible entity operations, the business has restructured its senior management team. As

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01 Mar 2016

Valentine’s Day for de facto and same sex couples: Get a Will

From Equity Trustees

Red roses and candlelit dinners may be the traditional way to celebrate Valentine’s Day, but a more useful way to demonstrate deep commitment to your partner is to talk about

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12 Feb 2016

Equity Trustees appoints research and evaluation manager

From Equity Trustees

Equity Trustees has appointed Emma Pritchard to the newly created position of research and evaluation manager, signalling the company’s commitment to growing private philanthropy in Australia. Equity Trustees distributed more

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10 Feb 2016

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