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Everything from Equity Trustees

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

New year, new Will: Estate planning tips for 2016

From Equity Trustees

New year financial resolutions are common at this time of year, but one overlooked yet important action to take is to sort out Wills and estate plans, says Anna Hacker,

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08 Feb 2016

Equity Trustees reviews corporate trustee services strategy; SG Hiscock takes on retail distribution

From Equity Trustees

Following a strategic review of retail distribution at both Equity Trustees and SG Hiscock & Company (SGH), the businesses have made the joint decision that retail distribution for all SGH

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04 Feb 2016

Elder abuse: Planners need to recognise the warning signs

From Equity Trustees

Changes in your elderly client’s personality, an indication that the client is becoming increasingly reliant on others, or seeing other people increasingly speaking on behalf of your elderly client and

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18 Nov 2015

Prestigious medical research fellowship takes stand on gender equity in 2015 award announcement

From Equity Trustees

Australia’s most prestigious mid-career medical research Fellowships has embedded gender equity in its awards – starting this year the national Sylvia and Charles Viertel Charitable Foundation Senior Medical Research Fellowships

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11 Nov 2015

Executive changes at Equity Trustees

From Equity Trustees

Equity Trustees (ASX: EQT) has announced the appointment of Philip Gentry as Chief Financial Officer. Mr Gentry replaces Terry Ryan, who earlier this year advised that he would be retiring

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09 Oct 2015

Will apps and digital options may create estate planning disasters

From Equity Trustees

There’s an app for that, or so the saying goes, but the rise of Will apps for android and iPhone, as well as the digital trend to supplement a written

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11 Sep 2015

Equity Trustees implements Calastone’s network service

From Equity Trustees

Listed financial services company Equity Trustees Limited has streamlined its unit registry administration capabilities with the implementation of Calastone’s global fund transaction network service. Calastone’s service will allow Equity Trustees

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25 Aug 2015

Equity Trustees Sydney key account manager appointment

From Equity Trustees

Equity Trustees Limited has appointed Michael Akele a key account manager in the Distribution Partners team. Mr Akele will report to Eliza Weaving, General Manager, Distribution Partners – Funds Management.

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11 Aug 2015

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]