Equity Trustees appoints Sydney key account manager

From

Equity Trustees Limited has appointed Paul Sleiman as a key account manager in the distribution partners team. Mr Sleiman will report to Eliza Weaving, general manager, distribution partners – funds

continue reading

Equity Trustees adds to WA estate planning team 

From

Equity Trustees has further expanded its estate planning team in Western Australia with the appointment of Brigitte Hollett as estate planning lawyer. It follows the recent appointment of Stephanie Smith

continue reading

Equity Trustees appoints new Estate Planning Solicitor

From

Equity Trustees Limited (EQT) has further strengthened its national Estate Planning team with the appointment of Stephanie Smith as a West Australian estate planning solicitor based in Perth. It is

continue reading

Seven deadly sins of estate planning

From

A comprehensive, well-thought-out Estate Plan is the only way of ensuring someone’s wishes are carried out after their death but many still get it wrong, says Anna Hacker, Wills and

continue reading

Equity Trustees appoints new general manager for funds management

From

Equity Trustees has promoted Eliza Weaving to the role of general manager, distribution partners – funds management, reporting into Harvey Kalman, executive general manager, Corporate Trustee Services. Based in Melbourne,

continue reading

Celebrating women philanthropists on International Women’s Day

From

As International Women’s Day approaches, Equity Trustees is highlighting the role that women play in philanthropy as founders of philanthropic trusts as well as beneficiaries of their support. Tabitha Lovett,

continue reading

The ages of 40 and 70 should raise aged care alarm bells for advisers, their clients and SMSF trustees

From

The US based senior care network, Home Instead, was the first one to refer to what is now universally known as the 40-70 rule. Since then, many operators in the

continue reading

International equities round out mFund offering

From

Equity Trustees (EQT) and its investment manager partner Dundas Global Investors (Dundas) have made the EQT Dundas Global Equity Fund available on the mFund Settlement Service, bringing the number of

continue reading

Questions raised over social media on death

From

As social media proliferates, dealing with a loved one’s digital footprint after their death will become an increasingly complicated issue, says Anna Hacker, wills and estates accredited specialist at Equity

continue reading

ASX mFund settlement service gains traction

From

Equity Trustees is starting to see traction in transactions on the mFund Settlement Service, with applications for PIMCO and Armytage Private Funds being made through Baillieu Holst recently, says Mr

continue reading