Australia needs to make CIVs Asia-friendly

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Mr Kalman said that it should be seen as an imperative that Australia aligns its financial services compliance and tax regimes with international practice, as well as coming into line

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New appointments to wills and estate planning team meet increased business demand

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Growth in demand for its wills and estate planning business has seen Equity Trustees appoint two new recruits. Ms Catherine Elversson and Mr Andrew Woods have been appointed as estate

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Retail investors and SMSFs set to benefit from ASX mFund settlement service

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Equity Trustees and its award winning investment manager partners PIMCO, LaSalle and SG Hiscock & Company have made 14 funds available on the mFund settlement service, with more set to

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Risk and Compliance elevated to separate business unit – Amanda Noble appointed to new executive role

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Amanda Noble has joined Equity Trustees Limited in the newly created role of Head of Risk and Compliance. Reporting directly to Managing Director, Mr Robin Burns, she will head up

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Focus on dividends set to remain despite tough budget

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Investors will need to prepare for their retirement, regardless of the tough measures brought down in the Federal budget, and the focus on dividends is set to remain a feature

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R.M. Ansett Trust gives $300,000 for children and youth

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The R.M. Ansett Trust has announced grants totalling $300,000 to support children and young people in Victoria. The charitable trust established by Sir Reginald Ansett has the objective of “assisting

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Equity Trustees acquires ANZ Trustees

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Listed financial services organisation Equity Trustees Limited (EQT) has agreed to acquire 100 per cent of ANZ Trustees (ANZT) for $150 million. The acquisition will be funded by an equity

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Aged care to cost more after June 30

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The Aged Care reforms due to come into effect on 1 July 2014 will see retirees paying more for their admission to, and ongoing care in, aged care facilities, says

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Advisers and clients looking for global equities options

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With growing interest in global equities from Australian investors, the Equity Trustees Dundas Global Equity Fund is now available for investment on the BT Wrap and Asgard platforms. The fund,

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Equity Trustees expands asset management team

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Listed financial services company Equity Trustees Limited has created the position of investment portfolio manager in its asset management business, and appointed James Buckley to the role. Mr Buckley will

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