Article list

Everything from Equity Trustees

Equity Trustees takeover offer for Trust Company

From Equity Trustees

Equity Trustees Limited announces its intention to make an off-market takeover offer for all of the issued shares in The Trust Company Limited to create a leading Australasian trustee, investment and administration

continue reading

22 Feb 2013

Lonsec Recommended rating for EQT fund

From Equity Trustees

Lonsec has rated Equity Trustees Limited’s (EQT) Australian equities fund, the EQT Wholesale Flagship Fund, for the first time, giving the fund a ‘Recommended’ rating. In its report, Lonsec made

continue reading

20 Nov 2012

EQT tracking well in attractive industry

From Equity Trustees

The chairman of Equity Trustees Limited (EQT), Tony Killen, told shareholders at the company Annual General Meeting in Melbourne today that, despite challenging economic circumstances, the business is in an

continue reading

29 Oct 2012

EQT appointed as responsible entity for 13 more funds

From Equity Trustees

Equity Trustees Limited (EQT) has been appointed Responsible Entity (RE) for thirteen funds managed by Ventura Investment Management Ltd and All Star Funds. All Star, together with Ventura, is the

continue reading

23 Aug 2012

Performance over time will still beat market volatility

From Equity Trustees

Investors’ continuing focus on short-term market volatility is bound to hurt their long-term wealth creation strategies, says Shaun Manuell, chief investment officer at Equity Trustees Limited (EQT). “It is disconcerting

continue reading

03 Aug 2012

Care needs long term planning

From Equity Trustees

When discussing the capital needed for a comfortable retirement, the likely cost of aged care needs to be included in the planning, warns Philip Galagher, head of wealth management at

continue reading

13 Apr 2012

Risk averse investors face capital erosion

From Equity Trustees

Shaun Manuell, head of asset management at Equity Trustees Limited, says it is of concern that current commentary about the investor shift to bank deposits does not highlight the capital

continue reading

26 Mar 2012

Retirees caught in generation squeeze

From Equity Trustees

Many retiring baby boomers are facing a generation squeeze where they still have elderly parents to worry about as well as children who are financially dependent on them, says Mr

continue reading

10 Jan 2012

2012 to be a better year for advisers

From Equity Trustees

While advisers may think they have a lot to be depressed about, what with difficult operating conditions because of tough economic environment and continuing regulatory changes, they shouldn’t lose sight

continue reading

02 Dec 2011

Charitable foundations not only the preserve of the very wealthy

From Equity Trustees

While clients may like the idea of setting up a charitable foundation in the name of a loved one, which then makes donations to a charity or good cause forever,

continue reading

20 Oct 2011

FIRST 1...20 21 22 232425 LAST

Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]