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Everything from Equity Trustees

simpleWrap launches flat fee wrap with full service

From Equity Trustees

Flat fee WRAP service launch simpleWRAP today launched a full service administration wrap offering a simple and fully transparent pricing model – a flat fee irrespective of account balances –

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01 Jul 2011

Retirement can lead to a feeling of abandonment

From Equity Trustees

It is increasingly recognised that the need for financial advice grows rather than declines in retirement. Yet many baby boomers will find that their financial adviser will also retire at around

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06 Jun 2011

Focus on investor compensation overlooks protection

From Equity Trustees

Events such as the recent Trio compensation debate and last week’s release of ASIC research findings on the effects on investors of lack of compensation suggest that prevention and protection

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23 May 2011

SMSF may be unhealthy if over-exposed

From Equity Trustees

Reports about severe problems caused to some self-managed superannuation fund (SMSF) members by the lack of government compensation for SMSFs that invested in Trio funds such as the Astarra Strategic

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18 Apr 2011

EQT appoints new head of wealth management business

From Equity Trustees

Continuing the strategy of strengthening and reorganising operations, Mr Robin Burns, managing director of Equity Trustees Limited (EQT), has announced the appointment of Mr Philip Galagher as head of its

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22 Mar 2011

Responsible Entity licensing needs review – not just financial requirements

From Equity Trustees

While the release of a consultation paper on financial requirements for Responsible Entities by ASIC yesterday (September 30) is a positive step, more needs to be looked at to protect

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01 Oct 2010

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]