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FIIG Securities selects Equity Trustees for new Monthly Income Fund

From Equity Trustees

FIIG Securities, one of Australia’s largest independent fixed income providers, has appointed Equity Trustees to be the responsible entity of its new fund, the FIIG Monthly Income Fund. Andrew Godfrey

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31 Oct 2024

Why set up an ongoing charitable trust rather than a regular trust before you die?

From Equity Trustees

While Australians are generous with their money while they are alive, they are missing the opportunity to keep on giving when they have passed away, sometimes even leaving their inheritance

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17 Sep 2024

Family home: no death taxes, but avoid the CGT trap

From Equity Trustees

While it might be widely known that selling the family home is capital gain tax (CGT) exempt, this might not be the case after you die – and your next

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06 Sep 2024

Wicking Trust opens national grant round – to ‘bring death back to life’

From Equity Trustees

The largest trust in the country dedicated to improving the experience of ageing for Australians, the Wicking Trust, has opened a national grant round focussed on ‘Bringing death back into

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29 Aug 2024

Equity Trustees reports strong performance on all measures

From Equity Trustees

Strategic focus and transformative investments driving growth Funds under management, administration and supervision at $202.8 billion, up 26.7% on the prior year Revenue increased 23.1% to $174.0 million Underlying net

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23 Aug 2024

Equity Trustees appoints new CRO to begin in September

From Equity Trustees

Equity Trustees have announced the appointment of Nevein Versace as Chief Risk Officer (CRO); she replaces the highly regarded outgoing CRO Owen Brailsford who leaves the business after five years

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21 Aug 2024

Woodbridge Capital appoints Equity Trustees as Trustee

From Equity Trustees

Woodbridge Capital, an investment manager and non-bank lender, has appointed Equity Trustees as the Trustee of the Woodbridge Private Credit Fund. Earlier this year, Equity Trustees was appointed as the

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16 Aug 2024

Productivity Commission Philanthropy Report to make giving easier

From Equity Trustees

Equity Trustees (ASX:EQT) has welcomed the Commonwealth Government’s much-anticipated release of the Productivity Commission’s philanthropy recommendations for Australians. In FY23 Equity Trustees was responsible for distributing more than $122 million of

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24 Jul 2024

Recent fund launches: global fixed income popular

From Equity Trustees

Australia’s leading trustee company is setting the pace for digital innovation in governance. Of the latest 100 funds launched into the Australian investment market by leading independent responsible entity Equity

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18 Jul 2024

Equity Trustees implements Australian-first AI content compliance system

From Equity Trustees

Equity Trustees has an Australian first with the implementation of Artificial Intelligence (AI) that enables seamless streamlining of compliance requirements across written text, audio, video and images. Australia’s leading trustee

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17 Jul 2024

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