Article list

Everything from Equity Trustees

Superannuation might not be as tax effective after you die, Equity Trustees warns

From Equity Trustees

Superannuation is widely known as the most tax effective way to build wealth, but Equity Trustees warns estate planners to investigate the tax status of those receiving an inheritance via

continue reading

28 May 2024

What the budget means for equity investors

From Equity Trustees

Federal Budgets impact the stock markets in different ways. This Budget’s will impact equities , though to a limited extend compared to some others before it. The combination of income

continue reading

21 May 2024

Equity Trustees to take possession of ANZ’s will bank

From Equity Trustees

Nearly 6,000 wills together with related estate planning documents currently held by ANZ Group will be transferred to Australia’s leading specialist trustee, Equity Trustees, for management and safekeeping. This follows

continue reading

15 May 2024

Artificial Intelligence and other ESG regulation is on the way

From Equity Trustees

The launch of ChatGPT has led to heightened investor attention on generative AI over the past year and pushed AI regulation into the spotlight for governments around the world, notes

continue reading

19 Apr 2024

Equity Trustees super business gets new Board appointment and surpasses $60bn milestone

From Equity Trustees

Equity Trustees has announced the appointment of a new non-executive director to its superannuation trustee business as the business also surpasses the $60 billion funds under supervision (FUS) milestone. The

continue reading

13 Mar 2024

Australian Equities Reporting Season review

From Equity Trustees

Overall, relative to expectations, there were more earnings-per-share (EPS) beats than misses during the February reporting season. The ratio of beats to misses was broadly in-line with historic levels. Despite

continue reading

12 Mar 2024

Mason Foundation awards $1.4 million to fight Chronic Fatigue

From Equity Trustees

Approximately $1.4 million has been committed to support vital Australian research into Myalgic Encephalomyelitis / Chronic Fatigue Syndrome (ME/CFS). The Judith Jane Mason & Harold Stannett Williams Memorial Foundation (the

continue reading

05 Mar 2024

Transforming Equity Trustees delivers strong earnings uplift

From Equity Trustees

Underpinned by good organic growth Funds under management, administration and supervision at $183.5 billion, up 18% on the prior corresponding period (PCP). Revenue at $83.9 million, up 37% on PCP,

continue reading

26 Feb 2024

Clearview and Guild appoint Equity Trustees, expanding super trustee business

From Equity Trustees

The Equity Trustees independent super trustee business continues to grow following the announcement of two new clients at the outset of 2024. Equity Trustee has just been appointed the superannuation

continue reading

01 Feb 2024

Contemplating responsible investments? Key considerations for advisers

From Equity Trustees

Over the last 12 months we’ve seen ASIC clamp down on greenwashing, particularly amongst fund managers and their product offerings which has increased scrutiny on ‘true to label’ advertising and

continue reading

23 Nov 2023

FIRST 1 2 345 6 7 8...25 LAST

Earn CPD Points

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 [...]