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Everything from Equity Trustees

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

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

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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

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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

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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

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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

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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

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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

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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,

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26 Feb 2024

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In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
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CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]