All Articles tagged with 'Andrew Godfrey'

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Realm partners with Equity Trustees as Responsible Entity for inaugural listed income trust

From Equity Trustees

Realm Investment House, an Australian-based credit and fixed income manager, has partnered with Equity Trustees as the Responsible Entity for its newly launched Dominion Listed Income Trust 1 (ASX:DN1). Andrew

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12 Feb 2025

Ares appoints Equity Trustees as RE for new private markets fund

From Equity Trustees

Global alternative investment manager Ares Management Corporation (Ares) and its Ares Wealth Management Solutions (AWMS) platform have appointed Equity Trustees as the responsible entity for its newly launched Ares Private

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20 Dec 2024

Coller Capital selects Equity Trustees as RE for new Fund

From Equity Trustees

Coller Capital, a leading investor in the secondary market for private assets, has selected Equity Trustees to be the responsible entity of its new fund, the Coller Private Equity Secondaries

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05 Nov 2024

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

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

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

Hejaz Group launches Australia’s first ever Sukuk Active ETF on ASX

From Hejaz Financial Services

Hejaz Group, a leading global Islamic Finance provider, has launched Australia’s first ever Sukuk active exchange-traded fund (active ETF), enabling investors to access a Shariah-compliant bond alternative product for the

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02 Nov 2023

Wilson Asset Management selects Equity Trustees for inaugural unit trust

From Equity Trustees

Wilson Asset Management, an Australian investment manager for eight leading listed investment companies (LIC), has appointment Equity Trustees to be responsible entity for its new Wilson Asset Management Leaders Fund.

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25 Oct 2023

$50 billion milestone for Equity Trustees super business

From Equity Trustees

Leading independent super trustee Equity Trustees has surpassed the $50 billion in funds under supervision (FUS) milestone following the latest inflow to the portfolio of funds under its trusteeship. The

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21 Sep 2023

Equity Trustees to combine Super and Corporate Trustee businesses

From Equity Trustees

Equity Trustees (ASX:EQT) has announced it would combine its Superannuation Trustee Services (STS) and Corporate Trustee Services (CTS) businesses. The combined businesses, to operate under the Corporate and Superannuation Trustee

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14 Aug 2023

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 [...]