International equities round out mFund offering

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Equity Trustees (EQT) and its investment manager partner Dundas Global Investors (Dundas) have made the EQT Dundas Global Equity Fund available on the mFund Settlement Service, bringing the number of co-branded funds distributed through Equity Trustees to 15. The mFund Settlement Service is an ASX initiative that allows investors to buy and sell units in

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ASX mFund settlement service gains traction

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Equity Trustees is starting to see traction in transactions on the mFund Settlement Service, with applications for PIMCO and Armytage Private Funds being made through Baillieu Holst recently, says Mr Harvey Kalman, Equity Trustees’ Head of Corporate Fiduciary & Financial Services. The mFund Settlement Service is an ASX initiative that allows investors to buy and

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New appointments to wills and estate planning team meet increased business demand

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Growth in demand for its wills and estate planning business has seen Equity Trustees appoint two new recruits. Ms Catherine Elversson and Mr Andrew Woods have been appointed as estate planning solicitors reporting to Anna Hacker, national manager estate planning. They will be based in Sydney and Melbourne respectively. Ms Elversson comes from a private

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Retail investors and SMSFs set to benefit from ASX mFund settlement service

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Equity Trustees and its award winning investment manager partners PIMCO, LaSalle and SG Hiscock & Company have made 14 funds available on the mFund settlement service, with more set to follow. The mFund Settlement Service is an ASX initiative that allows investors to buy and sell units in selected unlisted managed funds (mFunds), through a

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Focus on dividends set to remain despite tough budget

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Investors will need to prepare for their retirement, regardless of the tough measures brought down in the Federal budget, and the focus on dividends is set to remain a feature of pre and post retirement planning, says Equity Trustees chief investment officer, George Boubouras. “The current economic and political conditions only serve to drive additional

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R.M. Ansett Trust gives $300,000 for children and youth

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The R.M. Ansett Trust has announced grants totalling $300,000 to support children and young people in Victoria. The charitable trust established by Sir Reginald Ansett has the objective of “assisting children to take their place in life”.  Grants have been awarded to a range of charities including SHINE for Kids, Scope (Vic) and Good Beginnings

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Equity Trustees acquires ANZ Trustees

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Listed financial services organisation Equity Trustees Limited (EQT) has agreed to acquire 100 per cent of ANZ Trustees (ANZT) for $150 million. The acquisition will be funded by an equity raising and will further enhance EQT’s position as a leading provider of trustee, investment and administration services. The acquisition will bring a significant increase in

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Advisers and clients looking for global equities options

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With growing interest in global equities from Australian investors, the Equity Trustees Dundas Global Equity Fund is now available for investment on the BT Wrap and Asgard platforms. The fund, which takes a long-only position in 60 to 70 companies with a minimum market cap of US$1 billion, is managed by Edinburgh-based Dundas Global Investors

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Equity Trustees expands asset management team

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Listed financial services company Equity Trustees Limited has created the position of investment portfolio manager in its asset management business, and appointed James Buckley to the role. Mr Buckley will work closely with Equity Trustees’ advice and personal services team and his responsibilities will include communicating with private clients as well as wealth management partners

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Equity Trustees distributes over $14.5 million as demand from charities soars

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Equity Trustees distributed more than $14.5 million last year to charities on behalf of the 206 charitable trusts it manages, following the directions and wishes of the trusts’ founders. The charitable trusts managed by Equity Trustees total more than $490 million in value and are comprised of private ancillary funds, public ancillary funds (including the

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