Equity Trustees signals growth intentions as it celebrates 125 years of operation

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As Equity Trustees Ltd marks the 125th Anniversary of the founding of the company, it remains committed to expanding its services and bringing them to a wider client base, says

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Aged care reforms require careful planning

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The Aged Care reforms due to come into effect on 1 July 2014 will require a new approach to aged care provider payments, and advisers can play a key role

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Managing risk in a portfolio through fixed interest

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Advisers seeking to provide clients with other options to term deposits need to assess alternatives that offer a combination of liquidity, yield, capital stability and reduced risk, and in particular

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EQT expands private wealth services business

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As part of its strategy to further strengthen its private wealth services business, Equity Trustees Limited (EQT) has created the role of National Manager – Advice and Personal Services, recruiting

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Equity Trustees’ Bidder’s Statement for Trust Company offer

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Following its Announcement on 21 February 2013 of an Offer to acquire The Trust Company Limited, Equity Trustees Limited (ASX: EQT) has lodged its Bidder’s Statement with ASIC and has also

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Advice for life needs embracing

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Planners need to embrace the concept of ‘Advice for Life’, both to add value to their business and help clients better manage their retirement, says Geoff Rimmer, head of private

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Equity Trustees appoints key account manager

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Listed financial services company Equity Trustees Limited (EQT) has appointed Ron Grima as QLD key account manager. In the role, Mr Grima will be responsible for maintaining and developing relationships

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Care needs long term planning

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When discussing the capital needed for a comfortable retirement, the likely cost of aged care needs to be included in the planning, warns Philip Galagher, head of wealth management at

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Risk averse investors face capital erosion

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Shaun Manuell, head of asset management at Equity Trustees Limited, says it is of concern that current commentary about the investor shift to bank deposits does not highlight the capital

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Retirees caught in generation squeeze

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Many retiring baby boomers are facing a generation squeeze where they still have elderly parents to worry about as well as children who are financially dependent on them, says Mr

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