All Articles tagged with 'Mick O’Brien'

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New appointment to Super Boards

From Equity Trustees

Equity Trustees has announced the appointment of Jocelyn Furlan to the Equity Trustees Superannuation Limited (ETSL) and HTFS Nominees Pty Ltd (HTFS) Boards, which have oversight of one of the

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02 Apr 2025

Equity Trustees completes Australian Executor Trustees integration on time and on budget

From Equity Trustees

EQT Holdings Limited (ASX: EQT) (Equity Trustees), announced it had completed the integration of Australian Executor Trustees Limited (AET). The completion was marked by the conclusion of the Transition Service

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09 Dec 2024

Equity Trustees reports strong performance on all measures

From Equity Trustees

Strategic focus and transformative investments driving growth Funds under management, administration and supervision at $202.8 billion, up 26.7% on the prior year Revenue increased 23.1% to $174.0 million Underlying net

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23 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

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

Equity Trustees reports record-breaking $122 million in grants and bequests

From Equity Trustees

Leading philanthropic funding provider, Equity Trustees has announced a record year of granting, with the total value of grants exceeding the $122 million mark for the just the second time

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31 Aug 2023

Equity Trustees announces Superconcepts partnership for AET platforms business

From Equity Trustees

Equity Trustees (ASX: EQT) has announced a partnership with SuperConcepts to take on the clients of the platforms business of Australian Executor Trustees (AET), ensuring they will continue to receive

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28 Aug 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

Changing of the guard in Equity Trustees’ super business

From Equity Trustees

Australia’s leading independent specialist trustee company, Equity Trustees, has announced the appointment of Andrew Godfrey as Executive General Manager of the Superannuation Trustees Services business. Mr Godfrey replaces Mark Blair,

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15 Feb 2023

Equity Trustees completes Australian Executor Trustees acquisition

From Equity Trustees

EQT Holdings Limited (ASX: EQT) (Equity Trustees), have announced it had completed the acquisition of Australian Executor Trustees Limited (AET) from SFG Australia Limited, a wholly owned subsidiary of Insignia

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02 Dec 2022

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CPD: The Fragmentation Era
In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth [...]
CPD: Retirement income strategy choices
There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate [...]
CPD: Ethics and the advice practice
When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice. This article, proudly sponsored by [...]
CPD: Is your approach to client risk profiling putting you at risk?
Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by [...]
CPD: A new global order and implications for investors
The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled [...]