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Showing 1 - 10 of 61 results for "Australian Executor Trustee"

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
MSC Trustees has acquired Certane Corporate Trust, the fund administration and corporate trustee business formerly owned by the now-defunct Sargon Capital. Following the transaction settlement on January 12, MSC Trustees now has some $30 billion in ...

Insignia Financial promotes two key staffers

ELIZABETH FRY  |  MONDAY, 4 SEP 2023
Insignia Financial has named a state manager for New South Wales, as well as a new national manager for multi-asset investments. Firstly, Andrew Rockliff has started a new job as state manager for New South Wales. He was promoted from national sales ...

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
Equity Trustees has inked a deal with SuperConcepts to ensure the clients of Australian Executor Trustees' platforms business continue to receive specialist administration services. When EQT acquired AET from Insignia Financial last year, it flagged ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
Following the recent decision to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results ...

Equity Trustees combines super, trustee arms

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2023
Equity Trustees is merging its superannuation and corporate trustee services divisions, creating a $150 billion business. The group said the two divisions share many similarities, meaning "it makes good commercial sense to bring them together." All ...

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
Neil Sparks will become the new head of membership and corporate development for the SMSF Association, effective May 1. Sparks currently serves as head of policy and technical services at BT, a tenure he has held for over 15 years. As a fellow of the ...

AET divestment drives Insignia profit gain

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
Insignia Financial recorded a 67% increase in net profit after tax for the first half, while also seeing a drop in its funds under management and administration of $5.5 billion. Reported to the ASX today, Insignia's NPAT was $45.1 million, a significant ...

Equity Trustees records solid 1H23 result

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
Equity Trustees investors will receive an interim dividend of 49c a share after it reported a 12% increase in revenues for the first half, helped along by the acquisition of Australian Executor Trustees. EQT recorded $62.8 million in revenues, up 12.3% ...

CountPlus appoints new chief risk officer

ANDREW MCKEAN  |  MONDAY, 20 FEB 2023
CountPlus has appointed a new chief risk officer from Australian Executor Trustees (AET). CountPlus appointed Lisa Chambers, with the company saying she brings significant commercial risk expertise and a strategic mindset. Previously a general manager ...

Divestments impact Insignia FUMA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
Insignia Financial reported an increase in funds under management and administration (FUMA) in Q2 FY23 despite divesting from JANA and AET. Insignia FUMA was $285.1 billion as at 31 December 2022, an increase of $7.4 billion (+2.7%) on a continuing ...
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