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Showing 81 - 90 of 651 results for equity trustees/

Crescent Wealth misreports indirect costs, breaches regulatory standards

ANDREW MCKEAN  |  MONDAY, 28 NOV 2022
Equity Trustees, the trustee of Crescent Wealth Superannuation, has said the fund's estimated costs weren't calculated or disclosed correctly, breaching regulatory standards. The finding follows a review by Equity Trustees, of the fund's ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... Goldman Sachs had several failures in relation to two mutual funds and one separately managed account within the Fundamental Equity group. These were the Goldman Sachs ESG Emerging Markets Equity Fund, Goldman Sachs International Equity ESG Fund and ...

Super is enabling private market democratisation: PGIM

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
... has certainly been the case this year." According to APRA, MySuper funds allocated approximately 20% of assets to private equity, unlisted property and unlisted infrastructure, on 31 December 2021. Looking abroad, since 2001, US pensions have doubled ...

Chalmers gives Equity Trustees green light on AET

CHLOE WALKER  |  TUESDAY, 15 NOV 2022
After months of waiting, Equity Trustees has received ministerial approval to officially acquire Insignia Financial's Australian Executor Trustees (AET). Approval by treasurer Jim Chalmers was a condition precedent to completion of the $135 million ...

Hejaz launches Sharia-compliant ETFs

CHLOE WALKER  |  MONDAY, 17 OCT 2022
... and their failure to meet financial thresholds relating to debt, liquidity, and income. The group has appointed Equity Trustees as RE for both of the funds. Hejaz chief operating officer Muzzammil Dhedhy said: "While Islamic ETF products are widely available ...

GQG Partners awards RE mandate

CASSANDRA BALDINI  |  MONDAY, 10 OCT 2022
GQG Partners has appointed Equity Trustees as the responsible entity (RE) for its new dividend income fund. The Global Quality Dividend Income Fund aims to provide a rate of return exceeding the MSCI ACWI High Dividend Yield ex Tobacco AUD Index. It ...

Equity Trustees wins AEMO mandate

CHLOE WALKER  |  FRIDAY, 23 SEP 2022
Australian Energy Market Operator (AEMO) Services has appointed Equity Trustees as financial trustee under the NSW Electricity Infrastructure Roadmap. The Roadmap, established by the state government, is working towards the goal of 12GW of new renewable ...

ASIC concerns see 18 funds update advertising materials

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2022
... Income Fund and the ASCF High Yield Fund; Balmain Fund Administration and the Balmain Discrete Mortgage Income Trust; CFMG Equity and Income Funds Limited and the CFMG First Mortgage & Income Fund and the CFMG Land and Opportunity Fund; and CTSP Funds ...

Insignia Financial profits jump 59% to $234.5m

CASSANDRA BALDINI  |  THURSDAY, 25 AUG 2022
... 20. As recently announced the sale of its Australian Executor Trustees (AET) business to EQT Holdings Limited (Equity Trustees) was executed for $135 million, with completion expected by end of 2022. Commenting on the transaction, Mota said: "We are ...

Equity Trustees celebrates new mandate

CHLOE WALKER  |  TUESDAY, 23 AUG 2022
Equity Trustees will become the responsible entity partner of Tanarra Credit Partners' new TCP Private Debt Income Fund. The TCP Private Debt Income Fund aims to provide investors attractive risk-adjusted returns with a focus on capital preservation ...