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Showing 31 - 40 of 210 results for "Trustee services"

ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... the deal, ANZ Private Bank will now refer clients to Equity Trustees should they require estate planning and trustee services. The Equity Trustees Will bank now holds the estate planning documents of more than 200,000 Australians. Many of the clients ...

Equity Trustees scores Woodbridge mandate

ELIZA BAVIN  |  MONDAY, 22 APR 2024
... fund, the Woodbridge Secured Income Fund. Equity Trustees executive general manager, corporate and superannuation trustee services Andrew Godfrey said he is delighted to have been chosen to be the responsible entity for the fund. "We look forward to ...

Lombard Odier brings plastic circularity fund down under

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2024
... investment solutions such as this. Meantime, Equity Trustees executive general managers, corporate and superannuation trustee services Andrew Godfrey said: "We are pleased to be appointed as the responsible entity role for the LOIM Plastic Circularity ...

EQT winds up Mirae Asia equity fund

CHLOE WALKER  |  FRIDAY, 9 FEB 2024
... longer believes the fund will be able to meet its investment objective," EQT executive general manager, corporate trustee services Australia Russell Beasley said. The fund, launched in December 2012, aimed to achieve long-term capital growth by investing ...

Equity Trustees adds more super fund clients

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... products. ​"This appointment reaffirms Equity Trustees as the foremost provider of independent superannuation trustee services in Australia."

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... Executor Trustees (AET) corporate trust business for $51.6 million. That year, Sargon also acquired OneVue's trustee services business - comprising Diversa Trustees, Tidswell Financial Services and CCSL for $45 million. It also took over Madison ...

EQT operations, finance chief steps down

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... ASX-listed firm recently said that it made "good commercial sense" to merge its superannuation and corporate trustee services divisions to create a $150 billion business. All decision-making for each licensed entity will remain separate and the financial ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... insurance and asset protection advice, business succession planning, private banking and commercial finance, trustee services, tax planning, cash flow planning, and debt management. "HNW clients aren't looking for an adviser to 'hand them off' to other ...

Currency hedging solution launched for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2023
... USD easily and cheaply, Rochford added. Equity Trustees executive general manager, corporate and superannuation trustee services Andrew Godfrey said: "We are excited to be selected as the trustee for this new offering by Rochford and look forward to ...

Future Super acquires GuildSuper

JAMIE WILLIAMSON  |  WEDNESDAY, 1 NOV 2023
... time, culminating yesterday when the Victorian Supreme Court approved the transition of GuildSuper from Guild Trustee Services to Equity Trustees, which Future Group moved to in July. The deal is expected to close in December, at which time Future Group ...