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Showing 41 - 50 of 500 results for "Equity Trustees"

Brandes launches first fund, taps Equity Trustees

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
Brandes Investment Partners has chosen Equity Trustees (EQT) to be the responsible entity (RE) partner for its inaugural global equities strategy in Australia. Brandes' Global Value Equity Fund is modelled on the Global Equity strategy, which has a ...

HUB24 reports record $136bn FUA

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... migrations during the period, net inflows were $15.8 billion. The takeover of custody and technology solutions from Equity Trustees (EQT) namely drove the migration amounts. About $1.5 billion was migrated from EQT in October 2024. Over FY24 and FY25 ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... Shield primarily through superannuation platforms, the trustees for which were Macquarie Investment Management and Equity Trustees Superannuation. "The investigation to date suggests that potential investors were called by lead generators and referred ...

ASIC targets advisers, platforms, research houses in super switching scams

KARREN VERGARA  |  THURSDAY, 3 JUL 2025
... value chain - from the lead generator to the financial adviser and super fund to platforms such as Macquarie and Equity Trustees - there is evidence of misconduct and the pocketing of commissions and incentive payments. "So, we are investigating every ...

Equity Trustees rapped over the knuckles by ASIC

JAMIE WILLIAMSON  |  THURSDAY, 19 JUN 2025
Equity Trustees was fined nearly $60,000 by the regulator for making misleading statements about the holdings of a sustainable bond fund. Equity Trustees agreed to pay three infringement notices totalling $56,340 over allegations it made misleading ...

Future Group confirms more mergers ahead, undertakes review

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... Smart Future Trust alongside the MLC Insurance Only product that currently sits inside an Insignia Financial fund. Equity Trustees serves as trustee of both the Smart Future and Zurich offerings and, following a review, decided Zurich members would be ...

Australian equity fund manager in a league of its own: Mercer survey

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... software business Bigtincan, along with more successful investments in terminal owner Dalrymple Bay and trustee Equity Trustees. New positions, meanwhile, have mostly come from the ranks of "larger, higher quality" companies, including "former market ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
The Shield Master Fund (SMF) has been terminated while its responsible entity Keystone Asset Management (KAM) has been appointed a new receiver and administrator. The troubled SMF was terminated on April 10 after the new receiver, Alvarez & Marsal ...

HUB24 sees record quarterly inflows of $4.9bn

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... migration. The platform provider said it is expecting an additional $900 million to be migrated in Q4 FY25 as the Equity Trustees (EQT) migration continues. This would bring the total EQT migrations over FY24 and FY25 to around $5 billion. Additionally ...

Talaria taps Equity Trustees as RE for three funds

ANDREW MCKEAN  |  TUESDAY, 1 APR 2025
Talaria Asset Management has appointed Equity Trustees as the responsible entity of its three global equity funds. The appointment covers the asset manager's dual access Talaria Global Equity Fund Complex ETF (Cboe: TLRA), the Talaria Global Equity ...