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Showing 51 - 60 of 512 results for "Equity Trustees"

HUB24 reports record inflows, user growth

JAMIE WILLIAMSON  |  TUESDAY, 19 AUG 2025
... inflows over the year, $4 billion of which came from large migrations. In the year, $5.3 billion was migrated from Equity Trustees and $1.3 billion came across when it took over ClearView WealthFoundations. Statutory net profit after tax was recorded ...

Commonwealth Super names chief risk and compliance officer

MATTHEW WAI  |  MONDAY, 18 AUG 2025
Commonwealth Superannuation Corporation (CSC) has welcomed a chief risk and compliance officer, hiring from Equity Trustees. Nevein Versace has commenced in the role. She was most recently Equity Trustees' group executive and chief risk officer. In ...

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 ...