News and Insights

Growth momentum continues as revenue exceeds $100m

Each year, the Equity Trustees Charitable Foundation (ECF) distributes more than $6m of charitable giving to for-purpose organisations.

Giving strategically with thought, purpose and impact doesn’t just happen – it takes time, consideration and research.

Hope Dyson discusses stewarding the multi-generational giving while remembering the Dyson Bequest 20 years of giving that has come before.

The structure that started contemporary giving-while-living in Australia, the Private Ancillary Fund (PAF) has just turned 20.

Australia is on the precipice of the largest intergenerational wealth transfer, with an estimated $2.6trillion to be transferred from baby boomers to younger Australians from 2021 to 2040. 

August 19 – 25, 2024 is Brain Injury Awareness Week. Our Health and Personal Injury team do an amazing job working with clients who live with brain injuries and their families and carers - so this week in August is particularly relevant to us and our business.

Home Consortium (HomeCo) has announced plans to list its new healthcare focused REIT, HealthCo Healthcare and Wellness REIT (ASX:HCW), on the ASX after successfully raising $650 million recently.

Australians still shy away from tough conversations about death: Equity Trustees

If you are one of the 10% of Australians who is part of a blended family or step-family, it is important to give careful thought to your estate plan to ensure no-one misses out, writes Marie Brownell, National Manager, Estate Planning, Equity Trustees.

Responding to strong demand from investors, Equity Trustees has partnered with Eight Bays Investment Management to create a new global fund that uses passive ETFs in an active way.