Skip to Content

    News and Insights

    The fight against financial elder abuse
    Identifying elder abuse through the cloak of family kindness is a skill that can save an older person’s estate and protect their life.
    Family matters Navigating sprawling estates tax bills and claims
    The sudden onset of illness and complicated family dynamics left a large estate in financial disarray.
    Transformative integration underway for Equity Trustees and AET
    Back in August, we announced the acquisition of Australian Executor Trustees (AET). By 1 December the AET company, established in 1880, will become a part of the Equity Trustees group of companies.
    Grand designs How a change of plans ensured the sale of a pricey property and protected an estate
    The value of a heavily indebted home almost came crashing down after the owner died suddenly.
    How a 20 year client relationship helped one family cope with death and lockdown
    A pandemic-inspired lockdown created new challenges when managing an estate, but Equity Trustees provided much needed guidance.
    Reliving family of burden and making tough decisions
    Trusts and toy guns: why an independent trustee can better target support
    Managing money on the spectrum
    The right support can make all the difference for people in the autism community.
    Binding financial agreements
    Watch your step when it comes to pre and post nuptial binding financial agreements
    A tragic death but an honourable farewell
    How Equity Trustees ensured one estate planning client’s final wishes were fulfilled. 
    Treasurer Jim Chalmers delivered his first budget last night. Here are a few items that caught the eye of our specialist Tax team:
     
    Supporting Flood Communities
    Our thoughts are with those impacted by flooding across Australia – and the reports of more to come. There are ways you can help.
    Attached is a copy of the addresses to be given by the Chair and the Managing Director and the presentation for the EQT Holdings Limited’s (EQT) Annual General Meeting.