Some of the key factors informing our market outlook.

Strategic philanthropy involves understanding your family’s giving objectives and desired outcomes, which is usually done through considered conversation with your family and trusted peers. It also requires an understanding of the wider eco-system. To map how

As the professional trustee of your giving vehicle, Equity Trustees’ duty as a fiduciary is to ensure it is governed well and compliant with all the relevant laws and regulations.

Part of our role at Equity Trustees is to ensure that your sub-fund or perpetual charitable trust is compliant with all the relevant laws and regulations and to stay up-to-date with regulatory changes. the following have taken place in recent months.

For every Philanthropist, the start of a new calendar year means decisions need to be made about charitable distributions to ensure the the 30 June deadline is met.

As Australia continues to face ongoing challenges, Equity Trustees is committed to supporting the for-purpose sector to reshape and rebuild.  This commitment includes looking at new approaches to funding and facilitating more philanthropy.

Australia’s leading trustee company, Equity Trustees (ASX:EQT), has continued the expansion of its asset management team with the appointment of a responsible investing lead – a newly created role reflecting its continuing commitment to investment in this area and the evolving expectations of clients.

When the coronavirus pandemic shut down HeartKids’ face-to face hospital and community support for people impacted by congenital heart disease (CHD), actor Gyton Grantley came to their rescue.

Daniel Raumer wasn’t a friend or colleague of Charles Viertel. But a chance meeting with his fellow Queenslander – who bequeathed more than $60 million to medical research in 1992 – was enough to spark Dan’s own philanthropic journey.

Ecofin Advisors Limited, a leading UK based sustainable investment firm has launched a second Global Equity fund in Ireland, the Ecofin Global Renewables Infrastructure UCITS Fund.

Australia’s leading trustee company, Equity Trustees, has appointed Samantha Einhart as Company Secretary.

Most of us create a large digital footprint in our lifetimes – online banks, social media, subscriptions, online share trading and emails, to name just a few. How would your family cope with what to do with it all, if you were no longer around?