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    News and Insights

    Quoted managed funds
    Fund managers now have a cost-effective way to access the booming ASX retail investor market by quoting their unlisted managed funds on the exchange, that is, converting to “Quoted Funds”.
    Donations to disaster response trusts
    In January 2020 while the devastating summer bushfires were still burning, two charitable trusts were established by the Business Council of Australia (BCA) and Equity Trustees in a bid to create a way to securely collect funds in readiness for the recovery and rebuilding effort to come.
    Me and UooUoo celebrating with rainbow dreaming
    We’re a proud Principal Partner of Me and UooUoo: The Royal Children’s Hospital 150th Anniversary Art Trail.
    More to it than a signature
    It’s no easy job taking on the role and responsibility of attorney appointed under an Enduring Power of Attorney (EPOA) and in some cases, it’s difficult to know exactly what you can and can’t do as an attorney.
    A little bit of planning goes a long way

    An EPOA is one of the most important documents you can make in your lifetime.

    Foreign affairs

    A cautionary tale about executor appointments.

    What is probate and why does it take time
    When someone dies, before their estate can be dealt with a grant of probate is often required. 
    Being part of the household not enough for challenge
    There are many misconceptions about what factors will make or break a challenge to a Will.
    More than a client sharing what we can when we can
    While Equity Trustees had a great working relationship with not-for-profit Good Shepherd, we knew there was more we could do for some of their clients by offering our expertise pro bono.
    A family legacy of care joins the fight against COVID 19
    When Ray Houston established a charitable trust in his Will in memory of his parents he left instructions that the Trust, now valued at more than $1.6m, direct funding to health and medical causes. Little did he know it would become one of the essential funders of the fight against COVID-19.
    Covid 19 and the Challenges of a Validly Executed Will
    COVID-19 has dramatically altered the way that estate planning lawyers conduct business.