In 1888, Equity Trustees was established by a specific Act of Victorian Parliament.
By 1931, our revenue had grown 1000-fold and Joel Fox now employed a staff of 90. The company moved to new chambers at 472 Bourke Street; the site of Melbourne’s old Synagogue.
During the company’s long history, Prime Ministers, High Court judges and Governor-Generals have sat on our Board. Sir Robert G. Menzies was among them, sitting on the Board until he became Prime Minister in 1939.
During WWII and into the 1950s, Equity Trustees began dealing with many widows and their children. This marked a change of focus for the company and we began promoting our services to support families during their toughest times.
Equity Trustees took on Responsible Entity, distribution and relationship management for leading Australian and international investment managers.
In 2003, Equity Trustees acquired Wealthpac, later renaming it EquitySuper. Our super offering expanded to include a comprehensive offering of superannuation trustee services.
The acquisition of Lifetime Planning (established 1983) and Tender Living Care (established 1999) meant Equity Trustees could offer complementary aged care advice and placement services for elderly clients.
Acquired ANZ Trustees, which positioned Equity Trustees in the ASX 300.