The Equity Trustees independent super trustee business continues to grow following the announcement of two new clients at the outset of 2024.
Equity Trustees has just been appointed the superannuation trustee of Clearview Retirement Plan as well as Guild Retirement Fund; Guild Super, the super fund for the pharmacy and childcare industries, transitioned to Equity Trustees as part of existing client Future Group’s acquisition of Guild’s superannuation business in December 2023.
In total the two funds will add an additional $5bn in funds under supervision, and it means the leading trustee will now have responsibility and oversight of those funds for an additional 110,000 super fund members.
General Manager Client and Strategic Planning at Equity Trustees David Warren said he is pleased that so many Australian superannuation funds have made the decision to trust Equity Trustees with this important governance responsibility.
“We are honoured that now 14 super funds have engaged us as their independent trustee and trusted partner supporting them by overseeing the management of products and funds for nearly 800,000 members with around $59.8bn of funds under supervision,” he explains.
“We see it as testament to the benefits of having an independent trustee which sits at arm’s length to the commercial and operational aspects of managing a superannuation fund and its products.”
“This appointment reaffirms Equity Trustees as the foremost provider of independent superannuation trustee services in Australia,” Mr Warren concluded.
More about Equity Trustees Superannuation Trustee services is available at: www.eqt.com.au/superannuation
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Equity Trustees was established in 1888 for the purpose of providing independent and impartial Trustee and Executor services to help families throughout Australia protect their wealth. As Australia’s leading specialist trustee company, we offer a diverse range of services to individuals, families and corporate clients including asset management, estate planning, philanthropic services and Responsible Entity (RE) services for external Fund Managers. Equity Trustees is the brand name of EQT Holdings Limited (ABN 22 607 797 615) and its subsidiary companies, publicly listed company on the Australian Securities Exchange (ASX: EQT) with offices in Melbourne, Adelaide, Sydney, Brisbane and Perth.