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News and Insights

How ethical decision-making saved vulnerable beneficiaries thousands

Emma’s* estate was marked by significant debt, legal complications and two vulnerable beneficiaries who were unable to advocate for themselves.

Video

Equity Trustees’ Grant Mundell talks philanthropic investment strategy with ausbiz

Grant Mundell, Investment Specialist at Equity Trustees, discusses with ausbiz the latest on designing investment strategies for charitable or philanthropic trusts

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From skateboarder to disability advocate: Matilda is on a roll

Matilda Wilson is redefining independence. With the support of Equity Trustees, the inspirational 18-year-old skateboarder, who lives with cerebral palsy, is encouraging other young people with a disability to back themselves.

Report

Equity Trustees Monthly Market Summary May 2026

May was characterised by a narrow, thematic rally centred on resources and AI-enabler exposures, alongside falling bond yields. Earnings revisions weakened locally but strengthened globally.

Equity Trustees takes on role in South Australian Firm Energy Reliability Mechanism

Equity Trustees is proud to be a part of a South Australian initiative to support secure, reliable electricity supply, and congratulates the South Australian Government on an important milestone in the project.

Independent superannuation trustee model has been highly successful – Equity Trustees

The superannuation platform market has been the most responsive sector of the superannuation industry in providing services to members and meeting their personal objectives, according to Australia’s leading independent trustee, Equity Trustees.

Equity Trustees Response to Treasury Consultation - Enhancing Member Protections in the Superannuation System

Equity Trustees strongly supports the Treasury consultation. We are encouraged to see the examination and consultation by Treasury and ASIC about the broader regulatory change agenda related to protecting the interests of ordinary Australians.

Equity Trustees Response to Treasury Consultation - Curbing Lead Generation Activity

Equity Trustees welcomes the Government’s consideration of options to address factors behind the collapse of the Shield and First Guardian Master Funds.

Why it’s worth revisiting these superannuation decisions

With the financial year drawing to a close, the weeks leading up to 30 June can provide an important opportunity to review your superannuation and consider how it supports your broader financial goals.

Statement on ETSLs intention to defend First Guardian ASIC proceedings

Equity Trustees advises that, earlier today, the Australian Securities and Investments Commission (ASIC) filed civil proceedings in the Federal Court, regarding the First Guardian Master Fund against Equity Trustees Superannuation Limited (ETSL), a subsidiary of EQT Holdings Limited.

Why defence stocks are no longer off the table for responsible investing

The world is changing, and responsible investing is adapting. Sectors once automatically excluded are no longer off the table for investment.