New Compliance Plan Auditor appointed
to service RE business
Following a review of our operations to ensure we support our specialist responsible entity (RE) service offering to the best possible standards, Equity Trustees has appointed a single provider to manage the managed investment scheme (MIS) compliance plan audit program.
The move from multiple providers to a single provider following a tender process was to ensure consistent high quality audit processes as efficiently as possible from a time and cost perspective.
PricewaterhouseCoopers (PWC) has been appointed as the MIS compliance plan auditor for a period of three years replacing:
Deloitte Touche Tohmatsu
Ernst & Young
Grant Thornton Audit Pty Ltd
Equity Trustees is working with PWC and outgoing compliance plan auditors to make sure the transition is completed.
Equity Trustees is RE for more than 300 funds.
A list of impacted funds serviced under Equity Trustees Limited (ABN 46 004 031 298 AFSL 240975) is here.
A notification for trusts impacted under EQT Responsible Entity Services Ltd (ABN 94 101 103 011 AFSL 223271) is here.
Queries or questions about this change from Fund Managers, Investment Managers or Unit holders of the funds, can be directed to firstname.lastname@example.org.
Unit Holder Notification - Change in Scheme Compliance Plan auditor - Lakehouse and Harvest Lane 25 August 2022
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, Bendigo, Sydney, Brisbane, Perth, London and Dublin.
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.