Equity Trustees | Advisers

Equity Trustees

Individuals & Families
Individuals & Families

Since 1888 Equity Trustees has helped individuals and families grow, protect and transfer their wealth, across generations.
Direct Investors

Estate Administration

Estate Planning

Financial Advice

Philanthropy

Portfolio Management Services

Trusts

Trustee & Executor Services
Business Partners
- Advisers
- Legal Profession
Business Partners

Equity Trustees works closely with our partners to assist you in building stronger relationships between you and your clients.
Advisers

Legal Profession
Corporates and Fund Managers
Corporates and Fund Managers

Providing specialist corporate trustee services and independent funds governance services in Australia, the UK and Europe to international and Australian fund managers.
Fund Managers

Australia

United States

UK and Europe

Whats Involved

Corporate Trustee Services

Managed Fund

mFund Settlement Service

mFund Product Issuer Announcements

Investment Managers
Superannuation
Superannuation

Equity Trustees provides a range of flexible superannuation solutions for individuals and employers as well as Superannuation Trustee Services for corporate superannuation providers.
Superannuation Trustee Office

Members

Employers

Pension
Charities & Not-for-profits
Charities & Not-for-profits

As one of Australia’s largest independent trustee companies, Equity Trustees has been supporting charities and not-for-profit organisations since 1888.
Grants

Investment Mandate

Scholarships
Investor Centre
About Us
About Us

Equity Trustees was established as an independent Trustee and Executor company in 1888 and has become one of Australia’s largest specialist trustee companies.
Careers

Equity Trustees Foundation

Reconciliation Action Plan

Fees & Financial Services Guides

Media Centre

Stories that make us

Whats New

ASX Announcements

Media Releases

Insights

Videos

Podcasts

Search for all

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WHAT WOULD YOU LIKE TO DO?

Business Development Manager, Trustee & Wealth Services

Business Development Manager, Trustee & Wealth Services
SA, WA, TAS

Business Development Manager, Trustee & Wealth Services
QLD, NT

Business Development Manager, Trustee & Wealth Services
NSW, ACT

ManagedFunds

Managed Funds

mFund

mFund

Estate Planning

Estate Planning

Powers of Attorney

Powers of Attorney

Estate Administration

Estate Administration

Super and Pension Products

Super and Pension Products

Trusts_TrusteesServices

Trustee Services

TrusteeExecutor

Executor Services

CorporateTrusts

Corporate Trustee and Fund Services

Philanthropy

Philanthropy

SMSFs

SMSFs

Investment Wrap

Investment Wrap

mFund

Buy and sell units in selected unlisted managed funds through the mFund Settlement Service; an ASX initiative.

Significant Investor Visa

The Significant Investor Visa (SIV) may assist your international clients in migrating to Australia whilst benefiting the Australian economy. Search for SIV-compliant funds.

Investment Wrap
Equity Trustees offers two investment wrap products to simplify investment reporting.

Freedom of Choice Portfolio Service

simpleWRAP Investment Service

Managed Funds
Equity Trustees partners with international and Australian investment managers to provide specialist and award-winning managed funds. We offer a suite of funds covering all major asset classes including Australian and international shares, property trusts, fixed interest and cash.
Search Equity Trustees’ list of managed funds.

Business Partners