New appointment to Super Boards
Equity Trustees today announced the appointment of Jocelyn Furlan to the Equity Trustees Superannuation Limited (ETSL) and HTFS Nominees Pty Ltd (HTFS) Boards, which have oversight of one of the companies’ fastest growing trustee services – independent superannuation trusteeship.
The superannuation trustee business currently has oversight of 80bn of funds invested for more than 790,000 Australians, including a growing Small APRA Funds (SAF) service line. The portfolio includes $6bn FUM from the recent appointment as trustee of Perpetual’s superannuation products.
A highly regarded governance specialist, Ms Furlan is a former Chairperson of the Superannuation Complaints Tribunal and has held appointments on boards and committees including Aware Super, Vanguard Investments, Financial Counselling Australia, the Customer Owned Banking Association, Perpetual Superannuation Limited and Russell.
“Jocelyn brings significant superannuation industry experience as a practitioner, regulator and director. She has a deep understanding of relevant regulation, member experience and risk management, and will be a great addition to our highly experienced Boards” said Mick O’Brien, Managing Director, Equity Trustees.
“Given the digital transformation which has been taking place across our whole enterprise, including the superannuation part of the business, Jocelyn’s insights from her experience throughout other digital transformation programs will be invaluable to the work of the Boards.”
Ms Furlan, who holds law and commerce degrees and is a fellow of the Australian Institute of Company Directors, said: “I am delighted to be joining the Boards of ETSL and HTFS and look forward to contributing to great member outcomes and good governance of the funds under trusteeship.”
“On behalf of the Board and our team of leading superannuation trustee specialists, I welcome Jocelyn to Equity Trustees,” Mr O’Brien concluded.
Ms Furlan’s appointment is effective 1 April 2025.
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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, Adelaide and Perth.
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.