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News and Insights

How adaptive surfing has changed Bailey's life

Bailey’s life was radically changed when he was struck down by a car while riding his bicycle at just 15 years of age.

Article

Bolstering regional Australians fight against blood cancer

The Leukaemia Foundation’s Regional, Rural and Remote (RRR) Blood Cancer Control Program is set to tackle the challenge of providing timely blood cancer diagnosis and support to Australians living outside of capital cities.

Webinar

A Webinar for Investors EQT Mortgage Income Fund Explained

A family dispute led to a 50 000 tax bill until Equity Trustees talked to the ATO

The family home is often the centre of wealth. It was no different for Barbara, who left her home to her four children.

Article

How an inheritance and a tax bill helped build an enduring philanthropic legacy

Rosemary may not have had children, but family and the community were important to her. So when her uncle became ill, she didn’t hesitate to take time off work to look after him.

Article

How an independent trustee ended a family feud

Testamentary trusts are a way to create flexibility and discretion when distributing assets to beneficiaries. But when a family member is also given the responsibility to act as trustee, it can create issues.

Second sight The power of a review

The law is complex. It changes over time and relies on interpretation. And sometimes the weight of those changes can be costly depending on which side of the ledger they fall.

Article

When will a crime invalidate a will

An often-asked question is whether committing a crime or having criminal record can impact a Will or other elements of the estate planning process.

Video

Darren Thompson speaks with Ausbiz TV

Equity Trustees' own Chief Investment Officer, Darren Thompson delves into what's instore for the global economic growth, in light of Donald Trumps election win.

Report

Spectrum Strategic Income Fund Monthly Summary October 2024

Article

A helping hand during times of tragedy

The death of a child is a profound and painful experience. It produces an intense grief greater than that experienced following the death of a spouse or parent, according to studies.

Article

Band of brothers How Equity Trustees reintroduced lost siblings

When Kyle and Mason’s dad remarried and started a new family, it set in chain an unintended series of events that caused a family estrangement that lasted decades.