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News and Insights

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.

Article

How a Special Disability Trust helped Jary enjoy a better quality lifestyle

Jary had his share of challenges in life. His Down syndrome caused an array of health issues, as well as limiting his communication to non-verbal means such as gestures.

Report

EQT Monthly Market Summary October 2024

Article

The Urbach Prize and Scholarship Winner Announced

The Urbach is designed to encourage exploration of Australian landscape painting by contemporary artists.

Coller Capital, a leading investor in the secondary market for private assets, has selected Equity Trustees to be the responsible entity of its new fund, the Coller Private Equity Secondaries Fund.

FIIG Securities, one of Australia’s largest independent fixed income providers, has appointed Equity Trustees to be the responsible entity of its new fund, the FIIG Monthly Income Fund.