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News and Insights

Update on proposed acquisition of Australian Executor Trustees

EQT Holdings Limited (ASX:EQT) (“Equity Trustees”) today confirmed it has now received the Ministerial Approval required to acquire Australian Executor Trustees Limited (“AET”).

$4.575 million has been committed to support eight Australian researchers – three of which were awarded the prestigious annual Sylvia and Charles Viertel Charitable Foundation Senior Medical Research Fellowships.

The fight against financial elder abuse

Identifying elder abuse through the cloak of family kindness is a skill that can save an older person’s estate and protect their life.

Family matters Navigating sprawling estates tax bills and claims

The sudden onset of illness and complicated family dynamics left a large estate in financial disarray.

Transformative integration underway for Equity Trustees and AET

Back in August, we announced the acquisition of Australian Executor Trustees (AET). By 1 December the AET company, established in 1880, will become a part of the Equity Trustees group of companies.

Grand designs How a change of plans ensured the sale of a pricey property and protected an estate

The value of a heavily indebted home almost came crashing down after the owner died suddenly.

How a 20 year client relationship helped one family cope with death and lockdown

A pandemic-inspired lockdown created new challenges when managing an estate, but Equity Trustees provided much needed guidance.

Reliving family of burden and making tough decisions

Trusts and toy guns: why an independent trustee can better target support

Managing money on the spectrum

The right support can make all the difference for people in the autism community.

Binding financial agreements

Watch your step when it comes to pre and post nuptial binding financial agreements

A tragic death but an honourable farewell

How Equity Trustees ensured one estate planning client’s final wishes were fulfilled.