Equity Trustees was established as an independent Trustee and Executor company for more than 145 years and has become one of Australia’s largest specialist trustee companies.
Equity Trustees has announced it will deliver $3.4 million in additional funding to the National Foundation for Medical Research and Innovation (NFMRI), Monash Partners and the Mater Foundation.
Equity Trustees leveraged the power of intelligent automation to dramatically improve client service and business processes and, in doing so, gained many of the tools needed to continue operating seamlessly when COVID-19 arrived.
Phing Lee (CIO) and Rahul Tyagi (Business Improvement Manager) talk about the latest tech adaptation in a company which has gone from horse and cart technology (when it was established in 1888) to the benefits of the integration of robotics (AI).
Oxfam Australia works with vulnerable and marginalised communities across the world to tackle poverty and injustice. They believe all lives are equal and no-one should live in poverty.
As ASIC’s Design and Distribution Obligations (DDO) and Product Intervention Powers (PIP) RG 274 come into force next month (5 October), leading trustee Equity Trustees has acknowledged the industry-wide push to meet the deadline.
It took rare negotiation skills to resolve a property dispute complicated by a range of unlikely tenants, including crocodiles, dingos, snakes and exotic birds.
When a father failed to tell his son that he was leaving half his estate to other relatives, the consequences were almost disastrous, until Equity Trustees stepped in.
It’s a natural reflex to want to support our own communities. For many Australian philanthropists “charity begins at home” is the starting point for their giving intentions.