News and Insights

Valentines Day for de facto and same sex couples: Get a Will

Red roses and candlelit dinners may be the traditional way to celebrate Valentine’s Day, but a more useful way to demonstrate deep commitment to your partner is to talk about an estate plan, says Equity Trustees National Manager – Estate Planning, Anna Hacker.

Equity Trustees appoints research and evaluation manager

Equity Trustees has appointed Ms Emma Pritchard to the newly created position of research and evaluation manager, clearly signalling the Company’s firm commitment to growing private philanthropy in Australia.

New year new Will: Estate planning tips for 2016

New year financial resolutions are common at this time of year, but one overlooked yet important action to take is to sort out Wills and estate plans, says Anna Hacker, National Manager – Estate Planning at Equity Trustees.

Equity Trustees Preliminary Half Year Result

EQT Holdings Limited (ASX: EQT) today announced that subject to audit review, its operating profit before tax for the six months to 31 December 2015 is anticipated to be in the range of $13.7 - 14.2m.

Equity Trustees reviews corporate trustee services strategy - SG Hiscock takes on retail distribution

Following a strategic review of retail distribution at both Equity Trustees and SG Hiscock & Company (SGH), the businesses have made the joint decision that retail distribution for all SGH and LaSalle funds, previously managed by Equity Trustees, will transition to SGH.

EQT Holdings Limited Appoints New Company Secretary

Equity Trustees (EQT Holdings Limited) announces that Ms Carmen Lunderstedt has been appointed as Company Secretary effective 29 January 2016.

Regulatory Capital Requirements

Further to previous announcements regarding regulatory capital requirements and a more efficient capital funding structure, EQT Holdings provides the following update.

Equity Trustees Limited - Equity Trustees transforms superannuation trustee services business

Equity Trustees has implemented wide ranging changes to their superannuation trustee services business, which is currently trustee for a number of superannuation funds, to position the business for growth.

David Groves Retires from Equity Trustees Board

Equity Trustees today announced the retirement from the Board of its Deputy Chairman, Mr David Groves, after 15 years’ service. Mr Groves joined the Board in November 2000.

Implementation of Scheme of Arrangement

EQT Holdings Limited (EQT Holdings) and Equity Trustees Limited (Equity Trustees) are pleased to announce that the implementation of the Scheme of Arrangement between Equity Trustees and its shareholders (Scheme) occurred today.

AMIT legislation welcome

The tabling of the Attribution Management Investment Trust Bill (AMIT) in parliament today is to be welcomed as a significant step to help Australian funds compete internationally, says Harvey Kalman, Executive General Manager Corporate Trustee Services, with Equity Trustees.

Notice of Admission and Commencement of Official Quotation

EQT has entered into an implementation agreement with EQT Holdings Limited (the "Company"), the purposes of which is to facilitate the restructure to be implemented by a scheme arrangement between EQT and its shareholders ("Scheme").