2025 ANNUAL REPORT
The year 2025 was one of delivery for all stakeholders, with consistent and trusted service to our clients and beneficiaries.
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Horizon June 2025
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In our latest edition of Horizon, we celebrate 10 years of the Rigg Design Prize and share how Australia’s oldest film festival transforms the hearts and minds of communities and other arts stories.
Find out moreIn our latest edition of Horizon, we celebrate 10 years of the Rigg Design Prize and share how Australia’s oldest film festival transforms the hearts and minds of communities and other arts stories.
Trusted for more than 145 years
Equity Trustees, established as an independent Trustee and Executor company more than 145 years ago, has become one of Australia’s largest specialist trustee companies.
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Snapshot
Edition 5
Read the highlights of how we've worked alongside our indigenous communities, through our community trusts, philanthropic granting and our corporate partnerships.
Find out moreRead the highlights of how we've worked alongside our indigenous communities, through our community trusts, philanthropic granting and our corporate partnerships.
What's new
Equity Trustees advises that civil proceedings in respect of the Shield Master Fund were filed today against Equity Trustee Superannuation Limited (ETSL), a subsidiary of EQT Holdings Limited, by the Australian Securities and Investments Commission (ASIC) in the Federal Court.
Watch Equity Trustees Holdings investor presentation webinar.
Completion of three-year strategic project agenda marks a turning point
EQT Holdings Limited (ASX:EQT) refers to the finding of the Western Australian Charitable Trusts Commission report concerning the Noongar Charitable Trust tabled in the Parliament of Western Australia on 12 August and reported on today.
Equity Trustees has been appointed Responsible Entity for the newly launched T. Rowe Price Global Structured Research Equity Fund in Australia, continuing a long-standing partnership that has seen more than 10 funds established over 18 years.
Australia has been ranked the fourth most generous country among 119 countries, with three in five Australians making a financial donation to a charity, according to the Charities Aid Foundation (2022) – with the data from the ACNC reporting a total of $19bn in donations and bequests in 2023
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Charitable Funds
650+
FUMAS
$254B
Current as of 30 June 2025.
FY25
$170M
Distributed via 4800+ grants
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