News and Insights

The Unusual Story of Frances and Harold From Bendigo

He was a successful Bendigo businessman, She was a rarity – a woman with a career and one of just 40 women to be registered as a pharmacist in Australia in 1912.

After a thorough application process, Equity Trustees in Ireland has been authorised by the Central Bank of Ireland (CBI) to operate as a management company for Undertakings for Collective Investment in Transferable Securities (UCITS) and Alternative Investment Funds (AIFM).

Giving the gift of life: Estate planning for organ donation

Organ donation is often called ‘the gift of life’.

Australia’s leading specialist trustee company Equity Trustees has appointed Justin Watts to the newly created position of Head of Risk and Superannuation Strategy in its expanding national Superannuation Trustee Office (STO).

The total funds invested in Australia of around A$3.5 trillion (A$2.7 trillion in retirement funds and approximately A$1.5bn in fund structures) pales in comparison to some global investment markets.

EQT Holdings Limited (ASX: EQT), the holding company for Equity Trustees, announced on 25 February 2019 that it had signed an agreement with Zurich Australia to purchase its superannuation trustee, Zurich Australian Superannuation Pty Ltd (ZAS). Equity Trustees is pleased to announce that the transaction completed today.

Leading trustee provider of philanthropic funding, Equity Trustees, today released a much-anticipated report containing analysis of $87 million of philanthropic granting and bequests overseen by the Company in the 2018 financial year.

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