Equity Trustees
Investing in Melbourne

Equity Trustees was established as an self-reliant Trustee and Executor company in 188 and has become one of Australia’s largest specialist trustee companies. Ian is responsible for managing the Trustee and Prosperity Services' private clients business. Goff has more than 40 years’ experience in the financial services sector in senior executive positions internationally and domestically. Equity Trustees’ in house asset management team manages tailored investment portfolios for corporate, charitable and private clients. The company took on Responsible Entity, distribution and relationship management for leading Australian and international investment managers. The acquisition of Lifetime Planning (established 1983) and Affectionate Living Care (established 199) meant Equity Trustees could donate optional aged protection advice and placement services for elderly clients. Equity Trustees has a lengthy history of providing trustee services and managing charitable foundations. Piece of our commitment to philanthropy includes our own Equity Trustees Foundation. The Equity Trustees Base was established as segment of our commitment to empowering change through philanthropy. Since then, we have distributed hundreds of thousands of dollars to charitable causes we protection about ensuring our employees, and our Board, are engaged in the decision making process. This project provided four living skills camps to young people aged 1621 years who are preparing to leave out of home or recently exited care. Delivering on our strategy investor presentation. Many earlier Australians are naturally keen to aid their children earnings a foothold in the market, including by leaving the family home as an inheritance. These perceptions of the family home are intertwined with previous Australians’ concerns about outliving their savings, the impact of inflation, and how to pay for health and care costs. This potentially allows retirees to retain the home, avoid any impact on government benefits, and then bequeath the home to their children through their will. For many Australians, moving out of the family home is a final resort and many stays in the home for too long. One way that increasing numbers of women are doing honest that is by taking a leading role empowering change through philanthropy contributing their money, expertise and leadership to charities and social enterprises. Equity Trustees is one of the largest distributors of philanthropic funds in Australia, managing more than 500 charitable trusts and foundations. We are now faced with a challenge to create a community that fully appreciates the economic and social impacts of aging and is well prepared to deal with the impact of this demographic shift flexibly, sensitively and respectfully. Equity Trustees will consider applications from: Existing, charitable, not for profit organizations, institutions or bodies, providing care, comfort and accommodation to aged persons within Victoria with a particular idea they want to thrive and test organizations with an idea looking at the possibility of impact in the aged protection sector and who have (or are willing to establish) a partner in the aged care sector in Victoria. A valued client of Equity Trustees for more than 30 years, Miss Connor chose to exit the majority of her estate in the Phyllis Connor Memorial Believe for the general profit of charity in Victoria, leaving the annual decision as to which charities and causes will be awarded grants at the discretion of her nominated trustees Mr Norman Burke and Equity Trustees. However, Equity Trustees, one of Australia’s leading independent trustee companies with a prosperous Philanthropy division servicing more than 450 trusts and foundations, is committed to empowering change through philanthropy. Increasing numbers of women are taking a leading role empowering change through philanthropy contributing their money, expertise and leadership to charities and social enterprises, said Natalie Elliott, Grant Development Manager at Equity Trustees, and Manager of the William Auckland Foundation.