Latest Media Releases

May 23, 2011

Focus on investor compensation overlooks protection: EQT

Events such as the recent Trio compensation debate and last week’s release of ASIC research findings on the effects on investors of lack of compensation suggest that prevention and protection is being overlooked, says Mr Harvey Kalman from Equity Trustees.
April 28, 2011

Not planning cash flow can be costly for SMSFs: HLB Mann Judd Sydney

SMSF trustees must consider cash flow needs when fund portfolios are adjusted going into pension mode, Mr Michael Hutton, head of wealth management at HLB Mann Judd Sydney says.
April 28, 2011

AUI increases redemption levels for mortgage fund

As part of its continued improvement of liquidity to investors in its mortgage funds, Australian Unity Investments (AUI) has introduced a regular monthly withdrawal facility for its High Yield Mortgage Trust, offering three percent of the Trust’s net assets for withdrawals each month.
April 27, 2011

Time for wealth reality check: EQT

Mr Philip Galagher, head of wealth management for Equity Trustees Limited (EQT), warns that, since the financial crisis, Australia is no longer the same nation of investors it used to be, and at best is a nation of savers.