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Wills and Estates

17 February 2018 |Wealth

Sandhurst Trustees Limited (a wholly owned-subsidiary of Bendigo and Adelaide Bank Limited) has sold its estates business to Equity Trustees Wealth Services Limited, a subsidiary of Equity Trustees (ASX:EQT).

The total transfer of the estate assets and liabilities of Sandhurst Trustees to Equity Trustees Wealth Services has been approved by the government regulator, the Australian Securities and Investments Commission (ASIC) with an effective date of 31 March 2017.

The estates business which has been sold provides services in:

  • estate planning;
  • administration of deceased estates, ongoing trusts and perpetual trusts; and
  • acting as attorney, administrator or agent to administer or manage the financial affairs of living persons.

Equity Trustees will serve clients from the current Sandhurst Trustees address at 18 View Street, Bendigo.

Please contact Equity Trustees on the following:
Phone: 1300 133 472
Emailenquiry@eqt.com.au

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Bendigo and Adelaide Bank Limited, ABN 11 068 049 178 AFSL / Australian Credit Licence 237879. Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Please read the applicable Disclosure Documents before acquiring any product described on this website. Please also review our Financial Services Guide (FSG) before accessing information on this website. Information on this page can change without notice to you.

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