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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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EQT Holdings (EQT) investor relations material
EQT Holdings ASX CEO Connect September 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.ASX CEO Connect September 2025 summary2 Sep, 2025
Company overview and market position
Established in 1888, supervises over $250 billion in assets, ranking fifth in Australia by assets under supervision, excluding government entities.
Operates with 460 staff, supporting over 260 fund managers and protecting interests of 800,000 individuals nationwide.
Two main business lines: Trustee Wealth Services (private clients) and Corporate & Superannuation Trustee Services (corporate clients).
Recent acquisition of Australian Executor Trustees expanded market leadership, especially in Adelaide and Perth.
Business segments and services
Private client business includes philanthropy ($3B+), health/personal injury ($4B+), estate management, estate planning, and continuing trusts.
Asset management team manages $6B, focusing on capital appreciation and income for private client trusts.
Corporate & Superannuation Trustee Services lead in responsible entity services, with $140B under supervision and a fast-growing superannuation business ($90B+).
Only provider of trusteeship for small APRA funds in Australia.
Growth drivers and market trends
Demographic shifts, especially the doubling of the over-80s cohort and $3.5T in generational wealth transfer, drive demand for trustee services.
Health and injury sector and First Nations financial empowerment are key growth areas.
Superannuation market ($4.2T) grows with mandated 12% contributions, supporting long-term business growth.
Regulatory complexity increases demand for independent trustee services.
What is EQT's M&A strategy moving forward?
How does EQT manage conflicts with beneficiaries?
How will EQT reach the aging population?
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Next EQT Holdings earnings date
H1 202618 Feb, 2026
Next EQT Holdings earnings date
H1 202618 Feb, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
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Amina0781App Store
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@theshortbearx.com
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Frequently asked questions
EQT Holdings Limited is an Australia-based financial services company specializing in trustee and fiduciary services. The company provides a range of offerings, including estate planning, wealth management, superannuation trustee services, and charitable trust management. EQT serves individuals, families, corporations, and non-profit organizations, assisting with asset protection, financial administration, and philanthropic activities. The company focuses on helping clients manage and preserve wealth across generations while providing governance and compliance services for institutional clients. The company is headquartered in Melbourne, Victoria, and its shares are listed on the ASX.
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