Equity Trustees Tech Stack

Australian trustee, wealth management, and philanthropy services for families and institutions

Financial Services Melbourne, VIC 201–500 employees Founded 1888 Public Company

Equity Trustees is a 135-year-old public company providing trustee, asset management, and philanthropic services across Australia. The hiring and project mix reveals a heavily compliance-driven operation: finance and legal roles dominate the open positions, while active workstreams center on regulatory response, fund remediation, and Workday/Adaptive Planning implementations. Pain points cluster around unit pricing errors, regulatory notice handling, and control improvements—typical of a trust services operator managing legacy fund structures and tightening oversight.

Tech Stack 11 technologies

Core StackSalesforce Pardot Google Ads Mailchimp Microsoft Office Excel LinkedIn

AdoptingWorkday Salesforce Adaptive Planning Prism

What Equity Trustees Is Building

◆Challenges

Maintaining professional standards
Monitoring regulatory changes
Unit pricing errors
Digital lead generation
Implementing regulatory strategy
Coordinating regulatory responses
Managing compliance obligations
Responding to regulatory notices
Implementing adaptive planning
Process and control improvements

▲Active Projects

Small grants and community granting programs
New business activity across philanthropic structures
Implementation of adaptive planning
Transformation change to enhance efficiency and compliance
Process and control improvements
Fund remediation programs
Transformation projects
Smartygrants online grants management system
Workday remediation
Adaptive planning rollout

Hiring Activity

Decelerating25 roles · 4 in 30d

Department

Finance

Legal

Ops

Marketing

Philanthropy

Risk

Sales

Support

Seniority

Senior

Mid

Manager

Junior

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About Equity Trustees

Equity Trustees operates as Australia's specialist trustee company, established by Victorian Parliament in 1888. The firm serves personal and corporate clients across trustee and executor services, superannuation administration, managed fund custody, and philanthropic advisory. The product suite includes retail and wholesale fund management, estate planning, and responsible entity services for managed funds. Listed on the Australian Stock Exchange (EQT) with offices across Australia, the company operates across 201–500 employees and maintains headquarters in Melbourne, Victoria.

HeadquartersMelbourne, VIC

Company Size201–500 employees

Founded1888

Hiring MarketsAustralia

Frequently Asked Questions

What is Equity Trustees' tech stack?

Core stack includes Microsoft Office, Excel, Salesforce, Pardot, and Mailchimp. The company is actively rolling out Workday, Adaptive Planning, and Prism — suggesting modernization of HR, financial planning, and reporting infrastructure.

What is Equity Trustees working on?

Major initiatives include Workday and Adaptive Planning implementations, fund remediation programs, process and control improvements, and expansion of philanthropic granting programs (including the Smartygrants online platform).