Australian Executor Trustees - Adviser Services

Adviser services

Australian Executor Trustees provides a comprehensive range of investment management, estate planning and administration, superannuation, accountancy and trustee services for advisers and clients. more »

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01-07-2009		Private Super Fund Supplementary Product Disclosure Statement issued 1 July 2009. The Private Super Fund Product Disclosure Statement has been supplemented to reflect the Government's budget announcements. Important information follows for your clients receiving a minimum pension payment.

07-05-2009		AWM and IOOF merger update The attached adviser bulletin provides an update on the merger between Australian Wealth Management Limited (our parent) and IOOF Limited.

06-04-2009		Private Super Fund - Supplementary Product Disclosure Statement This Adviser Bulletin provides notice of the Supplementary Product Disclosure Statement and also the letter we will issue to existing pension clients in light of reduced pension minimums.

02-04-2009		2008/09 financial year end cut-offs This Adviser Bulletin tables our requirements and processing times for financial year end 2008/09

12-12-2008		Changes to Portfolio Management Service periodic payments This Adviser Bulletin outlines the change to effect PMS periodic payments from January 2009

Australian Executor Trustees has locations across Australia

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