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Adviser bulletins

Australian Executor Trustees regularly issues bulletins to advisers to provide updates on products, services and system changes.  To register to receive email notifications for new adviser bulletins, contact your nearest Australian Executor Trustees office.

Click on the name to view the advisor bulletin.  Documents in PDF form can only be viewed using Adobe Acrobat Reader.  Click here for free download of Adobe Acrobat Reader.
 
  Displaying 1 - 5 of 29Page of 6      
24-03-2010
   Adviser Bulletin - Financial year end 2009/10
This adviser bulletin outlines our cut-off times for processing of 2009/10 transactions and when we will issue annual client statements.
10-03-2010
   Adviser Bulletin - guidance on investment strategies
This adviser bulletin outlines our views on investment strategies and superannuation accounts continually out of strategy.
04-02-2010
   Adviser Bulletin - Supplementary Product Disclosure Statement for the Private Super Fund
The attached adviser bulletin announces a supplementary Product Disclosure Statement was issued for the Private Super Fund.
08-12-2009
   Adviser Bulletin year end 2009/10
This Adviser Bulletin outlines: our reporting for 2009/10, our office hours over the holiday period, and changes to regular payments over the holiday period
01-12-2009
   Adviser Bulletin - new Wholesale Access Fund IDPS Guide
This Adviser Bulletin announces we have issued a new Wholesale Access Fund IDPS Guide.
 
 
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Australian Executor Trustees Limited. ABN 84 007 869 794. AFSL No. 240023.