Australian Executor Trustees - Advisor bulletin summary

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.

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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

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