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19-12-2006
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Adviser Bulletin - PSF Annual Fund Package
This Adviser Bulletin provides an update on the distribution of the PSF Annual Fund Package together with a copy of the client communication. |
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15-11-2006
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Adviser Bulletin - PMS & PSF client statements from Your Clique
This Adviser Bulletin outlines how you can access your PMS and PSF client statements from Your Clique |
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30-10-2006
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Adviser Bulletin - PSF SPDS and September statement insert
This Adviser Bulletin outlines the changes that have occured within the Private Superannuation Fund's operating cash account and the AET Cash Deposit Fund together with links to the SPDSs and copies of client communications. |
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30-10-2006
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Adviser Bulletin - Common Funds SPDSs
This Adviser Bulletin outlines the changes that have occured within the Common Funds and includes links to the SPDSs and a copy of the client communication. |
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28-09-2006
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Adviser Bulletin on the Wholesale Access Fund Report
Australian Executor Trustees Limited (AET) is pleased to present the Annual Audit and Review Reports for the Wholesale Access Fund |
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19-09-2006
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Adviser Bulletin on the PMS Client Tax Report
Please find attached an Adviser Bulletin outlining the process and timeframe for the delivery of 2006 PMS client tax reports. |
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10-08-2006
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Adviser Bulletin on the Macquarie Infrastructure Group demerger
This Adviser Bulletin announces the details about the Macquarie Infrastructure Group demerger. |
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25-07-2006
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Adviser Bulletin on the SoA workshop
SoAs for SMSFs made easy - Utilise the right tools for success! Australian Executor Trustees will be running three workshops on best practice standards for constructing SoAs for small super funds. The workshop has been designed to provide practical and technical assistance in providing Statemens of Advice to retail clients in the ares of Self-managed superannation funds (SMSFs) and small APRA funds (SAFs). This Adviser Bulletin provides an outline of the course content together with workshop dates, times and locations. |
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25-07-2006
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Adviser Bulletin on the new PDS for Equity Funds
This Adviser Bulletin outlines the changes featured in the new PDS for Equity Funds and procedures for receiving old Application forms. |
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21-07-2006
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Adviser Bulletin - PSF June statement delay
This Adviser Bulletin outlines the delayed distribution of the Private Superannuation Fund June statement mailing. |
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19-07-2006
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Adviser Bulletin on the new PDSs for the Cash Deposit and Income Funds
This Adviser Bulletin outlines the new PDSs that are available for the Cash Deposit Fund and the Income Fund. |
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10-07-2006
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Adviser Bulletin on relief from compulsory cashing of super benefits
This Adviser Bulletin outlines how clients aged 65 and over are no longer required to cash their superannuation benefits. |
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09-06-2006
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New identification codes for all Private Superannuation Funds
As a result of the implementation of a new superannuation adminstration system we will be issuing new identification codes to clients for PSFs established prior to 13 April, 2006. Copy of client correspondence is also attached. |
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01-06-2006
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Private Superannuation Fund PDS now available online
We are pleased to advise that the Private Superannuation Fund PDS is now available online. Printed copies will be available to order from the Client Services Team from 12 June 2006. |
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30-05-2006
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Adviser Bulletin - process for registering a new PSF
Adviser Bulletin outlining the process for registering existing and new Private Superannuation Funds (PSFs). |
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24-05-2006
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Adviser Bulletin on the FAL lodged on some PSFs
This Adviser Bulletin informs advisers of the Financial Assistance Levy imposed on certain Private Superannuation Fund clients. It also includes the letter that will be sent to clients. |
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18-05-2006
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Adviser Bulletin on the delayed PDS for the Private Superannuation Fund
Closing date for acceptance of completed application froms from current PSF PDS has been extended to 31 May 2006. We expect the revised date for the release of the new PDS to be 1 June 2006. |
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15-05-2006
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Private Superannuation Fund application forms
Adviser Bulletin outlining when application forms from the current PSF PDS will be accepted up to and when the new PDS will be available. |
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