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18-12-2007
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Private Superannuation Fund - Performance reports
We are pleased to advise that you can now access performance reports for your Private Superannuation Fund clients |
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13-12-2007
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Anti-money laundering
This document sets out the anti-money laundering requirements for all our products. |
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30-11-2007
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Private Superannuation Fund - Cash and Strategy monitoring
We are stepping up the cash and investment strategy monitoring we provide to you, giving you more compliance support for your client’s Funds. |
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10-10-2007
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Wholesale Access Fund Product List
Information on managed funds added and changes in the Product List |
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08-10-2007
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Wholesale Access Fund Annual Audit Report
Audit and Review Reports for the Wholesale Access Fund (WAF) are now complete. |
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23-08-2007
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Adviser Bulletin - Copy of PSF PDS and Trust Deed to be mailed to your clients
A copy of the new Product Disclosure Statement (PDS) for the Private Superannuation Fund and Trust Deed will be mailed to your clients. |
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09-07-2007
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Adviser Bulletin - Portfolio Management Service Client Tax Reports update
Outline of the process and timeframes for producing Portfolio Management Service (PMS) Client Tax Reports for the year ended 30 June 2007 |
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26-06-2007
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Adviser Bulletin - New PSF PDS to be issued 1 July 2007
AET had produced a new Product Disclosure Statement for the Proivate Superannuation Fund, which will be issued on 1 July 2007 |
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16-03-2007
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Adviser Bulletin - PSF and PMS reports in Your Clique
Would you like to download all of your client's reports with just one request? |
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15-03-2007
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Adviser Bulletin - contribution splitting for PSF members
This Adviser Bulletin announces that contribution splitting is now available to PSF members. |
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06-03-2007
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Adviser Bulletin - Reporting of stapled securities
This Adviser Bulletin clarifies how stapled securities, held through Private Superannuation Funds, will be reported. |
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