This section gives you access to a range of sales and service tools that will assist you in promoting Australian Executor Trustees to your clients.
Portfolio Management Service
A complete portfolio management service for financial planners, accountants and other financial intermediaries. For the Portfolio Management Service forms, click here.
Private Superannuation Fund
The Private Superannuation Fund is a comprehensive superannuation fund solution that provides superannuation administration and trustee services. For the Private Superannuation Fund forms, click here.
Wholesale Access Fund
The Wholesale Access Fund provides you with access to an extensive range of wholesale funds. For the Wholesale Access Fund forms, click here.
Other resources for financial advisers
Instalment Warrants
AET has prepared a range of documents to assist you in understanding how the various components of the instalment warrant are recorded on AET systems.