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Australian Executor Trustees > News

13 Feb 2019

Exempt current pension income

This month’s CPD article in the FPA’s Money & Life magazine was penned by Julie Steed, one of our senior technical services managers. Read about exempt current pension income and take the test to earn a CPD certificate.

11 Feb 2019

Is a Division 293 tax notice coming your way?

Read the article recently published in Cuffelinks and authored by Julie Steed, AET’s Senior Technical Services Manager.

08 Feb 2019

Angior Family Foundation – expressions of interest now open

We’re pleased to announce that expressions of interest are now open for the Angior Family Foundation.

21 Jan 2019

AET Discretionary Grants Program 2018/19 - expressions of interest now open

We’re excited to announce the launch of the Small to Medium Stabilisation Fund, via the AET Discretionary Grants Program.

25 Sep 2018

Update on the sale of the Corporate Trust business

On 31 October 2018, IOOF Holdings Ltd (our parent company) sold its Corporate Trust business to Sargon Capital Pty Ltd (Sargon).

25 Sep 2018

IOOF announces the sale of its Corporate Trust business

IOOF is pleased to announce that it has signed an agreement with financial technology and infrastructure company, Sargon, for it to acquire IOOF’s Australian Executor Trustees – Corporate Trust business (AET Corporate Trust).

24 Aug 2018

Supporting education for indigenous youth

We are proud to support Madalah, a not-for-profit organisation providing scholarships for Indigenous students.

17 Aug 2018

IOOF acquires specialist advisory business in WA

IOOF has acquired Ability One WA/SA Pty Ltd (A1WA), a market leading provider of specialist financial and life planning services to clients who have suffered serious injury in WA & SA.

13 Aug 2018

Start the philanthropy conversation with ‘Include a Charity’

Philanthropy is becoming a more important wealth management solution.

13 Aug 2018

SMSF trustees need to beware of the seven ‘D’s

We explain seven common trigger events.

13 Aug 2018

National Reconciliation Week

National Reconciliation Week was sponsored by AET again this year.

13 Aug 2018

Testamentary trusts – a powerful estate planning tool – but watch out for intermingling

In the 2018 Federal Budget, there was a curious announcement about the concessional tax rates available for minors who receive income from testamentary trusts.

17 Jul 2018

National Australia Trustees to transfer to Australian Executor Trustees

AET announces that AET Services Limited will transfer to Australian Executor Trustees Limited.

02 Jul 2018

Alternative wealth accumulation structures

Technical services manager Julie Steed talks to SMS magazine about how the reductions to the non-concessional contribution caps has meant many clients are seeking alternative wealth accumulation vehicles.

22 Jun 2018

Considering alternative distribution structures

Technical services manager Julie Steed talks to SMS magazine about how some clients may need to consider alternative structures outside of super for the distribution of wealth via their estate plans.

18 Jun 2018

SMSF exit strategies for your clients

Sometimes SMSF clients need an exit strategy – Julie Steed considers the alternatives.

04 Jun 2018

SMSFs must heed ATO reserves advice

SMS magazine has published an article by Julie Steed on why the use of reserves is likely to attract the ATO’s attention.

28 May 2018

Proud sponsors of National Reconciliation Week

Today we’re also pleased to launch our Reconciliation Action Plan.

15 May 2018

Better with age: speaking to baby boomer client

Estate planning is one of the cornerstones of a financial plan.

09 May 2018

2018 Federal Budget announcement

Find out how the Federal Budget proposals could affect you.

28 Mar 2018

How does same-sex marriage affect the rights of same-sex couples?

We look at the differences between the rights of de facto and married couples.

28 Mar 2018

Elder abuse - risk factors and prevention strategies

We examine how an enduring power of attorney is not infallible.

28 Mar 2018

Super death benefit nominations - getting it right for your clients

Ensure your clients understand who can and can’t receive their super death benefit.

28 Mar 2018

Being an executor is not for the faint-hearted

We’ve launched another animated video to help you talk about estate planning needs and trustee topics with your clients.

01 Mar 2018

Proud to sponsor the SMSF Association national conference 2018

It was great to see so many people at the SMSF Association national conference this year

30 Nov 2017

Leverage existing relationships to cultivate your clients of tomorrow

Building relationships with the families of your existing clients is vital.

30 Nov 2017

Super death benefits in the new world

We explain the new rules surrounding the transfer balance cap and the payment of super death benefits.

30 Nov 2017

National Australia Trustees update

On 28 September 2017, our parent company IOOF completed the acquisition of National Australia Trustees Limited (NATL).

20 Mar 2018

Estate planning video series

To assist you in explaining estate and trustee topics to your clients we are creating a series of animated videos.

09 Oct 2017

IOOF completes acquisition of
National Australia Trustees

We are pleased to announce that our parent company IOOF has completed the acquisition of National Australia Trustees Limited.

07 Aug 2017

EOFY – it’s not just about tax

The new financial year is not just about getting your tax return done – it is the perfect time to review your estate plan.

17 May 2017

Estate planning and the $1.6 million transfer balance cap

The introduction of the $1.6 million transfer balance cap, effective from 1 July, will impact the estate plans of many super members.

17 May 2017

The role of executor – is it an honour or a burden?

Whilst it may be seen as a gesture of upmost respect to be appointed as the executor of an estate – the role is not for the fainthearted.

11 May 2017

Maintaining tax efficiency through giving

Individuals looking to retain concessional tax treatments once enjoyed in the super sector could look to philanthropy for a solution.

02 Mar 2017

Launch of the 2017/18 AET Discretionary Grants Program

This week, we launched our 2017/18 AET Discretionary Grants Program in Adelaide with an event attended by more than 100 representatives from not-for-profit organisations, philanthropists and advisers.

14 Nov 2016

20 years of cancer research support from the Helpman family

A family with one of the most famous names in Australian performing arts has left a generous legacy to the Walter and Eliza Hall Institute.

19 Oct 2016

Interview with Mae Hong, Rockefeller Philanthropy Advisers (USA)

Mae Hong shares her experiences and insights into the US philanthropy sector and strategies for effective giving.

27 Sep 2016

Philanthropy conversation series with Mae Hong

We were very fortunate to have Mae Hong, Vice-President, Rockefeller Philanthropy Advisers (USA) present at our latest ‘Philanthropy conversation series’ held in Sydney and Melbourne.

31 Aug 2016

Elder abuse is on the rise!

Recent studies have identified an alarming trend in the increase of 'elder abuse' - a series of abusive behaviours suffered by victims.

27 Oct 2016

Expansion of our Compensation Trust Team

We are pleased to announce key distribution and client relationship executive appointments in Sydney and Perth.

18 Jul 2016

Compensation Trust information evening

To coincide with the expansion of the National Disability Insurance Scheme (NDIS) we hosted an information evening for plaintiff solicitors on 7 July 2016.

07 Jun 2016

Launch of ‘Philanthropy conversation series’

Our ‘Philanthropy conversation series’ brings together individuals who are committed to growing philanthropy in Australia.

04 Apr 2016

Our top five tips when writing a Will

Preparing a Will can be complicated especially if you or your clients have specific needs.

03 Apr 2016

A small APRA fund - the SMSF with the choice of a professional trustee

Julie Steed, Senior Technical Manager provides an overview of small APRA funds.

05 Apr 2016

Latest trends in philanthropy and the role of financial planners

Ben Clark, Head of Philanthropy talks to Simon Hoyle from Professional Planner Magazine.

31 Mar 2016

Estate administration: when is a debt not a debt?

When should a debt not be paid for estate administration purposes? When the law does not allow it to be paid.

26 Mar 2016

DIY Wills

They are often free or low cost and seem like a simple way for your clients to get their estate planning affairs in order.

01 Apr 2016

Can an executor be removed from an estate?

The importance of clients appointing the right executor in their Will is paramount.

01 Apr 2016

Philanthropy and your role as adviser

Approximately 5,000 philanthropic foundations are operating in Australia with combined gifts of around $1 billion per year.

27 Mar 2016

Don't let your clients' assets fall into the wrong hands

Don't let your clients' assets fall into the wrong hands… how to prevent future control issues

28 Mar 2016

Superannuation death benefit disasters

It is important that you and your clients understand the complexity of superannuation death benefits and the consequences of getting it wrong.

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