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Search ResultsShowing 21 - 30 of 44 results for "Australian Executor Trustee"
Blue Sky refunds $4.1m overcharge
KARREN VERGARA  |  FRIDAY, 28 SEP 2018
... its net tangible asset (NTA) requirements in June, July and August. The breach arose from the time Australian Executor Trustee was the custodian of Blue Sky Private Equity for seven managed investment schemes. Australian Executor Trustee has since rectified ...
IOOF offloads corporate trust business
KANIKA SOOD  |  THURSDAY, 13 SEP 2018
IOOF has sold its Australian Executor Trustees (AET) corporate trust business while retaining the AET private trust business, as it moves further in the direction of being an advice-led organisation. The buyer is financial services technology and infrastructure ...
IOOF continues organic growth trajectory
JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
IOOF is celebrating record financial results, driven largely by its financial advice and platforms businesses and the execution of multiple acquisitions as recent as June. IOOF reported a record underlying profit after tax of $191.4 million for FY18 ...
Managed accounts expert expands new platform
KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
A former Mason Stevens executive is joining a fintech that's offering investment and managed accounts solutions, as well as a new superannuation product. Spitfire Corporation appointed David Storm as its head of distribution, tasked with the sales ...
AET appoints new head of corporate trust
HARRISON WORLEY  |  FRIDAY, 18 MAY 2018
IOOF subsidiary Australian Executor Trustees has promoted internally, appointing a senior manager to head up its corporate trust division. Yvonne Kelaher will take the reins as the head of corporate trust at the IOOF subsidiary from next week, having ...
Former Provident Capital MD still banned but allowed procedural fairness
DARREN SNYDER  |  THURSDAY, 22 MAR 2018
The Federal Court has upheld ASIC's five-year disqualification of the former managing director at Provident Capital but found the Administrative Appeals Tribunal denied the MD procedural fairness in its hearing. ASIC explained that on 20 February 2015 ...
IOOF subsidiary partners with venerable global non-profit
ALEX BURKE  |  THURSDAY, 28 SEP 2017
An IOOF subsidiary entered into a historic partnership with one of the world's leading global private foundations, which has been in operation for more than a century. Australian Executor Trustees (AET), part of the IOOF group, will collaborate with ...
NAB sells trustee business to IOOF
JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
IOOF will acquire National Australia Trustees Limited following an agreement with NAB, making it one of Australia's largest compensation trust providers. IOOF managing director Christopher Kelaher described National Australia Trustees' offering as a ...
EQT appoints former Deutsche Bank VP
JAMIE WILLIAMSON  |  THURSDAY, 4 MAY 2017
Equity Trustees will welcome a new addition to its Corporate Trustee Services team. Bringing significant experience in corporate trusteeship, James Connell will join the firm's Sydney office as senior manager, structured finance - corporate trusts. ...
UniSuper announces tax referrals as intra-fund advice grows
ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
... partnership follows similar arrangements with estate planning specialists Mills Oakley Lawyers and Australian Executor Trustee (AET). "Our philosophy is to partner with specialist firms who have a similar commitment to quality and deliver value for clients ...