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Showing 41 - 50 of 61 results for "Australian Executor Trustee"

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 ...

IOOF division launches philanthropy services

LAURA MILLAN  |  THURSDAY, 10 DEC 2015
Australian Executor Trustees (AET), a division of IOOF, has launched a number of philanthropy solutions that will allow advisers access to structures that will benefit their clients. The firm has also assisted Queensland University of Technology (QUT) ...

JBWere appoints philanthropic services head

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
JBWere has appointed a new head of philanthropic services. Shamal Dass has been with the philanthropic services team since 2012; up until his new appointment he was a director. Prior to that, he was head of sales - trustee and fiduciary services at ...

ASIC bans Provident Capital director

STAFF WRITER  |  MONDAY, 6 JUL 2015
Former director of failed company Provident Capital has been banned from providing financial services for two years. The Australian Securities and Investments Commission (ASIC) found that John Patrick Sweeney failed to comply with financial services ...