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Showing 61 - 70 of 71 results for "Australian Executor Trustee"

OneVue appoints senior distribution executive

MARK SMITH  |  MONDAY, 2 DEC 2013
OneVue has appointed David Storm to the newly created role of head of platform strategy, sales and service. Storm joins from IOOF where he was head of distribution for Australian Executor Trustees, the SMSF provider for the IOOF group. Storm will work ...

IOOF appoints BDM to AET

JAMES FERNYHOUGH  |  FRIDAY, 12 JUL 2013
Australian Executor Trustees (AET), part of the IOOF group, has appointed Mark Tisdell as its new business development manager for NSW. He will be responsible for the sale and distribution of AET's Small APRA Fund and SMSF solutions. In a career in ...

AMP SMSF appoints Burgess as new policy head

MARK SMITH  |  WEDNESDAY, 3 APR 2013
AMP SMSF has appointed Peter Burgess to the new role of head of policy and technical. Burgess will be responsible for interpreting SMSF legislation to help with the development of SMSF advice as well as technical support for AMP's aligned planner network. ...

Provident Capital leaves 3500 investors in limbo

MELANIE TIMBRELL  |  FRIDAY, 6 JUL 2012
The collapse of Sydney-based mortgage lender and fund manager Provident Capital has left 3,500 retail investors at risk of losing more than $100 million. Phil Carter, Tony Sims and Marcus Ayres of PPB Advisory were this week appointed receivers of Provident ...

Provident Capital reaffirms solvency

MELANIE TIMBRELL  |  WEDNESDAY, 20 JUN 2012
Provident Capital has reassured investors the company is solvent and that there are sufficient net tangible assets to meet its obligations following last week's action in the Federal Court by the trustee for mortgage debenture holders. On June 13 Australian ...

IOOF combines multi managers and adds director

MATT WOODINGTON  |  THURSDAY, 1 SEP 2011
IOOF will simplify its multi-manager offering by combining its two product suites and closing a number of funds at the end of the month. The diversified financial services group will embed its United Sector Leaders Funds within the IOOF MultiMix suite ...

Options for retiring SMSF trustees

RUTH LIEW  |  FRIDAY, 6 FEB 2009
A growing number of self managed super funds (SMSFs) could soon convert into Small APRA Funds (SAFs) in tandem with longevity issues facing SMSF trustees. Michael Hutton, head of wealth management at accountants and advisers HLB Mann Judd Sydney, says ...

BT appoints distribution head for SA and NT

HAMISH MADDEN  |  THURSDAY, 12 JUL 2007
BT Financial Group has appointed a new head of distribution for South Australia and the Northern Territory. Self-managed super fund (SMSF) specialist and SMSF Professionals' Association of Australia (SPAA) member Neil Sparks joins BT from his previous ...

AET forms JV with Paritech

Australian Executor Trustees (AET) and Paritech Wealth Systems have formed a joint venture in a bid to push further into the SMSF space. AET will take a controlling stake in the JV and will use it as a springboard to grow further in DIY superannuation. ...

Kingston Capital to launch in-house SAF service

WA based financial planning group Kingston Capital has poached a former senior head at Australian Executor Trustee to help build their own small APRA fund (SAF) service. Peter Burgess has taken on the role as the group's General Manager Superannuation ...