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Showing 141 - 150 of 160 results for "Successor fund transfer"

Sunsuper merges with corporate super fund

KARREN VERGARA  |  FRIDAY, 8 FEB 2019
... McClatchy confirmed contractual arrangements and other necessary approvals have successfully concluded. The successor fund transfer is expected to occur in the latter part of 2019. Mercer is the incumbent administrator, while JANA Investments is the ...

IOOF, ANZ deal not in best interests of members: Morningstar

JAMIE WILLIAMSON  |  WEDNESDAY, 16 JAN 2019
... IOOF and ANZ, the research house said its base case remains that OnePath Custodians will not approve the successor fund transfer to IOOF. "Under the circumstances, we believe it will be difficult for the P&I trustee to conclude such a successor fund ...

ANZ, IOOF revise wealth sale agreement

JAMIE WILLIAMSON  |  TUESDAY, 15 JAN 2019
... annual coupon rate of 14.4% on the debt note subscribed by IOOF from ANZ in October 2018 be paid until the successor fund transfer is completed. ANZ currently expects this to occur by 1 July 2019. "The contract amendment allows us to continue the work ...

IOOF future uncertain: Morningstar

JAMIE WILLIAMSON  |  MONDAY, 10 DEC 2018
... from the company that if the trustee of the ANZ superannuation funds being transferred conclude that the successor fund transfer is not in the best interest of the members, IOOF is still likely to retain the aligned dealer groups and their financial ...

Treasury delays CIPR timetable

KARREN VERGARA  |  WEDNESDAY, 31 OCT 2018
... market-linked pensions under the transfer balance cap where they have been rolled over as a result of a successor fund transfer, Stuart said. This will ensure the new market-linked pensions that commence as the result of a successor fund transfer will ...

Super funds excel in reporting obligation

KARREN VERGARA  |  TUESDAY, 16 OCT 2018
... environment of change. As a "high priority," Whyte said the ATO continues to support funds undergoing mergers or successor fund transfer (SFT) with the help of a dedicated team. "SFTs present a significant risk to the integrity of the superannuation ...

IOOF appoints dealer group chief

HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
... the final completion of its purchase of the ANZ P&I business would take place after the completion of a successor fund transfer separating the ANZ P&I business products from OnePath life, towards the end of March next year.

IOOF completes ANZ dealer group acquisitions

HARRISON WORLEY  |  TUESDAY, 2 OCT 2018
... the final completion of its purchase of the ANZ P&I business would take place after the completion of a successor fund transfer separating the ANZ P&I business products from OnePath life, towards the end of March next year. ANZ originally announced it ...

NULIS names new chair

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... is also a member of the MasterKey and Plum investment committee, the risk and audit committee and the successor fund transfer committee. Promnitz serves on a number of boards, including Australian Unity as chair and Warakirri Asset Management as a non-executive ...

Lose grandfathered commissions, lose business: MLC

KARREN VERGARA AND JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
... asked Carter what was the benefit of continuing the grandfathered commissions considering that after the successor fund transfer or merger, NULIS had no contractual arrangement to continue the commissions. Hodge pressed if there was a risk that advisers ...