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Showing 141 - 150 of 157 results for "Successor fund transfer"

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 ...

Queensland industry funds merge

HARRISON WORLEY AND JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... $2.5 billion industry fund in early 2019. In a joint statement, Sunsuper and AustSafe Super have signed a Successor Fund Transfer Deed. Both established 30 years ago, AustSafe is the super fund for rural and regional Australia with more than 100,000 ...

Industry fund awards currency mandate

HARRISON WORLEY  |  THURSDAY, 24 MAY 2018
... billion and more than 1.3 million members. The merger had been in the making since April last year, with a successor fund transfer deed signed in July 2017. In a statement released last week Sunsuper chair Andrew Fraser said the merger would deliver ...

Rice Warner recruits NAB executive

JAMIE WILLIAMSON  |  MONDAY, 12 MAR 2018
The head of insurance in superannuation at NAB is joining Rice Warner in an executive role. The researcher appointed Tim Jenkins as executive general manager, superannuation; a role in which he will provide strategic and tactical advice to superannuation ...