Search Results | Showing 21 - 30 of 129 results for "Successor fund transfer" |
| | | ... this time with a Melbourne-based corporate superannuation fund. Mercer has confirmed it is undertaking a successor fund transfer with the Holden Employees Superannuation Fund (HESF), to be completed on or around June 1. The two formally began discussions ... |
| | | | ... probably comes from three main sources, the employer, the member, and then administrators and trustees upon a successor fund transfer." He said, assuming tax file numbers (TFN) are correctly disclosed and inputted, you'd assume a solid starting point ... |
| | | | The superannuation industry is witnessing a 13-year peak in members' intention to switch funds, according to the latest Super member engagement report by Investment Trends. The report revealed that this surge in switching intention aligns with a substantial ... |
| | | | ... Mercer Super Trust to circa 850,000, it said. The merger has taken almost a year to execute, with the successor fund transfer first announced in May 2022. At the time, it was estimated BT Super members would see a 25% fee reduction, including no dollar-based ... |
| | | | Following a series of successor fund transfers, the Aracon Superannuation Fund is set to be wound up. Spread across four divisions - ARA Retirement Fund, Xplore Super and Pension, Oracle Superannuation Plan, and Elevate Super - Aracon Super holds $590 ... |
| | | | ... 21% in the year to December 2022 to $8.37 billion, in part due to the completion of the Christian Super successor fund transfer, which contributed $1.93 billion. In the latest reporting period, Australian Ethical landed in 15 new approved products lists ... |
| | | | ... Retirement Trust (ART) has signed a Memorandum of Understanding with Alcoa Super to explore a potential successor fund transfer. As first reported by Financial Standard, Alcoa - the corporate fund for the global aluminum producer - began searching for ... |
| | | | ... is also in the final stages of taking on the corporate fund of a global IT giant. ART is undertaking a successor fund transfer with Oracle Superannuation Plan, the corporate scheme of Oracle Corporation's Australian business, with the aim of completing ... |
| | | | ... or around March 1. All the products within DIY Master Plan are to be moved to HUB24 Super by way of a successor fund transfer. These include Affinity Super, Henderson Maxwell Pension and Super, MAP Super, VIP Super and Redgum Super among them. "Diversa ... |
| | | | ... December 2022; FUM was $6.18 billion the quarter prior. Australian Ethical said FUM was bolstered by the successor fund transfer (SFT) of Christian Super, which added $1.93 billion. As previously reported by Financial Standard, the Australian Ethical ... |
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