Search Results | Showing 41 - 50 of 160 results for "Successor fund transfer" |
| | | ... early next year on their merger progress. In September, the funds cemented their commitment by signing a successor fund transfer deed and appointing Vasyl Nair, the current chief executive of Mine Super, to helm the merged entity. The two funds first ... |
| | | | Once again, Financial Standard readers were captivated by the evolving superannuation landscape, with this year's top stories largely focused on this space. However, there was one particular executive move that simply couldn't be scrolled past. ... |
| | | | ... products and investment structures within a superannuation fund or managed investment schemes. "Outside of a successor fund transfer (SFT), whereby a whole superannuation fund is transferred to another, and CGT relief applies for all members, there is ... |
| | | | ... Retirement Trust (ART), marking the latter's largest corporate merger. The two funds have completed the successor fund transfer, initially agreed to in February this year. They signed a non-binding heads of agreement on June 27, before finally agreeing ... |
| | | | ... the sale of Advance Asset Management. Superannuation assets decreased by $33.4 billion because of the successor fund transfer to the Mercer Super Trust. BT Panorama flows increased by 7% to $129.9 billion. Elsewhere, the bank has not quantified the liability ... |
| | | | ... the superannuation system, ensuring that members aren't adversely impacted as a result of a merger or successor fund transfer. "Under current legislation, a member's cap may be unintentionally impacted due to the original income stream being treated ... |
| | | | ... The merger of the two industry superannuation funds will go ahead, with the chief executive selected. A successor fund transfer deed has been signed that will see Mine Super and TWUSUPER merge in early 2024, creating a $20 billion entity with 150,000 ... |
| | | | ... year-over-year growth in its funds under management (FUM), reaching $9.2 billion due to positive net flows and its successor fund transfer (SFT) with Christian Super. In an ASX announcement, the company reported underlying profit after tax (UPAT) of ... |
| | | | ... finalised its merger with Woolworths and Endeavour Group, adding over 25,000 new members. Following the successor fund transfer (SFT) with Woolworths and Endeavour, ART's funds under management increased by $4.3 billion, pushing its total funds under ... |
| | | | ... division of AMG Super and switched trustees from Diversa to Equity Trustees after it was determined that a successor fund transfer was in the best interests of members. In May, it launched the Raiz Property Fund to enable investors to allocate up to ... |
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