Search Results | Showing 41 - 50 of 157 results for "Successor fund transfer" |
| | | ... 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 ... |
| | | | ... starting with the transition of superannuation administration services to a single provider. "Following the successor fund transfer (SFT) in November 2022, Australian Ethical is pleased to confirm that the initial integration program has been delivered ... |
| | | | ... 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 ... |
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