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Showing 61 - 70 of 157 results for "Successor fund transfer"

AMG Super to take on fledgling super product

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... platform Raiz, will become a division of AMG Super on or around December 16 after Diversa determined a successor fund transfer was in the best interests of members. According to Raiz's latest ASX filings, Raiz Invest Super has about $186 million ...

Super funds complete mergers

ANDREW MCKEAN  |  MONDAY, 5 DEC 2022
... and Mercy Super announced that they were well progressed with potential discussions, the two signed a successor fund transfer deed hoping to merge by November 30. At the time, Mercy Super chief executive Wendy Tancred said: "We are delighted to reach ...

Australian Ethical lowers fees

ANDREW MCKEAN  |  FRIDAY, 2 DEC 2022
... Financial Standard, last week, Australian Ethical and Christian Super finalised their merger. After the successor fund transfer was completed on November 25, 28,000 new members were added to Australian Ethical Super. Australian Ethical Super now has ...

Hostplus, Maritime Super make merger official

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2022
Almost two years since pooling their assets, the two funds have officially signed a successor fund transfer deed. Expected to take place in September 2023, the merger will see Maritime Super members transferred to Hostplus and all Maritime Super assets ...

Australian Ethical, Christian Super merger finalised

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2022
The successor fund transfer was completed on November 25, adding 28,000 new members to Australian Ethical Super. It comes mere months after the merger was confirmed in July, with Australian Ethical and Christian Super first flagging their discussions ...

APRA proposes changes to successor fund transfers

ANDREW MCKEAN  |  FRIDAY, 11 NOV 2022
APRA has released a discussion paper that outlines proposals to ensure trustees prepare for, manage, and execute successor fund transfers more smoothly, and efficiently. APRA's proposals have been prompted by heightened transfer activity in the industry ...

Australian Ethical FUM dips ahead of merger

JAMIE WILLIAMSON  |  WEDNESDAY, 19 OCT 2022
... $1.96 billion added to Australian Ethical's super FUM and more than 30,000 members join. "Following the successor fund transfer, increased scale will allow Australian Ethical to pass on superannuation fee reductions to all members and improve competitiveness ...

Kate Farrar's top tips when merging

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2022
... Brighter Super has been running Suncorp Super separately to date and is now working towards an official successor fund transfer. Farrar said that, at the outset, strategy is everything. "That's where you work out what you're trying to achieve ...

Link Group hires technology, marketing leads in super arm

ANDREW MCKEAN  |  FRIDAY, 26 AUG 2022
... marketing plan, adapting to achieve the fund's business objectives and leading to eventual strategies for the successor fund transfer to Aware Super in 2021. Link Group said Naidoo will orchestrate and deliver business value, including spearheading business ...

Mercer Super, Lutheran Super to merge

JAMIE WILLIAMSON  |  TUESDAY, 23 AUG 2022
... follows the news earlier in the year that Mercer will take over BT's superannuation business by way of successor fund transfer.