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Showing 71 - 80 of 160 results for "Successor fund transfer"

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.

HESTA, Mercy Super to pursue merger

JAMIE WILLIAMSON  |  FRIDAY, 19 AUG 2022
... announced in June that they were well progressed with potential merger discussions. Now, the two have signed a Successor Fund Transfer deed with the aim of merging by November 30. The merger will see Mercy Super's 13,000 members transferred to HESTA ...

APRA releases annual corporate plan

CASSANDRA BALDINI  |  MONDAY, 8 AUG 2022
APRA published its updated plan to reinforce the financial soundness of the banking, insurance and superannuation industries over the next four years, with few surprises on offer. The priorities in APRA's new Corporate Plan for 2022-2023 are based ...

Australian Ethical, Christian Super confirm merger

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
... announcing they were exploring a merger in April, Australian Ethical and Christian Super have signed a Successor Fund Transfer deed. The decision brings an end to Christian Super, which was established in 1984, with all its members expected to transfer ...

Australian Catholic Super, UniSuper sign SFT deed

JAMIE WILLIAMSON  |  TUESDAY, 5 JUL 2022
... and Retirement Fund and UniSuper will merge before the end of the year. The two funds have now signed a Successor Fund Transfer deed. This follows the Heads of Agreement they signed in May, formally confirming the merger. The funds said preparation for ...

Corporate fund to join Australian Retirement Trust

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
Australian Retirement Trust will complete another successor fund transfer this week, taking over the super fund of an ASX 100 company. On July 1, the Incitec Pivot Employees Superannuation Fund will merge into Australian Retirement Trust. The fund ...

HESTA, Mercy Super look to merge

JAMIE WILLIAMSON  |  TUESDAY, 14 JUN 2022
HESTA and Mercy Super are planning to undertake a successor fund transfer by the end of the year. Mercy Super said the merger has been strategically planned for some time. If it goes ahead, the merger would bring HESTA's funds under management to ...

Super funds to reach $1tn by 2040: KPMG

ANDREW MCKEAN  |  FRIDAY, 27 MAY 2022
A recently released KPMG Super Insights report shows Australia could have at least two super funds with over $1 trillion in assets in the next 20 years. KPMG insights suggest AustralianSuper and the Australian Retirement Trust (ART) will dominate the ...