Search Results | Showing 1 - 10 of 16 results for "Successor Fund Transfers" |
| | | ... Any changes decided would then be applied retroactively to transfer balance credits that arose during successor fund transfers that occurred on or after 1 July 2017. However, the changes will not apply where it is determined that members would be worse ... |
| | | | ... superannuation trustees. We are grateful to have advised clients on a broad range of matters, including successor fund transfers, regulatory change and investigations, and material service provider contracts." Melbourne-based QMV Legal also comprises ... |
| | | | ... including superannuation and financial services law; investments and ESG management; and mergers and successor fund transfers. The Novigi brand will become the primary identity for the combined business. Novigi chief executive Ash Priest said it's an ... |
| | | | ... actively defending the allegations. 8) Retail super fund pulls the plug (March 29) Following a series of successor fund transfers at the request of the products, it was confirmed the Aracon Superannuation Fund would be wound up. Spread across four divisions ... |
| | | | ... Hooper said. He added that there is a key exposure that will most likely arise more over time. "Being the successor fund transfers (SFTs), that's where the third source of data probably comes from, where we get the transmission of bad data from an ... |
| | | | ... Guiamatsia said: "Amidst the superannuation sector experiencing dynamic transformational changes with Successor Fund Transfers, YFYS and even more reform proposals on the horizon, it is unremarkable that members' engagement levels are rising at an accelerated ... |
| | | | 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 ... |
| | | | ... 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, which ... |
| | | | ... Super into Brighter Super has added complexity as it's a retail fund resulting from several past successor fund transfers. "You do have to know what you're trying to achieve - you have to start with the end in mind. Most mergers are going to ... |
| | | | ... they relate to their 'best financial interests duty' (BFID) obligations, investment governance, successor fund transfers and financial resilience, strategic planning and business performance review practices, insights and actions. To further ... |
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