A Successor Fund Transfer (SFT) or merge is an opportunity for funds to create greater scale that can be readily translated to benefits for the member. In an environment of increasing investor advocacy, a merge that builds “cultural” scale could be an alternative for funds with a strong member voice.
Read MoreOne of the most important components of the due diligence process in superannuation fund mergers are cost projections and agreeing on who’s members are paying for what. There are many risks involved in mergers, but equally there are opportunity costs and risks associated with not doing it
Read MoreOne of the most important components of the due diligence process in superannuation fund mergers are cost projections and agreeing on who’s members are paying for what. There are many risks involved in mergers, but equally there are opportunity costs and risks associated with not doing it
Read MoreMany promising superannuation fund mergers over the last decade have failed to eventuate and unfortunately there is little to no research to help us understand why. The question is, why are merger talks prone to collapse especially after the many efforts, expectations and money invested in due diligence, even when benefits to members, employees and the fund seem to be clear?
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