The government’s decision to formalise capital-gains-tax rollover relief to help super funds merge removes a key obstacle for those organisations looking to join forces with others. However, even with this change, merging two super funds is no walk in the park. Just how challenging the process can be was highlighted in late May when Equipsuper and Vision Super discontinued their planned merger after three years of discussions. That said, it is also possible to point to numerous successful deals, including last year’s tie up between First State Super and Health [...]

Michael Baldwin puts the decision-making ability of fund executives in an evolutionary context.

What would make you recommend  your superannuation fund to  colleagues, friends or family?  This is the simple but powerful  question at the heart of the idea of  the net promoter score, which has  been introduced as a new source  of information and comparison for  super funds over the past three years,  writes MICHAEL BALDWIN, CEO of  FEAL*.  AUSCOAL Super is one of a  number of members of the  Fund Executives Association  Ltd (FEAL) that have participated in  net promoter score (NPS) research since  2009. Bruce Watson, CEO of AUSCOAL,  says [...]