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Fund mergers and other significant transactions paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 21 Aug 15 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • core principles
  • successor fund transfers/mergers
  • MySuper transfers
  • transfer of assets to a PST
  • change in custodian
  • change in administrator.

Author profile

Ross Stephens
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