With more mergers between super funds tipped for the next few years due to action on capital gains tax relief, NAB Custodian Services and KPMG are presenting a timely case study with Maritime Super, the result of the merger between SERF and Seafarers’ super funds.

NAB is sponsoring two lunches – Melbourne on April 1 and Sydney on April 2 – at which the recently released discussion paper on rollover relief will be analysed, along with practical tips for funds which go down the merger path, including the challenge of moving assets and the consequence for accounting and tax recording.

The lunches are free to super fund executives.

Inquiries: Sharon.Kirby@nab.com.au

Join the discussion