agest

Unintentional

Case study: reflections on a merger

The key players in the merger between AGEST and AustralianSuper revealed some of the secrets of the deal to delegates. AustralianSuper took four years to earn back the $11 million costs of its merger with AGEST it was revealed in a session entitled ‘To Merge or Not To Merge’ at CMSF 2015. The figure was […]
Policy and Regulation

AIST: tax relief to spur
more mergers

Incoming laws preventing tax losses in superannuation mergers will spur more funds to unite as they face greater compliance workloads, according to an industry peak body. The draft legislation, aiming to allow merging super funds to offset investment losses against future capital gains tax (CGT), will trigger the latent plans of many funds to join […]
Investment Strategy

AGEST mulls merger offer as CEO gets FEAL honours

Invited to join the merger between the Australian Reward Investment Alliance (ARIA) and Military Super, the $3.3 billion AGEST Super will accept or reject the offer only after the form and operational details of the new entity become clear. The $17.4 billion ARIA and $2.9 billion Military Super are scheduled to operate under one trustee […]
Investment Strategy

AGEST mulls merger offer as CEO gets FEAL honours

Invited to join the merger between the Australian Reward Investment Alliance (ARIA) and Military Super, the $3.3 billion AGEST Super will accept or reject the offer only after the form and operational details of the new entity become clear. The $17.4 billion ARIA and $2.9 billion Military Super are scheduled to operate under one trustee […]
Investment Strategy

AGEST in the mix

As the Minister for Superannuation confirms plans to include AGEST in the already-announced merger of the ARIA and Military Super boards from 2010, AGEST chief executive Michael Seton has argued the case for his $3 billion fund remaining stand-alone.
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