Super Fund Merger Insights: Legal pathways to access scale

This article focuses on the most common merger structures while cognisant that the optimal solution for any merger scenario may involve significant tailoring.

Part 1 of the Super Fund Merger Insights explores the different legal structures available to super fund trustees that enable potential merger partners to access the benefits of scale on the pathway to full integration via a successor fund transfer (SFT). Part 2 takes a deeper dive into the key legal issues and challenges affecting SFT transactions. Merger activity and its drivers The KPMG Super Insights 2023 Report and dashboard identify mergers as one of three competitive battlegrounds d...

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Authors: Zein El Hassan

Published Date: 20 September 2023