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Superannuation transfer planning

  Published: 09 Mar 2023

ISA welcomes the opportunity to provide feedback on APRA’s proposed measures to enhance planning by superannuation trustees in the event they need to transfer members out of – or into – their fund.  In the attached submission we have provided comments and recommendations on specific issues that can act as a barrier to, or can increase the time and cost of, a Successor Fund Transfer.

*The above material, whilst correct at the time of publication may include references or statements which are no longer current.

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