The Quarterly – Q3 FY25

M&A – Q3 FY25

Fund M&A

Funds Involved
Type
Description & Outcome
Date Expected/ Completed
Current Status
SFT
Merged fund name - ART
March 2025
Completed
SFT
Merged Fund name - Team Super
March 2025
Completed
SFT
Merged fund name - Vision Super
March 2025
Completed
SFT
Merged fund name to be Smart Future Trust
May 2025
In progress
SFT
Merged fund name to be Mercer Super
June 2025
In progress
SFT
Merged into smartMonday offering
June 2025
In progress
SFT
Merged into Smart Future Trust
July 2025
In progress
Corporate acqusition
MIESF Members would be transferred into CareSuper
Late 2025
In progress
SFT
Merged fund name to be Equip Super
Late 2025
Merger Cancelled
(May 21 2025)

Other M&A

Parties Involved
Type
Description & Outcome
Date Expected/ Completed
Current Status
Corporate acqusition
Iress's superannuation business to be part of Apex Group.
Mid 2025
In progress
Merger
The insurers will merge and operate under the new name of Acenda.
Late 2025
In progress

 


M&A – Q3 FY25 is part of The Quarterly – Q3 FY25

The production of our quarterly report is led by Novigi’s Market Strategy and Propositions team: 

 

Kevin Fernandez

General Manager, Market Strategy & Propositions

Sophie Coianiz

Analyst, Market Strategy & Propositions

For more information about anything you’ve read here, or if you have a more general inquiry, please contact us.

 

Key Contributors

The people behind this edition

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