INFORMATION ON THE PROPOSED TRANSFER TO SUNSUPER

 

In December 2018, the Trustee determined that member interests would be better served by transitioning the Plan to Sunsuper, a large ”profit for members” superannuation fund, rather than continuing the Plan.

The transfer will be completed under a successor fund transfer (SFT). An SFT can only occur if strict legal requirements are met. Most importantly, Sunsuper, as the successor fund, must provide members with equivalent (although not identical) rights in respect of their benefits to those which they had under the Plan.

The transfer was originally scheduled for early November 2019 but has been deferred.

The reasons for the transfer have not changed and it is expected to proceed. The Trustee is liaising with IAG, NRMA and the Sunsuper trustee, to agree the new transfer date. Once the new transfer date is determined, members will be notified.

The following documents have been released to members:

 

1.     Important change to your IAG & NRMA Superannuation Plan – FAQ

2.    Successor Fund Transfer to Sunsuper has been deferred - October 2019

3.    IAG Accumulation members - Significant event notice 4 September 2019

4.    IAG Defined Benefit members - Significant event notice 4 September 2019

5.    NRMA Accumulation members - Significant event notice 4 September 2019

6.    NRMA Defined Benefit members - Significant event notice 4 September 2019

7.    Retained, reserved and spouse members - Significant event notice 4 September 2019

8.    Retirement income stream members - Significant event notice 4 September 2019

9.    Important change to your IAG & NRMA Superannuation Plan – 29 January 2019   

 

 
Phone
1300 424 676
+61 3 8687 1852

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IAG & NRMA Superannuation Plan,
GPO Box 4303, MELBOURNE VIC 3001