It’s been a busy time of year at Vision Super, with end of financial year processes underway as well as a lot of merger activity focused on bringing Active Super’s members and accounts onto our systems.
We’re excited about the merger with Active Super – it’s due to happen on 1 March 2025. Transition is well underway, and we plan to have most activities finished before the end of the year. When we return in the new year, we can then focus on business readiness activities like training so every team can be operational and servicing members and employers from day one as a merged fund.
We’re working with our insurer to make sure the new portal and policies are ready for Active Super’s incoming members – and we expect to have insurance premium reductions for our Vision Super members too, so keep an eye out for all the details on that in the coming months.
We have achieved positive progress across all the key phases of the transition plan. But busy as it’s keeping us, merger doesn’t stop the day-to-day work of the Fund either – looking after you and your retirement savings, aiming to maximise your risk-adjusted returns, and trying our best to always offer outstanding service when you need us.
In this newsletter, you’ll find information about staying with Vision Super as your life changes, the importance of understanding beneficiaries in super, and the latest on investments – including an explainer of how our carbon budget approach is designed to manage climate-related investment risk across our equities portfolios.
Hope you find it useful and informative – and as always, if you have any questions we’re only a phone call or an email away!
Kind regards
Stephen Rowe
CEO
