Superannuation fund mergers
QMV’s approach to super fund mergers is to minimise complexity, risk and cost without sacrificing execution and success.
QMV is a trusted merger partner to superannuation funds, trustees and wealth management organisations.
Merger on the table?
QMV has supported clients across countless super fund mergers, successor fund transfers, transitions and transformation programs. We offer significant depth of expertise and assist funds end-to-end or with specific components of the merger journey.
Our independent advisors and consultants draw upon many decades of real-world experience, hard work and talent to ensure timely, cost-effective and successful merger delivery all while running a healthy fund in parallel.
Well-constructed and executed super fund mergers have proven highly successful in many cases, but the risk of failure is very real. QMV are known for providing objective advice, detailed planning, rigorous governance and exceptional delivery.
Learn why QMV was awarded Super Review’s Superannuation Consultancy of the Year 2019.
Merger advisory and consulting services
Market compatibility analysis
'Pre' due diligence
Due diligence
Deal structure and negotiations
Implementation strategy and planning
Program management, risk and governance
Data remediation
Platform and data transitions
Legal advice and regulatory compliance
Post-merger analysis and support
Learn more about QMV’s broader advisory, consulting and legal services.
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Preliminary merger questions
There are many factors driving sector consolidation but at the core of each fund’s decision to pursue a merger are member outcomes. Funds considering merger for the first time may benefit from exploring the following preliminary questions and compatibility considerations.
Member outcomes
How can our fund offer members better retirement outcomes?
What benefits do we seek for our members?
What benefits do our members seek?
How will scale and capability enhance member outcomes?
How much will / should a merger cost per member?
When will members see an ROI on the merger?
Baseline merger compatibility
Size of fund
Operational, admin and technology synergies
Industry homogeneous or heterogeneous
Investment vehicle and approach
Defined benefits or accumulation
Culture and values
Your trusted merger partner
If your organisation is seeking a trusted merger partner, you can depend on QMV. Please contact the following key personnel directly:
Michael Quinn
e mjq@qmvsolutions.com
p +61 3 9620 0707
m +61 411 641 787
li linkedin.com/in/michael-quinn/
Stephen Mahoney
e smahoney@qmvsolutions.com
p +61 3 9620 0707
m +61 458 223 333
li linkedin.com/in/stephen-mahoney/
Michael Quinn
Executive Director
Stephen Mahoney
Executive Director
Anne-Marie Lyons
Specialist Consultant
Anthony Forbes
Head of Business Transformation
Jane McKinnon
Lead Consultant
Jonathan Steffanoni
Partner - QMV Legal
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