Update on Successor Fund Transfer – AIA Superannuation Fund

As previously advised, the successor fund transfer of the AIA Superannuation Fund (the Fund) to the AIA Super Insurance Scheme No2 (the Scheme), has now been completed. 

All members of the Fund have now been transferred, and will shortly receive an Exit Statement from the Fund and a Welcome Letter from the Scheme.  

It is important to note that your clients do not need to take any action, and their terms and benefits remain the same. 

In line with this, the 15% rebate for partial rollovers continues to be unavailable to these clients.  We are currently working on extending the upfront rebate to these clients.