CareSuper and Asset Super

Fund merger

The Brief

When industry super funds CareSuper and Asset Super merged they asked Transform to help them with the merger communications to ensure consistency of message and an integrated implementation.

Solution

Transform integrated seamlessly with both funds’ in-house teams to develop and produce a range of merger materials including:

  • a Significant Event Notice (SEN) for members and pension members
  • CEO merger letters tailored by segment according to variables like insurance arrangements or investment choice
  • Meet CareSuper brochures for members and pension members
  • Call Centre briefing packs and a FAQ support guide script
  • a special section on the CareSuper site for ex Asset members
  • welcome letters and statements for ex Asset members segmented to different insurance, investment and other arrangements.

After the merger we helped CareSuper welcome Asset members and inform them of their new options, benefits and choices as members of CareSuper.

Results

Transform’s performance was rated 9 out of 10 by half of the people who responded to CareSuper’s post-merger project survey. Our average rating was 8.5.

Our clients say

“Transform’s merger experience certainly gave us a head start and made the process that much easier. We particularly valued how they worked with both us and Asset. Transform delivered the integrated approach we were after, while continuing to tailor the communications to each fund’s needs. If you’re considering a merger, talk to Transform.”

Karen McPhie – Marketing Manager, CareSuper

Get in touch

Phone +61 3 9532 8342
Email admin@transformcommunications.com.au
Mail PO Box 316 Elsternwick VIC 3185 Australia

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