Tasplan’s chief investment officer has stepped down from his role after helping to merge the company with the Retirement Benefits Fund investment portfolio.
Tasplan has acknowledged resigning Dr Ian Lundy as instrumental when two organisations came together in 2016.
Dr Lundy had started at RBF in 2011.
“The bringing together of multibillion-dollar investment funds over the last number of years has been a complex process and I thank Dr Lundy for his dedicated stewardship of our members’ assets and for this very successful contribution to the retirement outcomes of Tasmanians,” Naomi Edwards, chair of Tasplan said.
Dr Lundy said he was proud of his achievements, both with the RBF and subsequently Tasplan.
“During my time with both organisations, there has been considerable investment growth for the funds and it is fantastic to now see a Tasmanian-based organisation managing over $9 billion in assets for its 138,000 members throughout Australia,” Dr Lundy said.
“It is with some sadness that I announce my departure from the organisation, but with the fund now stabilised after the merger of RBF with Tasplan, it is time for me to move onto new challenges.”
Sarah Simpkins is a journalist at Momentum Media, reporting primarily on banking, financial services and wealth.
Prior to joining the team in 2018, Sarah worked in trade media and produced stories for a current affairs program on community radio.
You can contact her on [email protected].
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