Fees and costs disclosure

ASIC issues regulatory materials including regulatory guides, information sheets, letters to trustees, consultation papers and FAQs, and may grant individual and legislative instrument (formerly class order) relief to guide and assist the industry to meet the regulatory requirements relevant to the superannuation industry.

Notifying ASIC in relation to transition period extension

1. Advise ASIC in writing before 1 February 2017 by email to:

feeandcostdisclosure@asic.gov.au identifying yourself (ie the name of the trustee or issuer) and the Product Disclosure Statement(s) 

  1. stating that you intend to provide to ASIC written information relating to any relevant superannuation products or relevant investment products to which the Statement relates before 1 March 2017; and 
  2. if any financial product to which the Statement relates will not be offered for issue after September 2017, identifying that financial product.

2. Provide ASIC data on fees and costs before 1 March 2017 

Download the form and instructions below to provide ASIC data on fees and costs. The information must be provided before 1 March 2017 or if provided based on a notification from ASIC within 6 business days of the notification. The completed form must be emailed feeandcostdisclosure@asic.gov.au

More information

What's new

Innovative retirement income stream products

From 1 July 2017, the government will extend the tax exemption on earnings in the retirement phase to new innovative retirement income stream products. A new cross-agency process has been developed to help industry.

Find out more about this cross-agency initiative and how to apply


Releases

Superannuation member experience report

ASIC has released a report about our review of key aspects of consumer engagement with their super funds, focusing on the experience of less-engaged superannuation fund members. 17-217MR. 30 June

Shorter PDS relief extended

ASIC has extended to 30 June 2018 relief excluding multifunds, superannuation platforms and hedge funds from the shorter PDS regime. 17-216MR, 29 June

More releases on superannuation


ASIC Insights

ASIC Insights 2016 session video

Last updated: 09/01/2017 12:17