Prior CSLR levy summaries

The summary of levies is used to assist entities in understanding how the CSLR levy amounts have been calculated.

Annual CSLR levy period 2025-26

Issue date: 27th August 2025
Due date: 10th October 2025

Subsector	Period Estimates	Number of entities	Levy metric and description	Actual levy amounts
Credit providers	$2.799 million	1013	Credit provided in the financial year (contracts other than small and medium amount credit contracts)	Minimum levy of $100 plus $3.62 per $1 million of credit provided above $100 million (for other than small and medium amount credit contracts)
Credit intermediaries	$2.723 million	4,137	Credit representatives and number of days authorised	Minimum levy of $100 plus $52.04 per credit representative
Securities dealers	$2.343 million	1,133	Annual transaction turnover value	Minimum levy of $100 plus $21.69 per $1 million of annual transactions in securities on a large securities exchange¹
Financial advisers on relevant products to retail clients	$20 million	2,680	Adjusted number of advisers on the financial advisers register and number of days authorised	Minimum levy of $100 plus $1,295 per adviser

Note:
Period estimates amounts are rounded to the nearest $1000. Actual levy amounts have been rounded.
1 The securities dealers subsector levy metric for the 2025-26 levy period has been updated and is reflected in levy notices. Licensees within the securities dealers sub-sector will incur a minimum levy of $100 plus $21.69 per $1 million of annual transactions in securities on a large securities exchange.

Annual CSLR levy period 2024-25

Issue date: 5th August 2024
Due date: 18th September 2024

Subsector	Period Estimates	Number of entities	Levy metric and description	Actual levy amounts
Credit providers	$1.498 million	1,019	Credit provided in the financial year (contracts other than small and medium amount credit contracts)	Minimum levy of $100 plus $1.95 per $1 million of credit provided above $100 million (for other than small and medium amount credit contracts)
Credit intermediaries	$1.800 million	4,214	Credit representatives and number of days authorised	Minimum levy of $100 plus $33.85 per credit representative
Securities dealers	$2.288 million	1,095	Annual transaction turnover value	Minimum levy of $100 plus $14.92 per $1 million of annual transactions in securities on a large securities exchange
Financial advisers on relevant products to retail clients	$18.562 million	2,766	Adjusted number of advisers on the financial advisers register and number of days authorised	Minimum levy of $100 plus $1,186 per adviser

Note:
Period estimates amounts are rounded to the nearest $1000. Actual levy amounts have been rounded.