Fact sheets
Fact sheets and frequently asked questions information for APRA-regulated funds.
Tax and super consequences for funds that receive compensation.
When a super fund receives compensation from a financial service provider for deficient financial advice.
Determine the value of a defined benefit super interest to calculate the crystallised segment of the tax-free component.
When a super fund receives compensation from a financial services provider for fees when no service is provided.
Commissioner's view as to what constitutes a super interest in relation to the different kinds of super fund.
Other information relevant to compensation received by super funds from financial institutions and insurance providers.
When a super fund receives compensation from an insurer for overcharged premiums.
Calculating the superannuation contributions surcharge, and reporting and payment obligations.
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