Australian Securities and Investments Commission
On 13 August 2025, ASIC Issued A Media Release Titled ‘asic To Review Superannuation Investment Requirements', Which Announced Asic's Commencement Of A Review Into Property Investment By…
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On 13 August 2025, ASIC Issued A Media Release Titled ‘asic To Review Superannuation Investment Requirements', Which Announced Asic's Commencement Of A Review Into Property Investment By Superannuation Funds, Led By Both ASIC And The Treasury. In Pursuance Of My Right Under The Act, I Seek Access To Any And All Correspondence, Emails Or Communications, Including Messaging On Mobile Devices Between ASIC And The Treasury In Relation To Regulatory Guide 97 (rg97) And/or The Planned ASIC Review Of Superannuation Investment Disclosure Requirements, From May 2025 To March 2026. Should Documents Be Released, I Request That Any Email Correspondence Includes The Email Domains Upon Release. I Am Agreeable To Redacting Names Of Non-Senior Executive (ses) Persons From Email Addresses Under S22(1)(a)(ii) Of The Act. In Processing This Request, I Do Not Seek Access To: Duplicate Documents, The Names Of Non-SES Persons, Or The Phone Numbers Of Officials.
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ASIC and Treasury established a Superannuation Investment Working Group in September 2025 to review two specific superannuation disclosure obligations under Regulatory Guide 97. The working group, comprising representatives from superannuation funds, investment managers, consumer advocates, and government bodies, held meetings in September and October 2025 to examine whether stamp duty should be excluded as a disclosable transaction cost in product disclosure statements and periodic statements, and whether class order relief was needed for disclosing internally managed private credit arrangements in portfolio holdings. ASIC aimed to complete the targeted review by November 2025 to enable prompt implementation of any resulting actions. The review was deliberately limited in scope to these two issues. This correspondence documents Treasury's Assistant Secretary Ruth Moore's acceptance of an invitation to participate in the working group.
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