Australian Securities and Investments Commission
On 13 August, ASIC Announced A “review Of Superannuation Investment Requirements” Outlined In RG97 Relating To Property Investment. I Request A Copy Of Any Guidance, Briefing Notes, Memos Or…
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On 13 August, ASIC Announced A “review Of Superannuation Investment Requirements” Outlined In RG97 Relating To Property Investment. I Request A Copy Of Any Guidance, Briefing Notes, Memos Or Correspondence From Treasurer Jim Chalmers’ Office, Treasury And Or Other Government Agencies Regarding This Decision To Review Rg97. I Also Request Any Internal ASIC Reports Or Documents Detailing The Reasoning Behind The Decision To Review Rg97.
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ASIC conducted a targeted review of Regulatory Guide 97 (RG 97) regarding disclosure requirements for superannuation investment, specifically examining whether stamp duty should be excluded as a disclosable transaction cost in Product Disclosure Statements and periodic statements. The review was prompted by concerns that mandatory stamp duty disclosure distorts superannuation trustee investment decisions in property by negatively impacting performance test results and discouraging property investment. ASIC established a Superannuation Investment Working Group with representatives from superannuation funds, investment managers, government, and regulators, convening in August 2025. Internal briefing notes indicate ASIC attended the Treasurer's Fifth Investor Roundtable on 6 August 2025 to discuss whether current fee and cost disclosure regulations unduly impact investor outcomes and the broader economy. ASIC intended to finalise the review outputs by October 2025 and report findings by 30 November
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