Rules Mate

INFO 168

Giving and collectively charging for intra-fund advice

This is Information Sheet 168 (INFO 168). It gives guidance to superannuation trustees and other persons on giving and collectively charging for certain types of simple superannuation advice under the Superannuation Legislation Amendment (Further MySuper and Transparency Measures) Act 2012 (Stronger Super reforms), whi

In plain English

INFO 168 explains how superannuation trustees can provide simple advice and charge members for it.

INFO 168 provides guidance to superannuation trustees and others. It covers giving and collectively charging for certain simple superannuation advice. This advice relates to the Superannuation Legislation Amendment (Further MySuper and Transparency Measures) Act 2012. The guidance helps trustees understand their obligations. It does not state a commencement or revision date.

Why it matters

If your business is a superannuation trustee, understand this guidance. It clarifies rules around providing advice and charging members. This helps ensure compliance with superannuation laws and protects member interests.

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AI-assisted summary, grounded in the source link below. Generated 2026-05-23 via gemma3:12b.

Issuing regulator

ASIC

Topics


Source: https://www.asic.gov.au/regulatory-resources/superannuation-funds/superannuation-guidance-relief-and-legislative-instruments/giving-and-collectively-charging-for-intra-fund-advice/. Rules Mate indexes + summarises; always verify against the regulator's live publication.