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INFO 287

FAQs: Non-ongoing fee requests or consents

This is Information Sheet 287 (INFO 287). It answers frequently asked questions (FAQs) for financial advisers who must get a client’s written request or consent to charge non-ongoing fees to a client’s superannuation account.

In plain English

INFO 287 provides FAQs for financial advisers charging non-ongoing fees to clients’ superannuation accounts.

INFO 287 addresses frequently asked questions for financial advisers. It concerns obtaining a client’s written request or consent before charging non-ongoing fees to their superannuation account. This guidance applies to advisers providing financial advice. It clarifies requirements related to these fee arrangements. The document was last updated by ASIC.

Why it matters

Financial advisers must understand and follow these rules. Failing to obtain proper consent for non-ongoing fees could lead to compliance issues. This guidance helps ensure advisers meet their obligations and protect client 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/financial-services/giving-financial-product-advice/fees/faqs-non-ongoing-fee-requests-or-consents/. Rules Mate indexes + summarises; always verify against the regulator's live publication.