Comply with SPS 530 (Investment Governance) for APRA-regulated super funds

RSE licensees must have a documented investment governance framework.

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Who must comply

APRA-regulated RSE licensees.

What triggers it

Holding an RSE licence.

When due

Continuous; annual performance test.

Evidence required

Investment governance framework, board minutes, performance attribution reports.

Max penalty

APRA enforcement actions including additional capital, licence conditions

Summary

SPS 530 sets requirements for an RSE licensee's investment governance framework: investment beliefs, formulation of investment strategy, performance assessment, valuation, liquidity management. Annual performance testing (under YFYS regime) for MySuper + Choice products separate but related.

Enforced by

Source legislation

Industries

Topics

superinvestment-governance

Source: https://apra.gov.au/super-prudential-framework. Rules Mate is not a law firm. Always verify against the live regulator source before acting.