Fact sheets and frequently asked questions information for APRA-regulated funds.
Tax and super consequences for funds that receive compensation.
Questions on changes to taxation of the departing Australia super payment (DASP).
When a super fund receives compensation from a financial service provider for deficient financial advice.
Determine the value of a defined benefit super interest to calculate the crystallised segment of the tax-free component.
When a super fund receives compensation from a financial services provider for fees when no service is provided.
Commissioner's view as to what constitutes a super interest in relation to the different kinds of super fund.
Other information relevant to compensation received by super funds from financial institutions and insurance providers.
When a super fund receives compensation from an insurer for overcharged premiums.
Calculating the superannuation contributions surcharge, and reporting and payment obligations.
Questions and answers for tax treatment of transfers from foreign super funds to super funds.