Skip to main content

Fees and levies for superannuation

Cost recovery implementation statement

 


Levy imposition determinations 

Retirement savings account levy imposition determinations

Schedule of fees

This Schedule sets out the fees as stipulated in Regulation 3A.06 of the Superannuation Industry (Supervision) Regulations 1994, for applicants applying after 1 July 2006. These fees are GST exempt.

  • For applicants for an RSE licence:
  • Public offer entity licence: $20,000
  • Extended public offer entity licence: $20,000
  • Non-public offer entity licence: $5,500
  • There is no licence application fee for an Acting Trustee RSE licence.

Re-application where an application was made in the previous 12 months and refused or withdrawn:

  • Public offer entity licence: $10,000
  • Extended public offer entity licence: $10,000
  • Non-public offer entity licence: $2,750

Variation of licence class:

  • Application to vary licence class from non-public offer to public offer or extended public offer: $14,500
  • Application to vary licence class from public offer to extended public offer or non-public offer: $500
  • Application to vary licence class from extended public offer to public offer or non-public offer: $500
  • Application to vary licence class from non-public offer to public offer or extended public offer*: $16,500

*(Where, at the time of the original application for its RSE licence, the trustee was a trustee of an RSE at 1 July 2004 and the assets of all RSEs of which the applicant proposed to become an RSE licensee were less than $5 million as per the statement of financial position for the last year of income before 1 July 2004.)