Update to revocation of superannuation reporting standards
To: RSE Licensees
APRA has revoked Reporting Standard SRS 530.0 Investments and Reporting Standard (SRF 530.0) SRS 702.0 Investment Performance (SRS 702.0) on 1 December 2023. The last submission for these forms was for the period ending 30 September 2023.
For Reporting Standard SRS 533.0 Asset Allocation (SRS 533.0), from the period ending 31 December 2023, RSE licensees are exempted from reporting under SRS 533.0 in respect of MySuper products with a single diversified investment strategy. The last reporting period required for SRF 533.0 in respect of MySuper products single diversified investment strategy was for the period ending 30 September 2023.
APRA has not exempted RSE Licensees from reporting under SRS 533.0 in respect of MySuper products with a lifecycle investment strategy. RSE Licensees that offer MySuper products with a lifecycle investment strategy are required to continue to report under SRS 533.0 in respect of those products until further notice by APRA.
APRA has also revoked two transitional reporting standard for which no reporting is currently expected; Reporting Standard SRS 410.0 Accrued Default Amounts (SRS 410.0) and Reporting Standard SRS 530.1 Investments and Investment Flows (SRS 530.1).
If you have any questions, please contact DataAnalytics@apra.gov.au.
Yours sincerely,
Andy Robertson
Chief Data Officer
Technology and Data