Approval of a Public Offer Superannuation Fund - Australian Government

Description

You will require this approval if your corporation intends to act as trustee of public offer entities. Public offer entities make offers to members of the public of superannuation products.

A public offer entity means a:

  • Public offer superannuation funds;
  • Pooled superannuation trusts; or
  • Approved deposit funds.

Please consult the Contact Officer for more information.

Service type

Licence

A licence defines the need to obtain recognition / certification and registration to undertake a certain business activity.

Eligibility requirements

The applying entity must be a constitutional corporation and intend to be a trustee of: an approved deposit fund; a public offer superannuation fund; or a pooled superannuation trust. It must satisfy prescribed asset backing requirements and must have the capacity to perform the role of a trustee.

Other accreditation and licences may be required, such as compliance with SIS fitness and propriety standards. Please consult the Contact Officer for further details.

Duration

Ongoing unless revoked

Fees

Fees Details for this service in table format.

Task Type Description
Apply Application

Please consult the Contact Officer for information on fees to be submitted.

Forms

Task Resources
Apply Application by Corporation for Approval as an Approved Trustee - Part A - Details of this application process are available directly from the Agency and their website.
Apply Application by Corporation for Approval as an Approved Trustee - Part B - Details of this application process are available directly from the Agency and their website.

Act(s) name

Superannuation Industry (Supervision) Act 1993 AG

Regulation(s) name

Superannuation Industry (Supervision) (Transitional Provisions) Regulations 1993 AG

Administering agency

Australian Prudential Regulation Authority

Contact details

Contact Email, Phone and Address Details for this service in simple two column table format, header then data.

Enquiries

Australian Prudential Regulation Authority

Toll Free: 1300 558 849
Phone: 02 8037 9015
Contact us website: http://www.apra.gov.au/Pages/Contact-APRA.aspx (Opens in new window)
Website: Australian Prudential Regulation Authority (Opens in new window)