The Association of Superannuation Funds of Australia provides numerous resources for the superannuation industry and general public.

RG 97 Industry Working Group

The RG 97 Industry Working Group (IWG) has produced a series of FAQs, available below, to assist providers in implementing ASIC’s legislative instruments and revised Regulatory Guide 97 (RG 97). The FAQs include topics that the IWG believes still require some interpretation.

As the revised RG 97 is much clearer than the previous version of RG 97, the IWG will not be issuing a revised, comprehensive, IWG Guidance document. The current IWG Guidance document, produced in 2017, can still be used by providers until they opt-in to the new RG 97 regime but, once a provider moves to the new RG 97 regime, it will no longer be relevant.

RG 97 Industry Working Group Download

The IWG has also supplied two data collection templates to provide assistance to funds – one is an Industry Fund template for alternatives, mandated and pooled funds and the other is a Morningstar template for pooled funds.

Industry Fund template Download
Morningstar template Download