Financial advice policy overview

The FSC supports policy setting principles that:

• Engender trust and confidence in the advice profession
• Place the interests of consumers first
• Improve the accessibility and affordability of advice for all Australians

Information sheet: Trustee obligations relating to deduction of advice fees

Information sheet

This information sheet assists users to navigate the duties and obligations of trustees when paying out advice fees from a superannuation fund.  It has regard to the relevant provisions of the SIS Act, primarily but not exclusively s99FA, but does not seek to prescribe a particular approach to compliance with these provisions.

FSC Contact

For more information please contact:

Harvey Russell

Policy Director, Financial Advice & Strategic Advocacy
0411 238 217
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Julia Hukka

Policy Manager, Advice & Platforms
0432 482 155
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Financial Advice - Resources