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Status: Open to submissions
10 March 2023

Transfer planning in superannuation: proposed enhancements

This page contains APRA's consultation on proposed enhancements to the prudential framework to strengthen transfer planning in superannuation.

November 2022

 

On 10 November 2022, APRA released a discussion paper seeking feedback from superannuation trustees and other industry stakeholders on a series of measures to enhance planning by superannuation trustees in the event they need to transfer members out of – or into – their fund. 
 
The prudential framework enhancements include new requirements for trustees to be prepared for a transfer of members and an update of the transfer planning guidance contained in Prudential Practice Guide SPG 227 Successor Fund Transfers and Wind-ups to strengthen and simplify the guidance. 
 
This consultation is open until 10 March 2023.

Media release: APRA moves to strengthen transfer planning in superannuation.

The discussion paper is available below:

Discussion paper

 

Discussion paper - Superannuation transfer planning: Proposed enhancements

Note on submissions

It is APRA's policy to publish all submissions on the APRA website unless the respondent specifically tells APRA in writing that all or part of the submission is to remain confidential. An automatically generated confidentiality statement in an email does not satisfy this purpose. If you would like only part of your submission to be confidential, you should provide this information marked as 'confidential' in a separate attachment.