REP 638 Consumer testing of the fees and costs tools for superannuation and managed investment schemes

Released 29 November 2019

This report was commissioned by ASIC and produced by Susan Bell Research.

It sets out the results of consumer testing that was conducted to find out whether proposed changes to the way that fees and costs are disclosed in

Product Disclosure Statements (PDSs) and periodic statements for superannuation and managed investments are easier to understand and more useful to consumers than the current versions.

While this report was finalised by Susan Bell Research in May 2019, it was released in November 2019 to coincide with the release of updated Regulatory Guide 97 and Report 637 Response to submissions on CP 308 Review of Regulatory Guide 97 (REP 637).

Download the report (PDF 2 MB)