{"id":584575,"date":"2026-07-14T04:43:31","date_gmt":"2026-07-14T04:43:31","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/584575\/"},"modified":"2026-07-14T04:43:31","modified_gmt":"2026-07-14T04:43:31","slug":"asic-releases-2025-26-industry-levy","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/584575\/","title":{"rendered":"ASIC releases 2025\u201326 industry levy"},"content":{"rendered":"

ASIC has confirmed the estimated industry funding levy for the 2025\u201326 financial year, and how much licensees can expect to pay.<\/strong><\/p>\n

According to its annual Cost Recovery Implementation Statement (CRIS), ASIC said the total for the financial advice sector overall is $62.6 million, up from $46.1 million last year.<\/p>\n

Breaking it down by sub-sectors, the estimated cost for licensees that provide personal advice to retail clients on relevant financial products will be $48.72m.<\/p>\n

The estimated levy for those operating in this sub-sector will be a minimum levy of $1,500 plus $3,037 per adviser for licensees that provide personal advice to retail clients on relevant financial products. This is up from $1,500 plus $2,314 last year, a rise of 31 per cent and compares to a 12 per cent decrease last year.<\/p>\n

However, the biggest change has been seen in those\u00a0licensees that provide general advice only where this year\u2019s estimated levy has more than doubled from $4,665 to $10,979 while estimated costs have risen from $5.2 million to $12.34 million.<\/p>\n

Licensees that provide personal advice to wholesale clients only have seen their levy reduced from $825 to $548 while estimated total costs have fallen from $1.64 million to $1.26 million.<\/p>\n

Financial advice sector levies<\/strong><\/p>\n\n\n

Subsector<\/strong><\/b><\/p>\n<\/td>\n\n

Estimated levy<\/strong><\/b><\/p>\n<\/td>\n\n

Estimated cost<\/strong><\/b><\/p>\n<\/td>\n<\/tr>\n\n\n

Licensees that provide personal advice to retail clients on relevant financial products<\/p>\n<\/td>\n\n

Minimum levy of $1,500 plus $3,037 per adviser<\/p>\n<\/td>\n\n

$48.72 million<\/p>\n<\/td>\n<\/tr>\n\n\n

Licensees that provide personal advice to retail clients on products that are not relevant financial products<\/p>\n<\/td>\n\n

$555<\/p>\n<\/td>\n\n

$0.295 million<\/p>\n<\/td>\n<\/tr>\n\n\n

Licensees that provide general advice only<\/p>\n<\/td>\n\n

$10,979<\/p>\n<\/td>\n\n

$12.340 million<\/p>\n<\/td>\n<\/tr>\n\n\n

Licensees that provide personal advice to wholesale clients only<\/p>\n<\/td>\n\n

$548<\/p>\n<\/td>\n\n

$1.265 million<\/p>\n<\/td>\n<\/tr>\n

Source: ASIC, July 2026<\/p>\n","protected":false},"excerpt":{"rendered":"ASIC has confirmed the estimated industry funding levy for the 2025\u201326 financial year, and how much licensees can…\n","protected":false},"author":2,"featured_media":584576,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[177],"tags":[248338,3779,248339,79,18,6777,19,17,176584,234,235],"class_list":["post-584575","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-adviser-levy","tag-asic","tag-asic-levy","tag-business","tag-eire","tag-financial-advice","tag-ie","tag-ireland","tag-levy","tag-personal-finance","tag-personalfinance"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/116916506228654092","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/584575","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=584575"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/584575\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/584576"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=584575"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=584575"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=584575"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}