Fee Information

 


Annual fees

CIO membership fees are determined by the nature of the applicant's business operations. 

Australian Credit Licence (ACL)

Annual membership fees start at $390 (inclusive of GST). This fee covers one of the applicant's directors or employees who engages in credit activities on behalf of the applicant. If you have additional directors or employees engaging in credit activities on your behalf or if you have appointed other persons to engage in credit activities on your behalf, an additional fee of $100 (inclusive of GST) is payable for each representative

Credit Representatives
 

The annual membership fee for a Credit Representative is $140 (inclusive of GST). 

Australian Financial Services (AFS) Licence


Annual membership fees start at $390 (inclusive of GST). This fee covers one of the applicant's directors or employees who conducts a financial services business on behalf of the applicant. If you have additional directors or employees conducting a financial services business on your behalf or if you have authorised other persons to conduct a financial services business on your behalf, an additional fee of $100 (inclusive of GST) is payable for each representative

Limited AFS Licence

No annual membership fee is payable until 1 July 2017
 
CIO's membership covers up to five representatives of the applicant who conduct a financial services business on behalf of the applicant. If you have authorised more than five representatives to give advice about SMSFs on your behalf, an additional fee of $100 (inclusive of GST) is payable for each further representative

Privacy Act Participants and other financial services providers

For information about annual fees, 
please contact the CIO Membership Office on (02) 9273 8455 or email members@cio.org.au.
 

Fee schedule 

Membership fees are invoiced annually. A service fee is invoiced according to the fee category applicable at the date of the invoice.

Hardship service fees are invoiced in addition to the portion of the complaint that does not refer to hardship. If the complaint is only in relation to hardship, then only the hardship category fees will apply.

Follow the link below for a full copy of the fee schedule.

Fee schedule 2016/2017 (effective from 1 July 2016)


Application fee


A one-off application fee of $190 (inclusive of GST) is also payable when you join CIO as a new member. 

This fee will be waived for applicants joining CIO as a limited AFS licensee before 31 March 2016.