Commonwealth Consolidated Regulations

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FAMILY LAW (SUPERANNUATION) REGULATIONS 2001 - REG 63A

Giving valuation information--partially vested accumulation interest (Act s 90XZB, s 90YZR)

  (1)   If an application for information under section   90XZB or 90YZR of the Act specifically requested the trustee to provide the information mentioned in paragraph   63(4A)(aa) and the trustee, in response to that application:

  (a)   provided the gross value of the partially vested accumulation interest at the appropriate date, determined in accordance with a method or factors approved by the Minister under regulation   38; but

  (b)   has not provided sufficient information to enable the applicant to check whether that gross value of the interest has been correctly determined in accordance with the approved method or factors;

the applicant may make an application for information that will enable the applicant do so.

Note:   This subregulation applies on or after 1   July 2007 to an interest if a determination has not been made under subregulation   63(6A) requiring the trustee to give information, not otherwise required under subregulation   63(4A), which would enable the applicant to check if the gross value of the interest was correctly determined.

  (2)   The trustee must, within a reasonable time after receiving the later application, provide the information requested by the applicant in a document that is addressed to the applicant.

  (3)   Subregulation   68B(2) applies to information that is provided by the trustee to the applicant under this regulation.


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