Commonwealth Numbered Regulations

1997 No. 116 RETIREMENT SAVINGS ACCOUNTS REGULATIONS - REG 2.34

2.34. (1) Subject to subregulation (2), the RSA provider must give to a
person, on request by the person, information that the person reasonably
requires, as follows:

   (a)  if the person is a concerned person (as defined in subregulation (3))
        - for the purposes of:

        (i)    understanding any benefit entitlements that the person may
               have, has or used to have; and

        (ii)   understanding the main features of the relevant RSA; or

   (b)  if the person is an employer who made an application, on behalf of an
        employee - for the purposes of:

        (i)    understanding the kinds of benefits to which the person's
               employees are entitled or will or may become entitled, and the
               main features of the RSA; and

        (ii)   a matter related to the SGA Act.

(2) This regulation does not require (or, by implication, authorise) the
disclosure of:

   (a)  internal working documents of the RSA provider; or

   (b)  information or documents that would disclose, or tend to disclose:

        (i)    personal information of another person if, in the
               circumstances, the disclosure would be unreasonable; or

        (ii)   trade secrets or other information having a commercial value
               that would be reduced or destroyed by the disclosure; or

   (c)  information or documents in relation to which the RSA provider owes to
        another person a duty of non-disclosure.

(3) In this regulation and regulation 2.35:

"concerned person" means a person who:

   (a)  is, or was within the preceding 12 months, the holder of the RSA; or

   (b)  is a legal personal representative of the holder of the RSA; or

   (c)  has a right or claim under the RSA; in relation to which the request
        is made.