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1994 No. 57 SUPERANNUATION INDUSTRY (SUPERVISION) REGULATIONS - REG 2.46
Specific requirements in all cases
2.46. (1) The trustee of a fund (other than an excluded fund) must give to a
person who ceases, otherwise than by death, to be a member of the fund, the
following information:
(a) the contact details of the fund;
(b) the amount of the person's withdrawal benefit at the start of the exit
reporting period;
(c) the amount of the person's benefit at the end of the exit reporting
period and the method by which that amount was worked out;
(d) the amount of the person's benefit at the end of the exit reporting
period that must be preserved, unless there is no preservation of the
benefits;
(e) in the case of a death benefit that ceases or reduces, or will cease
or reduce, because the person has left the fund:
(i) either:
(A) the amount of the death benefit immediately before the
person left the fund or at the end of the last
member reporting period; or
(B) the method of working out the death benefit; and
(ii) whether a continuation option is available to the person and,
if it is, details of the option, a contact person who is
available to discuss the option and a telephone number for the
contact person;
(f) details (in summary form) of arrangements that the fund has to deal
with inquiries or complaints;
(g) details of the existence and (in outline terms) the functions of the
Superannuation Complaints Tribunal.
(2) If a person ceases by death to be a member of a fund (other than an
excluded fund), the trustee of the fund must give to each person receiving a
benefit from the fund as a result of the death of the person:
(a) a statement setting out:
(i) details (in summary form) of arrangements that the fund has to
deal with inquiries or complaints; and
(ii) details of the existence and (in outline terms) the functions
of the Superannuation Complaints Tribunal; or
(b) a statement that those kinds of details are available on request.
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