Western Australian Current Regulations

STATE SUPERANNUATION REGULATIONS 2001 - REG 224D

224D .         Member, Employer etc., Board to give information to on request

        (1)         If requested to do so by a Member or a person to whom a death benefit is paid, the Board is to give to the person all the information that the person reasonably requires for the purposes of —

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

            (b)         understanding the main features of the relevant scheme; and

            (c)         making an informed judgment about the management and financial condition of the Fund; and

            (d)         making an informed judgment about the investment performance of the Fund; and

            (e)         understanding the particular investments of the Fund.

        (2)         If requested to do so by an Employer, the Board is to give to the Employer all the information that the Employer reasonably requires for the purposes of —

            (a)         understanding the main features of the relevant scheme; and

            (b)         understanding the kinds of benefits to which the Employer’s workers are entitled or will or may become entitled; and

            (c)         making an informed judgment about the management and financial condition of the Fund; and

            (d)         making an informed judgment about the investment performance of the Fund.

        (3)         If requested to do so by a Member, a person to whom a death benefit is paid or an Employer, the Board is to give to the person a copy, or access to a copy, of —

            (a)         the Act, these regulations and any other regulation under the Act; or

            (b)         the most recent audited accounts of the Fund, together with (whether or not specifically requested) the auditor’s report in relation to the accounts; or

            (c)         the report relating to the most recent actuarial investigation of the Fund; or

            (d)         the latest information given under regulation 223 to Members of the relevant scheme.

        (4)         The Board need not give a person information or a copy of a document under this regulation if it has previously given the person the information, or a copy of the document, under this regulation.

        [Regulation 224D inserted: Gazette 29 Jun 2001 p. 3101‑3; amended: Gazette 13 Apr 2007 p. 1606-7; 6 Dec 2011 p. 5133; 17 Jan 2012 p. 473.]