Superannuation Industry (Supervision) Regulations 1994

PART 9AB - ANNUAL PERFORMANCE ASSESSMENTS ETC.  

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History

Pt 9AB inserted by FRLI No F2021L01077, reg 4 and Sch 1 item 4, effective 6 August 2021. For transitional provision, see s 14.28 .

Division 9AB.1 - Preliminary  

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Div 9AB.1 inserted by FRLI No F2021L01077, reg 4 and Sch 1 item 4, effective 6 August 2021. For transitional provision, see s 14.28 .

REGULATION 9AB.4   MEANING OF LIFESTAGE WEIGHT  

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9AB.4(1)    
The lifestage weight of a Part 6A product, in relation to a quarter and a lifestage, is:

(a)    the market value at the end of the previous quarter of all investments supporting the Part 6A product that are referable to the lifestage;

divided by;

(b)    the market value at the end of the previous quarter of all investments supporting the Part 6A product that are referable to a lifestage of the Part 6A product.

9AB.4(2)    

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For the purposes of subregulation (1) , if the previous quarter is before the Part 6A product ' s initial quarter, treat the references in subregulation (1) to the previous quarter as being references to the initial quarter.

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Reg 9AB.4(2) substituted by FRLI No F2023L01063, reg 4 and Sch 1 item 15, effective 4 August 2023. For transitional provision, see reg 14.36 . Reg 9AB.4(2) formerly read:

9AB.4(2)
For the purposes of subregulation (1), if the previous quarter is before the first quarter (the initial quarter ) in relation to which the trustee of the superannuation entity offering the Part 6A product reported to APRA, in accordance with the applicable investment performance standard, a net return of the Part 6A product, treat the references in subregulation (1) to the previous quarter as being references to the initial quarter.

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History

Reg 9AB.4 inserted by FRLI No F2021L01077, reg 4 and Sch 1 item 4, effective 6 August 2021. For transitional provision, see reg 14.28 .

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