OCCUPATIONAL SUPERANNUATION STANDARDS REGULATIONS 1987 (REPEALED)

PART IIIA - POOLED SUPERANNUATION TRUSTS  

REGULATION 23D  

23D   ELIGIBLE INVESTOR STATEMENTS  
An eligible investor statement made by a person in relation to units in a pooled superannuation trust:

(a) must be given to the trustees of the trust; and

(b) must state that the person is at the date of the statement eligible to hold the units; and

(c) must:

(i) state the grounds on which the person is eligible under regulation 23E to hold the units; and

(ii) where:

(A) regulation 23F , 23G or 23H applies in relation to the person; and

(B) the person is eligible in spite of regulation 23F or 23G , or under regulation 23H , to hold the units;

state the grounds on which the person is eligible to hold the units; and

(iii) state:

(A) that the person has not ceased under regulation 23K to be eligible to hold the units; or

(B) if the person has ceased under regulation 23K to be eligible to hold the units - the grounds on which the person is to be taken under subregulation 23L(6) not to have ceased to be eligible to hold the units; and

(d) where the statement refers to a notice of compliance given to the person as trustee of a superannuation fund, an approved deposit fund or a pooled superannuation trust - must be accompanied by a copy of the notice; and

(e) must be in writing; and

(f) must set out the date of the statement; and

(g) must be signed:

(i) by the person; or

(ii) by another person authorised by the person in writing to sign eligible investor statements; or

(iii) where the person is a registered organisation - by the public officer of the organisation or by a person authorised in writing by the public officer to sign eligible investor statements.