OCCUPATIONAL SUPERANNUATION STANDARDS REGULATIONS 1987 (REPEALED)

PART IIIA - POOLED SUPERANNUATION TRUSTS  

REGULATION 23E  

23E   ELIGIBLE INVESTORS  
For the purposes of an eligible investor statement, a person is not eligible to hold units in a pooled superannuation trust unless the units are held or, in the case of units proposed to be held, are to be held by:


(a) the person as the trustee of:


(i) a superannuation fund; or

(ii) an approved deposit fund; or

(iii) a pooled superannuation trust; or


(b) the person on behalf of the trustee of a fund or trust referred to in paragraph (a) in accordance with the governing rules of that fund or trust; or


(c) the person as trustee of a public sector fund during the period ending on 30 June 1990 or a part of that period; or


(d) a life assurance company referred to in subparagraph 3A(1)(a)(iii) as part of the assets of a tax-advantaged insurance fund referred to in that subparagraph; or


(e) a registered organisation referred to in subparagraph 3A(1)(a)(iv) solely for the organisation ' s tax-advantaged business referred to in that subparagraph; or


(f) an entity referred to in subparagraph 3A(1)(a)(v) ; or


(g) the person as marketing manager for the trust.


 

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