Corporations Regulations 2001

For paragraph 1017D(5)(g) of the Act, and in addition to regulations 7.9.19 and 7.9.20, a periodic statement for a member of a capital guaranteed fund must include the following details:

a statement that outlines the means by which the fund is to be maintained as a capital guaranteed fund and sets out the name of the institution providing the investments that back the fund;

a statement that outlines the effect of the lower‑risk/lower‑return nature of the product on possible benefits in the long term;

a statement that the member may wish to consider:

other superannuation arrangements that may provide a greater return over the long term; and

seeking advice on alternative investment arrangements that may be more suitable.

For paragraph 1017D(5)(g) of the Act, and in addition to regulation 7.9.19, a periodic statement for an RSA holder must include the following details:

a statement that outlines the effect of the lower‑risk/lower‑return nature of the product on possible benefits in the long term;

a suggestion that the RSA holder may wish to consider:

other superannuation arrangements that may provide a greater return over the long term; and

seeking advice on alternative investment strategies that may be more suitable.