State Superannuation Regulations 2001

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 —

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

understanding the main features of the relevant scheme; and

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

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

understanding the particular investments of the Fund.

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 —

understanding the main features of the relevant scheme; and

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

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

making an informed judgment about the investment performance of the Fund.

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 —

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

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

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

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

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.