Document ID: chunk:federal_register_of_legislation:F2024C01249:reg:1:p29
Version: federal_register_of_legislation:F2024C01249
Segment Type: reg
Provision Reference: reg 1 (pt 29/43)
Character Range: 1338135–1340937

information publicly available on the superannuation entity's website; and
 (b) if the holder elects to have a hard copy or electronic copy of the fund information—by sending the fund information to the holder, in that form, until the holder notifies the trustee that a hard copy or electronic copy is no longer required.
 (7) Fund information for a fund reporting period must be readily accessible from the entity's website.
 (8) Subregulations (6) and (7) do not apply to a self managed superannuation fund.

7.9.33  Use of more than 1 document
  For the purposes of subsection 1017DA(1) of the Act, a reference in Subdivisions 5.5 to 5.7 of this Division to fund information:
 (a) includes 2 or more documents that include all of the information required by those Subdivisions; and
 (b) is to be read as if subsections 1013L(1), (2), (3), (5) and (7) of the Act were included in those Subdivisions, and referred to fund information instead of a Product Disclosure Statement.

Subdivision 5.6—Fund information for retail clients for financial products that have an investment component: fund information for regulated superannuation funds and approved deposit funds

7.9.34  Application of Subdivision 5.6
  This Subdivision applies in relation to:
 (a) a regulated superannuation fund; and
 (b) an approved deposit fund.

7.9.35  General requirement
  Fund information includes all information that the responsible person reasonably believes a product holder would reasonably need for the purpose of:
 (a) understanding the management and financial condition of the fund and of the relevant sub‑plan (if any); and
 (b) understanding the investment performance of the relevant sub‑plan or, if none, of the fund.

7.9.36  Specific requirements in all cases
  Fund information includes all of the following items of information:
 (a) the contact details of the fund;
 (b) in respect of the relevant sub‑plan or, if none, of the fund—a description of:
 (i) the investment strategy of the fund trustee, having regard to the requirements of paragraph 52(2)(f) of the SIS Act; and
 (ii) the investment objectives.

7.9.37  Specific requirements in particular cases
 (1) Fund information includes all of the following, so far as they are applicable:
 (a) in respect of the relevant sub‑plan or, if none, of the fund—the names of investment managers appointed by the trustee;
 (b) in the case of a standard employer‑sponsored fund that is not a public offer superannuation fund and does not have a trustee approved under subsection 92(10) of the SIS Act:
 (i) if the trustee of the fund is a body corporate, the name of that body corporate and the names of all its directors during the whole or any part of the reporting period and, in respect of each of those directors, details of how and by whom they were