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SUPERANNUATION INDUSTRY (SUPERVISION) REGULATIONS 1994 - REG 7A.03F Requirements for requests

SUPERANNUATION INDUSTRY (SUPERVISION) REGULATIONS 1994 - REG 7A.03F

Requirements for requests

  (1)   A request by a person under this Division must be made:

  (a)   before the end of 28 days after the trustee gives a payment split notice to the person; or

  (b)   if the trustee allows a longer period, before the end of the longer period allowed.

  (2)   The request must be made by written notice given to the trustee.

  (3)   The notice must:

  (a)   be signed by the person making the request; and

  (b)   state the date when it is given to the trustee; and

  (c)   include the name, date of birth and postal address of the person making the request; and

  (d)   for a request made by the member spouse, include a written nomination by the non - member spouse of the regulated superannuation fund, approved deposit fund, EPSSS or RSA specified in the request.

  (4)   The trustee may allow the request to be withdrawn.

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