REP 28 Eligible rollover fund disclosure campaign

Released January 2004.

The aim of this report is to:

outline the disclosure practices of the trustees of both eligible rollover funds (ERFs) and funds that pay benefits to ERFs (feeder funds) in the context of the transitional superannuation disclosure requirements; and
facilitate improved disclosure to members by ERFs and feeder funds (through a range of recommendations and initiatives) so that members have a clearer and more comprehensive understanding of:
- the operation of the ERF to which they belong; and
- the circumstances in which their benefits can be transferred to an ERF and the effect of such a transfer.