s 5
In forceProvision of information by trustee—growth phase interests
5 Provision of information by trustee—growth phase interests
In relation to a superannuation interest mentioned in an item in the following table:
(a)
for paragraph 64(7)(a) of the Regulations, the trustee of the MSBS is not required to provide the information about the interest mentioned in column 3 of the item; and
(b)
for paragraph 64(7)(b) of the Regulations, the trustee of the MSBS must provide the information about the interest mentioned in column 4 of the item.
| Item | Superannuation Interest | Information not required to be provided | Information that must be provided |
|---|---|---|---|
| 1 | An interest mentioned in item 1 of the growth phase table | The information mentioned in paragraphs 64(4A)(a) to (c) of the Regulations | The information mentioned in the definitions of the following factors in item 1 of the growth phase table: (a) FDB; (b) UDB; (c) MB The following information about the person who has the interest: (a) the person’s date of birth; (b) whether the person was an officer, or was not an officer, immediately before the time when a preserved benefit became applicable to him or her |
| 2 | An interest mentioned in item 2 of the growth phase table | The information mentioned in paragraphs 64(4)(a) to (i) of the Regulations | The information mentioned in the definition of the following factors in item 2 of the growth phase table: (a) EB; (b) FEB; (c) FDB; (d) UDB; (e) MB The following information about the person who has the interest: (a) the person’s date of birth; (b) whether the person is an officer or is not an officer; (c) the period or periods of the person’s eligible service |
| 3 | An interest mentioned in item 3 of the growth phase table | The information mentioned in paragraphs 64(4)(a) to (i) of the Regulations | The information mentioned in the definition of the following factors in item 3 of the growth phase table: (a) EB; (b) FDB; (c) UDB; (d) MB The following information about the person who has the interest: (a) the person’s date of birth; (b) whether the person is an officer or is not an officer; (c) the period or periods of the person’s eligible service |
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