s 6
In forceProvision of information by trustee—payment phase interests
6 Provision of information by trustee—payment phase interests
In relation to a superannuation interest mentioned in an item in the following table:
(a)
for the purposes of paragraphs 63(6B)(a) and 64(7B)(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 the purposes of paragraphs 63(6B)(b) and 64(7B)(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 payment phase table | The information mentioned in paragraphs 63(3)(b) and 64(3)(b) of the Regulations | The information mentioned in the definition of P in item 1 of the payment phase table The following information in relation to the person who has the interest: (a) the person’s date of birth; (b) the type of pension to which the person is entitled; (c) the annual amount (if any) of the person’s pension that is payable, in accordance with the Rules, in respect of 1 or more eligible children |
| 2 | An interest mentioned in item 2 of the payment phase table | The information mentioned in subparagraphs 63(3)(b)(ii), (iii), (iv) and (v) and 64(3)(b)(ii), (iii), (iv) and (v) of the Regulations | The date of birth of the person who has the interest |
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