Family Law (Superannuation) (Provision of Information - Military Superannuation and Benefits Scheme) Determination 2004
5Provision of information by trustee—growth phase interests
Start here
Get a plain-English read of 5
Turn the raw legal text into a practical explanation grounded in Family Law (Superannuation) (Provision of Information - Military Superannuation and Benefits Scheme) Determination 2004.
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) MBThe 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) MBThe 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) MBThe 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 |