| 1 | An interest mentioned in clause 2 of Part 7 of Schedule 2 to the M & F Approval | The information mentioned in paragraphs 64 (4) (a), (b) and (d) to (i) of the Regulations | The following information:(a) CFB, ABP, B, C and AR (as those terms are defined in clause 2 of Part 7 of Schedule 2 to the M & F Approval);(b) the date of birth of the person who has the interest mentioned in column 2;(c) the entry date (within the meaning of subsection 3 (1) of the NSW State Authorities Superannuation Act) of the person; |
| | | (d) the balance of the early release debt account for any benefit released to the person under subsection 43B (1) or 43C (1) of the NSW State Authorities Superannuation Act;(e) for each splitting order, superannuation agreement or flag lifting agreement that has been served on the trustee of the NSW State Authorities Superannuation Scheme for the interest — the date of:(i) any payment or release, under paragraph 45I (3) (a) of the NSW State Authorities Superannuation Act, of an amount to the person with the entitlement under that order or agreement; or(ii) any transfer or rollover, under paragraph 45I (3) (b) of the NSW State Authorities Superannuation Act, of an amount to a superannuation fund or a retirement savings account to be held for the benefit of the person with the entitlement under that order or agreement; |
| ( | | | (f) for each payment, release, transfer or rollover mentioned in paragraph (e):(i) the value of the entitlement of the person under the order or agreement immediately before the payment, release, transfer or rollover; and(ii) the value of the interest to which the order or agreement applies, immediately before that payment, release, transfer or rollover, determined in accordance with clause 2 of Part 7 of Schedule 2 to the M & F Approval; and(iii) ABPs, Bs and Cs (as those terms are defined in subclause 4 (2) of Part 7 of Schedule 2 to the M & F Approval) |
| 2 | An interest mentioned in clause 5 of Part 7 of Schedule 2 to the M & F Approval | The information mentioned in paragraphs 64 (4) (a), (b) and (d) to (i) of the Regulations | The following information:(a) CFB, ABP, B, C and AR (as those terms are defined in clause 2 of Part 7 of Schedule 2 to the M & F Approval);(b) the date of birth of the person who has the interest mentioned in column 2;(c) the entry date (as that term is defined in subsection 3 (1) of the NSW State Authorities Superannuation Act) of the person;(d) the balance of the early release debt account for any benefit released to the person under subsection 43B (1) or 43C (1) of the NSW State Authorities Superannuation Act; |
| | | (e) for each splitting order, superannuation agreement or flag lifting agreement that has been served on the trustee of the NSW State Authorities Superannuation Scheme for the interest — the date of:(i) any payment or release, under paragraph 45I (3) (a) of the NSW State Authorities Superannuation Act, of an amount to the person with the entitlement under that order or agreement; or(ii) any transfer or rollover, under paragraph 45I (3) (b) of the NSW State Authorities Superannuation Act, of an amount to a superannuation fund or a retirement savings account to be held for the benefit of the person with the entitlement under that order or agreement; |
| | | (f) for each payment, release, transfer or rollover mentioned in paragraph (e):(i) the value of the entitlement of the person under the order or agreement immediately before the payment, release, transfer or rollover; and |
| | | (ii) the value of the interest to which the order or agreement applies, immediately before that payment, release, transfer or rollover, determined in accordance with clause 2 of Part 7 of Schedule 2 to the M & F Approval; and |
| | | (iii) ABPs, Bs and Cs (as those terms are defined in subclause 4 (2) of Part 7 of Schedule 2 to the M & F Approval); |
| | | (g) CFB and NA (as those terms are defined in Step 2 in subclause 5 (1) of Part 7 of Schedule 2 to the M & F Approval);(h) whether the person was the holder of a current insurance policy (as that term is defined in section 3 of the NSW State Authorities Superannuation (Closed Local Government Schemes Transfer) Regulation);(i) whether the person was a contributor to the Provident Fund (as that term is defined in section 3 of the NSW Local Government Superannuation Act); |
| | | (j) whether the person was a contributor to the Benefits Fund (as that term is defined in section 3 of the NSW Local Government Superannuation Act);(k) for each:(i) payment or release under paragraph 45I (3) (a) of the NSW State Authorities Superannuation Act; or(ii) transfer or rollover under paragraph 45I (3) (b) of the NSW State Authorities Superannuation Act;the amount of any adjustment which STC (as defined in subsection 3 (1) of the NSW State Authorities Superannuation Act) would make under section 16 of the NSW State Authorities Superannuation Act, if:(iii) STC were to pay to the person, the balance of his or her contributor’s account (as that term is defined in subsection 3 (1) of the NSW State Authorities Superannuation Act) at a particular date; and |
| | | (iv) the balance of that account had remained, in the period commencing with the events mentioned in subparagraph (i) or (ii), and ending at that particular date, equal to the entitlement of the spouse or former spouse of the person under the agreement or order mentioned in paragraph (d) |
| 3 | An interest mentioned in clause 6 of Part 7 of Schedule 2 to the M & F Approval | The information mentioned in paragraphs 64 (4) (a) to (i) and 64 (4A) (a) to (c) of the Regulations | The following information:(a) CFB and EFB (as those terms are defined in clause 6 of Part 7 of Schedule 2 to the M & F Approval);(b) the date of birth of the person who has the interest mentioned in column 2;(c) for an interest held by a person other than a person to whom paragraph (d), (e) or (f) applies, the date that the person became entitled, in the event of his or her death, to the benefit provided by subsection 43 (6) of the NSW State Authorities Superannuation Act;(d) for an interest held by a person who is an executive officer, the date that the person elected, under paragraph 30A (1) (b) of the NSW State Authorities Superannuation Act, to make provision for a benefit provided by subsection 43 (6) of that Act; |
| | | (e) for an interest held by a person to whom Part 1 of Schedule 5 to the NSW State Authorities Superannuation Act applies, the date on which Part 1 of Schedule 5 to that Act first applied to the person;(f) for an interest held by a person to whom Part 2 of Schedule 5 to the NSW State Authorities Superannuation Act applies, the date on which the person elected, under subclause 7 (1) of Part 2 of Schedule 5 to that Act, to make provision for a benefit under section 43 of that Act;(g) for splitting order, superannuation agreement or flag lifting agreement that has been served on the trustee of the NSW State Authorities Superannuation Scheme for the interest — the date of:(i) any payment or release, under paragraph 45I (3) (a) of the NSW State Authorities Superannuation Act, of an amount to the person with the entitlement under that order or agreement; or |
| | | (ii) any transfer or rollover, under paragraph 45I (3) (b) of the NSW State Authorities Superannuation Act, of an amount to a superannuation fund or a retirement savings account to be held for the benefit of the person with the entitlement under that order or agreement; |
| | | (h) for each payment, release, transfer or rollover mentioned in paragraph (g):(i) the value of the entitlement of the person under the order or agreement immediately before the payment, release, transfer or rollover; and(ii) the value of the interest to which the order or agreement applies, immediately before that payment, release, transfer or rollover, determined in accordance with clause 6 of Part 7 of Schedule 2 to the M & F Approval; and(iii) ABPs, Bs, Cs, ABPe, Be and Ce (as those terms are defined in subclause 8 (3) of Part 7 of Schedule 2 to the M & F Approval) |
| 4 | An interest mentioned in clause 9 of Part 7 of Schedule 2 to the M & F Approval | The information mentioned in subparagraphs 64 (3) (b) (ii), (iv) and (v) of the Regulations | The following information:(a) the date of birth of the person who has the interest mentioned in column 2;(b) the type of pension payable to the person |