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Family Law (Superannuation) (Provision of Information - Public Sector Superannuation Scheme) Determination 2004
5Provision of information by trustee—growth phase interests
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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 PSS Scheme 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 PSS Scheme 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(4)(a), (b) and (d) to (i) of the Regulations | The information mentioned in the definitions of the following factors in item 1 of the growth phase table:(a) ABM;(b) AMC;(c) APC;(d) ATA;(e) ERDAThe date of birth of the person who has the interestThe first day of membership of the person who has the interest |
| 2 | An interest mentioned in item 2 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 2 of the growth phase table:(a) UDB;(b) FDB;(c) ATA;(d) ERDAThe following information about the person who has the interest:(a) the person’s date of birth;(b) whether the person is entitled to take his or her preserved benefit, in full or in part, or is not so entitled;(c) whether or not the person is eligible to receive a benefit under rule 8.2.1A or paragraph 8.2.1B(a) of the Rules |
| 3 | An interest mentioned in item 3 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 3 of the growth phase table:(a) UDB;(b) FDB;(c) ATA;(d) ERDA |
| The following information about the person who has the interest:(a) the person’s date of birth;(b) whether the person is entitled to take his or her preserved benefit, in full or in part, or is not so entitled;(c) whether or not the person is eligible to receive a benefit under rule 8.2.1A or paragraph 8.2.1B(a) of the Rules | |||
| 4 | An interest mentioned in item 4 of the growth phase table | The information mentioned in paragraphs 64(4)(a) to (j) of the Regulations |