101Definitions

101 Definitions

In this Part:

appropriate date, in relation to the information that must be provided by the trustee of an eligible superannuation plan to an applicant, means:

(a) the date when the application for the information is received by the trustee; or
(b) if an earlier date is specified in the application—that date.

preserved benefits means:

(a) for a member of a regulated superannuation fund or an approved deposit fund—preserved benefits in relation to the member under Subdivision 6.1.2 of the SIS Regulations; or
(b) for a member of an RSA—preserved benefits in relation to the member under Subdivision 4.1.2 of the RSA Regulations.

restricted non‑preserved benefits means:

(a) for a member of a regulated superannuation fund—restricted non‑preserved benefits in relation to the member under Subdivision 6.1.3 of the SIS Regulations; or
(b) for a member of an RSA—restricted non‑preserved benefits in relation to the member under Subdivision 4.1.3 of the RSA Regulations.

underlying valuation information, for a superannuation interest where the gross value of the interest is determined in accordance with a method or factors approved by the Minister under section 62 or 70, means:

(a) if a determination under subsection 116(2), (3), (4) or (5) (about defined benefit interests) is in effect for the interest—information required to be provided under the determination; or
(b) if a determination under subsection 125(2) or (3) (about percentage‑only interests) is in effect for the interest—information required to be provided under the determination; or
(c) if a determination under subsection 131(2) or (3) (about innovative superannuation interests) is in effect for the interest—information required to be provided under the determination; or
(d) in any other case—information that will enable the applicant to check whether the gross value of the interest has been correctly determined in accordance with the approved method or factors.

unrestricted non‑preserved benefits means:

(a) for a member of a regulated superannuation fund or an approved deposit fund—unrestricted non‑preserved benefits in relation to the member under Subdivision 6.1.4 of the SIS Regulations; or
(b) for a member of an RSA—unrestricted non‑preserved benefits in relation to the member under Subdivision 4.1.4 of the RSA Regulations.