134Specific information—the interest is in the payment phase and the member is receiving ongoing pension payments

134 Specific information—the interest is in the payment phase and the member is receiving ongoing pension payments

For the purposes of paragraph 133(1)(f), the payment phase information for the superannuation interest is: (a) if the ongoing pension payments in respect of the interest are in respect of an allocated pension—the withdrawal benefit for the member at the appropriate date; and (b) if the ongoing pension payments are in respect of a market linked pension—the market linked pension account balance at the appropriate date; and (c) in any other case: (i) the amount of annual pension benefit payable to the member at the appropriate date; and (ii) a statement indicating whether the pension benefit is a lifetime pension or a fixed‑term pension; and (iii) if the pension is a fixed‑term pension—the date when the pension payments commenced, and the length of the fixed term; and (iv) a statement indicating whether the pension benefit is indexed and, if so, the method of indexation.

Note: The trustee is not required to provide the information mentioned in paragraph (a) or subparagraph (c)(i) unless a record of it is in the trustee’s possession, power or control (see paragraph 136(b)).