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Financial Sector (Collection of Data) (reporting standard) determination No. 12 of 2025
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Turn the raw legal text into a practical explanation grounded in Financial Sector (Collection of Data) (reporting standard) determination No. 12 of 2025.
Report each lifecycle option offered by the RSE and the defining attributes of the lifecycle option.
| Column | Field name | Unique identifier | Applicable to | Valid values | Description |
|---|---|---|---|---|---|
| 1 | Investment Option Identifier | Y | All filers | No more than 20 alpha-numeric characters (with no special characters) | Report the investment option identifier. |
| 2 | Lifecycle Product Design Type | All filers | Lifecycle Portfolio Mix Design - Representative StageLifecycle Portfolio Mix Design – Dynamic MixLifecycle Cohort Design | Report the lifecycle product design type. | |
| 3 | Minimum Age | All filers | Whole numbers | Where age is a factor used to determine allocation to a lifecycle stage, report the minimum allowable age. Where age is not a determinant for membership in a lifecycle stage, leave this field blank. | |
| 4 | Maximum Age | All filers | Whole numbers | Where age is a factor used to determine allocation to a lifecycle stage, report the maximum allowable age. Where age is not a determinant for membership in a lifecycle stage, leave this field blank. | |
| 5 | Gender | All filers | FemaleMaleNon-binaryNot Applicable | Where gender is a factor used to determine allocation to a lifecycle stage, report the gender. Where gender is not a determinant for membership in a lifecycle stage, report ‘Not Applicable’. | |
| 6 | Minimum Account Balance | All filers | Whole dollars | Where a minimum account balance is set for a lifecycle stage, report the minimum account balance. Where account balance is not a determinant for membership in a lifecycle stage, leave this field blank. | |
| 7 | Maximum Account Balance | All filers | Whole dollars | Where a maximum account balance is set for a lifecycle stage, report the maximum account balance. Where account balance is not a determinant for membership in a lifecycle stage, leave this field blank. | |
| 8 | Minimum Contribution Rate | All filers | Percentage to 2 decimal places | Where a minimum contribution rate is set for a lifecycle stage, report the minimum contribution rate. Where contribution rate is not a determinant for membership in a lifecycle stage, leave this field blank. | |
| 9 | Maximum Contribution Rate | All filers | Percentage to 2 decimal places | Where a maximum contribution rate is set for a lifecycle stage, report the maximum contribution rate. Where contribution rate is not a determinant for membership in a lifecycle stage, leave this field blank. | |
| 10 | Minimum Current Salary | All filers | Whole dollars | Where salary is used to determine allocation to a lifecycle stage, report the minimum current salary. Where salary is not a determinant for membership in a lifecycle stage, leave this field blank. | |
| 11 | Maximum Current Salary | All filers | Whole dollars | Where salary is used to determine allocation to a lifecycle stage, report the maximum current salary. Where salary is not a determinant for membership in a lifecycle stage, leave this field blank. | |
| 12 | Minimum Time Remaining To Retirement | All filers | Whole numbers | Where time remaining to retirement is used to determine allocation to a lifecycle stage, report the minimum time remaining to retirement in years. Where time to retirement is not a determinant for membership in a lifecycle stage, leave this field blank. | |
| 13 | Maximum Time Remaining To Retirement | All filers | Whole numbers | Where time remaining to retirement is used to determine allocation to a lifecycle stage, report the maximum time remaining to retirement in years. Where time to retirement is not a determinant for membership in a lifecycle stage, leave this field blank. | |
| 14 | Other Factors | All filers | YesNo | Where other factors are used to determine allocation to a lifecycle stage, report the other factors. | |
| 15 | Description Of Other Factors | All filers | Free text | Where other factors allowable under Regulation 9.47 of SIS Regulations are used to determine allocation to a lifecycle stage, report a description of the other factors. Where other factors are not a determinant for membership in a lifecycle stage, leave this field blank. |