Document ID: chunk:federal_register_of_legislation:F2023C01022:reg:67:p2
Version: federal_register_of_legislation:F2023C01022
Segment Type: reg
Provision Reference: reg 67 (pt 2/3)
Character Range: 243923–246699

the member at the appropriate date; and
 (aa) if the ongoing pension payments are in respect of a market linked pension—the market linked pension account balance at the appropriate date; and
 (b) 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:
 (A) the date when the pension payments commenced; and
 (B) the length of the 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 (b)(i) unless a record of it is in the trustee's possession, power or control—see paragraph (5)(b).
 (4) For paragraph (2)(a), the information that must be provided in relation to each payment split to which the superannuation interest is subject (other than under a superannuation agreement, flag lifting agreement or splitting order in relation to which the non‑member spouse's entitlement has been satisfied as required by Division 2.2) is as follows:
 (a) the operative time for the payment split;
 (b) if the payment split is under subparagraph 90XJ(1)(c)(i) or (ii) or 90YN(1)(c)(i) or (ii) of the Act, or under a splitting order made under paragraph 90XT(1)(a) or 90YY(1)(a) of the Act, and the interest was in the payment phase at the appropriate date—the amount that, under subregulation 58(6) or 58D(3), a person is entitled to be paid from each splittable payment that becomes payable in respect of the interest;
 (c) if the payment split is under subparagraph 90XJ(1)(c)(i) or 90YN(1)(c)(i) of the Act, or under a splitting order made under paragraph 90XT(1)(a) or 90YY(1)(a) of the Act, and the interest was in the growth phase at the appropriate date:
 (i) the base amount specified in the relevant superannuation agreement or flag lifting agreement in relation to the interest; and
 (ii) if applicable, the adjusted base amount at the appropriate date;
 (d) if the payment split is under subparagraph 90XJ(1)(c)(ii) or 90YN(1)(c)(ii) of the Act and the interest was in the growth phase at the appropriate date:
 (i) the amount set out in the document served on the trustee under paragraph 90XI(1)(b) or 90YM(1)(b) of the Act; and
 (ii) if applicable, the adjusted base amount at the appropriate date;
 (e) if the payment split is under subparagraph 90XJ(1)(c)(iii) or 90YN(1)(c)(iii) of the Act or under a splitting order made under paragraph 90XT(1)(b) or 90YY(1)(b) of the Act—the specified percentage that is to apply to any splittable payment that becomes payable in respect of the interest.
 (5)