Document ID: chunk:federal_register_of_legislation:F2023C01022:reg:66:p2
Version: federal_register_of_legislation:F2023C01022
Segment Type: reg
Provision Reference: reg 66 (pt 2/4)
Character Range: 233749–236535

only the information mentioned in that paragraph and paragraphs (4)(d) and (e) to the applicant, and is not required to provide any other information to the applicant under this regulation—see paragraph (6)(a).
 (f) details of any fees that may be charged by the trustee under paragraph 59(1)(a), (b), (c), (d) or (f).
 (3) For paragraph (2)(d), the payment phase information in relation to 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 in relation to 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; and
 (v) a statement indicating whether there is any reversionary beneficiary who is a non‑member spouse in relation to the pension benefit and, if so, the proportion of the ongoing pension payments that would be payable to the reversionary beneficiary on the death of the member.
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 (6)(b).
 (3A) For paragraph (2)(da), the payment phase information in relation to the superannuation interest is:
 (a) if the ongoing benefits are paid in respect of a superannuation annuity that is an allocated annuity—the withdrawal benefit in relation to the member at the appropriate date; and
 (b) if the ongoing benefits are paid in respect of a superannuation annuity that is a market linked annuity—the market linked annuity account balance at the appropriate date; and
 (c) in any other case:
 (i) the amount of ongoing benefits payable to the member at the appropriate date; and
 (ii) a statement indicating whether the superannuation annuity is a lifetime annuity or a fixed‑term annuity; and
 (iii) if the superannuation annuity is a fixed‑term annuity:
 (A) the date when the payment of ongoing benefits commenced; and
 (B) the length of the term; and
 (iv) a statement indicating whether the superannuation annuity 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)