Document ID: chunk:federal_register_of_legislation:F2023C01022:reg:64:p4
Version: federal_register_of_legislation:F2023C01022
Segment Type: reg
Provision Reference: reg 64 (pt 4/9)
Character Range: 211023–213544

amount of pension that may be commuted to a lump sum, expressed as a percentage of the amount of the pension that would be payable if the whole benefit were to be taken as a pension;
 (da) if the benefit in respect of the interest is payable as a combination of a lump sum and a pension and the governing rules of the plan restrict the proportion of the lump sum that may be converted to a pension—the maximum amount of the lump sum that may be converted to a pension, expressed as a percentage of the amount of the lump sum that would be payable if the whole benefit were to be taken as a lump sum;
 (e) if any pension payable in respect of the interest is indexed and, if so, the method of indexation;
 (f) if any pension payable in respect of the interest has a guarantee period and, if so, the length of the guarantee period;
 (g) the conversion factor for converting a lump sum to a pension that will apply at the member's retirement age;
 (h) the commutation factor for commuting a pension to a lump sum that will apply at the member's retirement age;
 (i) if benefits in respect of the interest may be payable to a reversionary beneficiary who is a non‑member spouse—the proportion of payment in respect of the interest that the non‑member spouse would receive, as a reversionary beneficiary, on the death of the member;
 (j) unless the interest is in a constitutionally protected fund—the amount (if any) that was stated to be the surcharge debt of the member in the most recent member information statement provided to the member before the appropriate date;
 (k) if the interest is in a regulated superannuation fund or an RSA:
 (i) the amount of restricted non‑preserved benefits that had accrued to the member, and would be payable to the member, if he or she were to resign from his or her employment on the date when the information is provided; and
 (ii) the amount (if any) of the member's unrestricted non‑preserved benefits;
 (l) if the interest is in an approved deposit fund—the amount, at the date when the information is provided, of the member's unrestricted non‑preserved benefits;
 (m) if:
 (i) a payment that would have been a superannuation lump sum, within the meaning of subsection 995‑1(1) of the Income Tax Assessment Act 1997 had been made in respect of the interest at the date when the information is provided; and
 (ii) the amount of the payment had been the amount payable to the member if he or she had voluntarily ceased to be a member of the plan—
  the value that the components of