Document ID: chunk:federal_register_of_legislation:F2023C01022:reg:64:p6
Version: federal_register_of_legislation:F2023C01022
Segment Type: reg
Provision Reference: reg 64 (pt 6/9)
Character Range: 215678–218351

sum at the appropriate date (excluding any superannuation contributions surcharge payable in respect of the interest), if the member were able to take, and did take, the benefit in respect of the interest at that date; and
 (B) if the amount of the lump sum is calculated by reference to the indexation of the lump sum—the method of indexation; and
 (C) the factor for converting the lump sum to a pension that will apply at the earliest date when the benefit may be paid to the member (other than for death or disability); and
 (ii) in any other case:
 (A) the amount of the pension at the appropriate date (excluding any superannuation contributions surcharge payable in respect of the interest), if the member were able to take, and did take, the benefit in respect of the interest at that date; and
 (B) if the amount of the pension is determined by increasing a fixed amount in accordance with an index until the earliest date when the benefit may be paid to the member (other than for death or disability)—details about the method used to increase the amount of the pension; and
 (iii) if the pension is indexed when it begins to be paid—the method of indexation; and
 (iv) a statement about 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; and
 (v) the earliest date when the benefit may be paid to the member (other than for death or disability);
 (c) if the benefit is payable as a lump sum, a pension, or a combination of a lump sum and a pension—the information mentioned in paragraphs (4)(d) and (da) and paragraphs (a) and (b) of this subregulation;
 (d) the amount (if any) of the member's unrestricted non‑preserved benefits at the date when the information is provided;
 (e) the information mentioned in paragraphs (4)(j), (m), (n), (o) and (p).
Note: The trustee is not required to provide the information mentioned in paragraph (4)(j) to the applicant in certain circumstances—see paragraph (6)(d).
 (5) 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