Document ID: chunk:federal_register_of_legislation:F2023C01022:reg:64:p5
Version: federal_register_of_legislation:F2023C01022
Segment Type: reg
Provision Reference: reg 64 (pt 5/9)
Character Range: 213334–215912

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 the superannuation lump sum would have had under Subdivision 307‑C of that Act would have had;
 (n) a statement:
 (i) indicating whether the Minister has approved, under regulation 38, a method or factors for determining the gross value of the interest; and
 (ii) giving details of any method or factors so approved;
 (o) if the trustee has given information under Division 2.5 of the SIS Regulations to each member of the plan that the plan is to be reconstructed or terminated—a statement to this effect; and
 (p) if the application for information specifically requests the trustee to provide it and the trustee chooses to do so—the gross value of the interest at the appropriate date, determined in accordance with Schedule 2 or in accordance with a method or factors approved by the Minister under regulation 38.
Note: The trustee is not required to provide the information mentioned in paragraph (b), (c) or (j) to the applicant in certain circumstances—see paragraph (6)(d).
 (4A) For paragraph (2)(eaa), the growth phase information in relation to the superannuation interest is as follows:
 (a) if the benefit in respect of the interest is payable only as a lump sum:
 (i) the amount of the lump sum that would be payable at the appropriate date, or, if that amount is calculated by reference to the indexation of 2 or more specified lump sums, the amount of each lump sum at that 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
 (ii) if the amount of the lump sum is calculated by reference to the indexation of the amount of one or more specified lump sums—the method of indexation in respect of each lump sum; and
 (iii) the earliest date when the benefit may be paid to the member (other than for death or disability);
 (b) if the benefit in respect of the interest is payable only as a pension:
 (i) if the amount of the pension payable is calculated by reference to the conversion of a lump sum amount when the pension begins to be paid:
 (A) the amount of the lump 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