Document ID: chunk:federal_register_of_legislation:F2023C01022:schedule:1:p2
Version: federal_register_of_legislation:F2023C01022
Segment Type: schedule
Provision Reference: sch 1 (pt 2/4)
Character Range: 261872–264621

amount of [amount] in satisfaction of my entitlement in respect of the payment split.

    2. I received independent legal advice from a legal practitioner explaining that the payment to me is in substitution for any entitlement I have to receive an amount of money from a splittable payment that becomes payable in respect of the superannuation interest.

DATED:

[signature of non‑member spouse]

*   Omit if not applicable

Form 2—Request to trustee by non‑member spouse for payment, as lump sum, of all or part of remaining adjusted base amount
(regulation 51)

REQUEST TO TRUSTEE BY NON‑MEMBER SPOUSE FOR PAYMENT, AS LUMP SUM, OF ALL OR PART OF REMAINING ADJUSTED BASE AMOUNT

TO the trustee of [name of eligible superannuation plan]:

IN RELATION TO the payment split, of which you were notified on [date when superannuation agreement, flag lifting agreement or splitting order was served on the trustee], in respect of the superannuation interest of [name of member spouse], date of birth [date of birth of member spouse]

I, [name], the non‑member spouse in relation to the above superannuation interest, of [postal address], born on [date of birth], being entitled to be paid, as a lump sum, an amount under paragraph 50(2)(a) of the Family Law (Superannuation) Regulations 2001, request that I be paid, as a further lump sum, *the whole/*a specified proportion, being [specify the proportion that is to be paid as a lump sum], of the remaining amount of the adjusted base amount applicable to me.

DATED:

     [signature of non‑member spouse]

*   Omit if not applicable

Form 3—Request to trustee by non‑member spouse for payment, as lump sum, of all or part of adjusted base amount
(regulations 52 and 53)

REQUEST TO TRUSTEE BY NON‑MEMBER SPOUSE FOR PAYMENT, AS LUMP SUM, OF ALL OR PART OF ADJUSTED BASE AMOUNT

TO the trustee of [name of eligible superannuation plan]:

IN RELATION TO the payment split, of which you were notified on [date when superannuation agreement, flag lifting agreement or splitting order was served on the trustee], in respect of the superannuation interest of [name of member spouse], date of birth [date of birth of member spouse]

I, [name], the non‑member spouse in relation to the above superannuation interest, of [postal address], born on [date of birth], request that I be paid, as a lump sum, *the whole/*a specified proportion, being [specify the proportion that is to be paid as a lump sum], of the amount of the adjusted base amount applicable to me.

DATED:

[signature of non‑member spouse]

*   Omit if not applicable

Form 4—Request to trustee by non‑member spouse for payment, as lump sum, of all or part of remaining base amount
(regulation 58)

REQUEST TO TRUSTEE BY NON‑MEMBER SPOUSE