Document ID: chunk:federal_register_of_legislation:F2023C01022:reg:64:p2
Version: federal_register_of_legislation:F2023C01022
Segment Type: reg
Provision Reference: reg 64 (pt 2/9)
Character Range: 206199–208857

when the information is provided;
Note: If an application for information specifically requests the information mentioned in paragraph (ea) to be provided, the trustee is required to provide only the information mentioned in that paragraph 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).
Note: This information may not have to be provided by a secondary government trustee—see regulation 69.
 (3) For paragraph (2)(d), the payment phase information in relation to the superannuation interest is:
 (a) if the member is receiving ongoing pension payments in respect of an allocated pension—the withdrawal benefit in relation to the member at the appropriate date; and
 (aa) if the member is receiving ongoing pension payments in respect of a market linked pension—the market linked pension account balance at the appropriate date; and
 (b) if the member is receiving ongoing pension payments in respect of a pension other than an allocated pension or a market linked pension:
 (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; and
Note for paragraphs (a) and (b): 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).
 (c) if a lump sum is payable to the member in respect of the interest at the date when the information is provided or at any later date, and the amount of the lump sum is known—the amount of the lump sum; and
 (d) if a lump sum (a future lump sum) is payable to the member in respect of the interest at a date after the date when the information is provided, and the amount of the lump sum is not known:
 (i) the amount of the lump sum that would have been paid at the date when the information is provided if a lump sum were payable