Document ID: chunk:federal_register_of_legislation:F2025L00178:reg:114:p2
Version: federal_register_of_legislation:F2025L00178
Segment Type: reg
Provision Reference: reg 114 (pt 2/3)
Character Range: 269103–271938

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
 (c) if the pension is indexed when it begins to be paid—the method of indexation; and
 (d) 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
 (e) the earliest date when the benefit may be paid to the member (other than for death or disability).
 (4) If the benefit in respect of the superannuation interest is payable as a lump sum, a pension, or a combination of a lump sum and a pension, the growth phase information includes:
 (a) the information mentioned in paragraphs 113(1)(d) and (e); and
 (b) the information mentioned in subsections (2) and (3) of this section.
 (5) In any case, the growth phase information includes:
 (a) the amount (if any) of the member's unrestricted non‑preserved benefits at the date when the information is provided; and
 (b) the information mentioned in paragraphs 113(1)(k), (n), (o), (p) and (q).
Note: The trustee is not required to provide the information mentioned in paragraph 113(1)(k) to the applicant in certain circumstances (see paragraph 116(1)(c)).

Further requirements for information mentioned in paragraph 113(1)(q)
 (6) If:
 (a) as a result of paragraph (5)(b), paragraph 113(1)(q) applies to the application for information about the superannuation interest; and
 (b) the trustee, in response to the application:
 (i) provides the gross value of the interest at the appropriate date, determined in accordance with a method or factors approved by the Minister under section 62; but
 (ii) does not provide sufficient information to enable the applicant to check whether that gross value of the interest has been correctly determined in accordance with the approved method or factors; and
 (c) the applicant makes a further application that complies with subsection 90XZB(3) or 90YZR(3) of the Act for specific underlying valuation information for the interest;
then, for the purposes of subsection 90XZB(3) or 90YZR(3) of the Act, that specific underlying valuation information is information that must be provided by the trustee in response to the further application within a reasonable time.
Note: For paragraph (c), section 90XZB or 90YZR of the Act does not prevent the applicant from making further applications, that comply with that section, for information about the superannuation interest.
 (7) Subsection 140(2) applies to specific underlying valuation information provided by the trustee to the applicant under subsection (6) of this section.