SUPERANNUATION INDUSTRY (SUPERVISION) ACT 1993 - SECT 299U Forms etc. may require tax file number

SUPERANNUATION INDUSTRY (SUPERVISION) ACT 1993 - SECT 299U

Election notice

  (1)   The approved form of written notice by the trustee, or the trustees, of a fund for the purposes of subsection   19(4) may require the notice to contain the tax file number of the fund.

Financial return

  (2)   The form of a financial return a copy of which is required to be given by a superannuation entity to APRA under section   13 of the Financial Sector (Collection of Data) Act 2001 may require the return to contain the entity's tax file number.

Portability forms

  (2A)   An approved form mentioned in subsection   34A(2) may require the tax file number of the beneficiary making the relevant request to be set out in the request.

Particulars of notice

  (3)   Particulars of a notice to a trustee of an entity that are required by subsection   40(3) to be given to the Commissioner of Taxation may be accompanied by a statement of the tax file number of the entity.

Claims for benefits from eligible rollover fund

  (6)   The approved form of application for the purposes of subsection   248(2) may require the tax file number of the applicant to be set out in the application.

Claims for benefits from eligible transitional fund

  (7)   The approved form of application for the purposes of section   252 may require the tax file number of the applicant to be set out in the application.

Information to be given after establishment of entity

  (8)   The approved form for information required to be given under subsection   254(1) may require the tax file number of the entity to be given.

Notice to give information

  (9)   Information that may be required to be given in relation to a superannuation entity under subsection   254(2) may include the tax file number of the entity.