• 15. Transfer of liabilities to life insurance company or pooled superannuation trust

    Has the fund, with consent of the transferee, transferred assessable contributions under section 295-260 to a life insurance company or pooled superannuation trust?

    Print X in the appropriate box at A.

    If the answer at A is Yes then print:

    • the name of the life insurance company or PST
    • the ABN of the life insurance company or PST
    • the amount of the contributions transferred to each transferee at B and D
    • the market value of the transferor’s investment in each of the transferees at C and E.

    Where there are more than two transferees, provide details of the two transferees that have the greatest market value.

    The investments of a fund or ADF in a life insurance company or PST may include items such as life insurance policies and units held in PSTs at the balance date.

    Investment in any other life insurance policies or pooled superannuation trusts

    Show at F the total market value of investments in any other life insurance policies or PSTs that have not been included above.

    For C, E and F, market value is to be given its ordinary meaning in accordance with and subject to Subdivision 960-S of the ITAA 1997.

    Last modified: 15 Jul 2016QC 48112