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  • Transfers

    Attention

    Warning:

    This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.

    End of attention

    Transfers to VPST

    Show at label N the transfer value of assets (including money) transferred by the company to the VPST under subsections 320-180(2) and 320-185(1) of ITAA 1997.

    Transfers from VPST

    Show at label O the following amounts:

    • the transfer value of assets (including money) transferred by the company from the VPST under subsections 320-180(1) of ITAA 1997, and
    • assets transferred (including money) under subsection 320-195(3) of ITAA 1997 having a total transfer value equal to the following:
      • all fees from investment-linked policies
      • policy fees and administration fees from other than investment-linked policies
      • premium based fees from other than investment-linked policies.

    Do not include assets (including money) having a total transfer value equal to 'risk riders' that are transferred from the VPST under section 320-195 of ITAA 1997.

    Transfers to SEA

    Show at label P the transfer value of assets (including money) transferred to the company's segregated exempt assets under subsections 320-235(2) and 320-240(1) of ITAA 1997.

    Transfers from SEA

    Show at label Q the following amounts:

    • the transfer value of assets (including money) transferred from the company's segregated exempt assets under subsection 320-235(1) of ITAA 1997 and
    • assets (including money) transferred under subsection 320-250(2) of ITAA 1997 having a total transfer value equal to the following:
      • all fees from investment-linked policies - that is, allocated pensions and annuities
      • policy fees and administration fees from other than investment-linked policies
      • premium based fees from other than investment-linked policies.
    Last modified: 20 Feb 2020QC 17234