Superannuation Industry (Supervision) Act 1993

PART 25A - TAX FILE NUMBERS  

Division 4 - Provision of tax file numbers in forms etc.  

SECTION 299U   FORMS ETC. MAY REQUIRE TAX FILE NUMBER  
Election notice

299U(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

299U(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

299U(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

299U(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.

299U(4)    


(Repealed by No 128 of 1999)

299U(5)    
(Repealed by No 128 of 1999)



Claims for benefits from eligible rollover fund

299U(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

299U(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

299U(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

299U(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.



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