Has the fund or trust, 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.
Total investments of a fund, ADF or PST may include items such as life insurance policies and units held in PSTs at the balance date. If the answer at A is Yes, print the:
- name of the life insurance company or PST
- ABN of the life insurance company or PST
- amount of the contributions transferred to each transferee
- market value of each transferor's investment in the transferee.
Investment in any other life insurance policies or pooled superannuation trusts
Write at F the total market value of investments in any other life insurance polices or PSTs that have not been already included above.