| Name: | MemberAccountMovementTypeDimension |
|---|---|
| Label: | Member Account Movement Type Dimension |
| TREF ID: | DM664 |
| Type: | Predefined |
| Description: |
Represents the types of new member accounts and account closures with the reasons for member account movement. |
| Usage: |
Dimension Members
| Name | Label | TREF ID | Description |
| AccountClosureForConsolidation | Account Closure For Consolidation | DV7093 |
Represents a member account closed where all benefits in that account have been consolidated with another account of the same member in the same Registrable Superannuation Entity (RSE). |
| AccountClosureForOtherExit | Account Closure For Other Exit | DV7090 |
Represents a member account closed as all the benefits of that account have been paid out but reasons are not categorised in the list. |
| AccountClosureForOutwardRollover | Account Closure For Outward Rollover | DV7095 |
Represents a member account closed where all benefits in that account have been rolled out/transferred to another Registrable Superannuation Entity (RSE). Exclude: rollovers due to successor fund transfers. |
| AccountClosureForSatisfyingAConditionOfRelease | Account Closure For Satisfying A Condition Of Release | DV7092 |
Represents a member account closed where all benefits in that account have been paid to a beneficiary where a condition of release within the meaning given in the Superannuation Industry (Supervision) Regulations is satisfied. |
| AccountClosureForSuccessorFundTransfer | Account Closure For Successor Fund Transfer | DV7088 |
Represents a member account closed where a member's benefit is transferred without the member's consent from one Registrable Superannuation Entity (RSE) to a successor fund within the meaning given in the Superannuation Industry (Supervision) Regulations. |
| NewMemberAccountForEmployerSponsor | New Member Account For Employer Sponsor | DV7089 |
Represents a member account created where the member's employer is an employer sponsor of the fund. |
| NewMemberAccountForMemberTaxFreePhase | New Member Account For Member Tax Free Phase | DV7096 |
Represents a member account created where the member has elected to set up a tax free phase member account which is not associated with the member's employer. Tax free phase represents where the members' benefits are no longer liable for income tax on earnings due to the members' benefits being identified as in the 'retirement phase' within the purposes of the Income Tax Assessment Act. |
| NewMemberAccountForMemberTaxedPhase | New Member Account For Member Taxed Phase | DV7091 |
Represents a member account created where the member has elected to set up a taxed phase member account which is not associated with the member's employer. Taxed phase represents where the members' benefits are liable for income tax on earnings due to the members' benefits being identified as in the 'accumulation phase' within the purposes of the Income Tax Assessment Act. |
| NewMemberAccountForOther | New Member Account For Other | DV7094 |
Represents a member account created with reasons that are not categorised in the list. |