NORTHERN TERRITORY OF AUSTRALIA ADMINISTRATIVE INSTRUCTIONS UNDER SUPERANNUATION GUARANTEE (SAFETY NET) ACT



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Transcription:

NORTHERN TERRITORY OF AUSTRALIA ADMINISTRATIVE INSTRUCTIONS UNDER SUPERANNUATION GUARANTEE (SAFETY NET) ACT Consolidated Working Document Prepared by the Northern Territory Superannuation Office As in force from 1 July 2015

These Administrative Instructions provide instruction to the general provision of additional superannuation benefits for certain employees and office-holders in the public sector, and for related purposes under the Superannuation Guarantee (Safety Net) Act. SCHEDULE 1. Administrative Instruction Authorisation Employees or classes of employees entitled to superannuation benefits under this Act, the method of calculating and the paying of those benefits in an efficient manner are authorised under section 5 and 6 of the Superannuation Act. All additional benefits shall be paid through the Northern Territory Superannuation Supplementary Scheme (NTSSS) and shall be subject to the terms and conditions of the NTSSS and be added to the NTSSS benefit, if any, otherwise payable. An additional benefit is payable only in respect of salary or wages as defined in the Commonwealth Act. Where a formula used in these Administrative Instructions produces a negative amount, no additional benefit is payable. 2. Date of commencement These Administrative Instructions take effect on and from 1 July 2015. 3. Definitions Accrued employer Has the same meaning as in the Superannuation component Act (NT). Additional benefit Average Weekly Time Earnings Time Benefit payable Means the lump sum superannuation benefit payable in accordance with these Administrative Instructions. Means the Average Weekly Earnings for Full Adult Persons derived from Weekly Ordinary Earnings for the Northern Territory as published by the Australian Statistician before the date in which they are required under these Administrative Instructions for assessment purposes. Includes a benefit payable to the estate of a deceased employee in respect of that employee. Commonwealth Act Means the Superannuation Guarantee (Administration) Act 1992. CSS Default superannuation fund Means the Commonwealth Superannuation Scheme established by the Superannuation Act 1976 (Cth). Means the Fund nominated by the Minister from time to time for the provision of default services for 2

Northern Territory public sector employer contributions. Employee Means an employee as defined in the Superannuation Guarantee (Safety Net) Act. The Commissioner may declare that a person or a class of persons is, or is not an employee of the Territory. Employee s Age Means the age of the employee at the employee s last day of duty or opt out date. Employer component Means the sum of the accrued employer of NTGPASS benefit component and the prospective employer component. Final salary Irregular employee Means the salary applicable in the NTSSS for the purpose of paying benefits from that scheme at the employee s last day of duty or opt out date. An irregular employee means an employee with less than 3 months continuous service. NTGPASS Means the Northern Territory Government and Public Authorities Superannuation Scheme established by the Superannuation Act (NT). NTSSS Means the Northern Territory Supplementary Superannuation Scheme established by Instrument in writing signed by the Treasurer and dated 4 January 1989. Ordinary Time Earnings Period of service Prospective employer component Means ordinary time earnings as defined in the Commonwealth Act and can include items identified in the EBA as counting for superannuation purposes. Means years (or part thereof) of full time equivalent service between SG period start date and the employee s last day of duty or opt out date. Service is to be reduced by periods of leave without pay that do not count for long service leave purposes. Has the same meaning as in the Superannuation Act. 3

SG Periods 1 July 1992 to 30 June 1995; 1 July 1995 to 30 June 1998; 1 July 1998 to 30 June 2000; 1 July 2000 to 30 June 2002; 1 July 2002 to 30 June 2012; 1 July 2012 to 30 June 2013; 1 July 2013 to 30 June 2014; 1 July 2014 to 30 June 2021; 1 July 2021 to 30 June 2022; 1 July 2022 to 30 June 2023; 1 July 2023 to 30 June 2024; 1 July 2024 to 30 June 2025. Updated pre 1 July 1992 Means the total ordinary time earnings of the Ordinary Time Earnings employee between the period from 1 October 1988 to 30 June 1992 after the employee s earning in each financial year (other than the financial year in which employment ceases) have been indexed by the percentage movement in Average Weekly Earnings from 1 January in the relevant year to the employee s last day of duty or opt out date. Updated post Means the Ordinary Time Earnings of Territory 30 June 1992 Ordinary employment between the SG Periods start date to Time Earnings the employee s last day of duty or opt out date, after the employee s earnings in each financial year (other than the financial year in which employment ceases) have been indexed by the percentage movement in Average Weekly Earnings from 1 January in the relevant financial year to the date of ceasing Territory employment. 4

4. Employees entitled to an NTGPASS benefit Where, on cessation of employment or election to opt out of NTGPASS, an employee is entitled to an NTGPASS benefit, the additional benefit payable is the amount obtained by the formula. SG Top Up Rate x Final Salary x Period of Service Employer Component of NTGPASS Benefit. SG Period Start Date SG Top Up Rate for employees aged less than 55 years SG Top Up Rate for employees aged 55 years or older Total SG (3+SG Top Up) 1 July 1992 2 3 5/6 1 July 1995 1 0 6 1 July 1998 1 1 7 1 July 2000 1 1 8 1 July 2002 1 1 9 1 July 2013 0.25 0.25 9.25 1 July 2014 0.25 0.25 9.5 1 July 2021 0.5 0.5 10 1 July 2022 0.5 0.5 10.5 1 July 2023 0.5 0.5 11 1 July 2024 0.5 0.5 11.5 1 July 2025 0.5 0.5 12 Each period of service is to be calculated and added e.g. for an employee aged less than 55 with service from 1 July 1992 to 30 June 2002, would be calculated as the sum of: For period 1992 to 2002: 10 years service x Final Salary x 2 plus For period 1995 to 2002: 7 years service x Final Salary x 1 plus For period 1998 to 2002: 4 years service x Final Salary x 1 plus For period 2000 to 2002: 2 years service x Final Salary x 1 5

5. Employees entitled to both a CSS benefit and a NTSSS benefit or employees (other than casuals or irregular employees) entitled to a NTSSS benefit only. (a) (b) Where, on the cessation of employment or election to opt out, an employee is entitled to an NTSSS benefit and a CSS benefit comprising only the employees CSS contributions accumulated with interest, the additional benefit payable is the amount obtained by the formula; and Where on cessation of Territory public sector employment or election to opt out of the scheme, an employee is entitled to an NTSSS benefit only, the additional benefit payable is the amount also obtained by the following formula. SG Top Up Rate x Final Salary x Period of Service SG Period Start Date SG Top Up Rate for employees aged less than 55 years SG Top Up Rate for employees aged 55 years or older Total SG (3+SG Top Up) 1 July 1992 2 3 5/6 1 July 1995 1 0 6 1 July 1998 1 1 7 1 July 2000 1 1 8 1 July 2002 1 1 9 1 July 2013 0.25 0.25 9.25 1 July 2014 0.25 0.25 9.5 1 July 2021 0.5 0.5 10 1 July 2022 0.5 0.5 10.5 1 July 2023 0.5 0.5 11 1 July 2024 0.5 0.5 11.5 1 July 2025 0.5 0.5 12 Each period of service is to be calculated and added e.g. for an employee aged less than 55 with service from 1 July 1992 to 30 June 2002, would be calculated as the sum of: For period 1992 to 2002: 10 years service x Final Salary x 2 plus For period 1995 to 2002: 7 years service x Final Salary x 1 plus For period 1998 to 2002: 4 years service x Final Salary x 1 plus For period 2000 to 2002: 2 years service x Final Salary x 1 6

6. Employees (casuals or irregular employees) entitled to a NTSSS benefit only Where on cessation of Territory public sector employment, an employee who has worked on a casual basis is entitled to an NTSSS benefit only. The combined NTSSS and additional benefit payable is the amount calculated by the following formula. Updated Ordinary Time Earnings x Rate Updated Ordinary Time Earnings Rate for employees aged less than 55 years Rate for employees aged 55 years or older Total SG Post July 1992 Updated Ordinary Time Earnings 5 6 5/6 Post July 1995 Updated Ordinary Time Earnings 1 0 6 Post July 1998 Updated Ordinary Time Earnings 1 1 7 Post July 2000 Updated Ordinary Time Earnings 1 1 8 Post July 2002 Updated Ordinary Time Earnings 1 1 9 Post July 2013 Updated Ordinary Time Earnings 0.25 0.25 9.25 Post July 2014 Updated Ordinary Time Earnings 0.25 0.25 9.5 Post July 2021 Updated Ordinary Time Earnings 0.5 0.5 10 Post July 2022 Updated Ordinary Time Earnings 0.5 0.5 10.5 Post July 2023 Updated Ordinary Time Earnings 0.5 0.5 11 Post July 2024 Updated Ordinary Time Earnings 0.5 0.5 11.5 Post July 2025 Updated Ordinary Time Earnings 0.5 0.5 12 Note: Where the ordinary time earnings of an employee amount to less than $450 in a financial year, no benefit is payable in respect of that financial year. Each period of service is to be calculated and added e.g. for an employee aged less than 55 with service from 1 July 1992 to 30 June 2002, would be calculated as the sum of: For period 1992 to 2002: 10 years service x Final Salary x 5 plus For period 1995 to 2002: 7 years service x Final Salary x 1 plus For period 1998 to 2002: 4 years service x Final Salary x 1 plus For period 2000 to 2002: 2 years service x Final Salary x 1 7

7. Supreme Court Judges Where a person ceases to be a judge of the Supreme Court the additional benefit payable is the amount obtained by the following formula. Rate x Judges Superannuation Salary x Period of Service actuarial value of the scheme benefit SG Period Start Date Rate for employees aged less than 55 years Rate for employees aged 55 years or older Total SG 1 July 1992 5 6 5/6 1 July 1995 1 0 6 1 July 1998 1 1 7 1 July 2000 1 1 8 1 July 2002 1 1 9 1 July 2013 0.25 0.25 9.25 1 July 2014 0.25 0.25 9.5 1 July 2021 0.5 0.5 10 1 July 2022 0.5 0.5 10.5 1 July 2023 0.5 0.5 11 1 July 2024 0.5 0.5 11.5 1 July 2025 0.5 0.5 12 Note: the Judges Superannuation Salary means the appropriate current judicial salary as defined in the Supreme Court (Judges Pensions) Act. 8

8. Employees who commenced service on or after 10 August 1999 Where an employee commences service on or after 10 August 1999 and is not entitled to a benefit under the Supreme Court (Judges Pension) Act the Territory s liability for a Superannuation Guarantee charge in respect of the employee shall be discharged by the payment each payday (including a monthly catch up payment where eligible), into a complying accumulation type superannuation fund or Approved Deposit Fund, of an equal amount to the formula. Monthly Ordinary Time Earning x SG Rate SG Period Start Date SG Rate On or after 10 August 1999 7 1 July 2000 8 1 July 2002 9 1 July 2013 9.25 1 July 2014 9.5 1 July 2021 10 1 July 2022 10.5 1 July 2023 11 1 July 2024 11.5 1 July 2025 12 Note: On commencement an employee may select any complying accumulation type superannuation fund or Approved Deposit Fund which accepts electronic payments. If no complying choice is provided, employer contributions will be paid to the default superannuation fund. Employees may elect to change their superannuation fund option at a later date, however the employer is only required to accept one choice in a 12 month period. Superannuation Guarantee payments are not required where an employee earned less than $450 in a calendar month. 9

9. Employees not otherwise entitled to superannuation benefits Where an employee is not entitled to a benefit from the NTSSS, CSS, NTGPASS, or a benefit under the Legislative Assembly Members Superannuation Fund Act, the Supreme Court (Judges Pensions) Act or the Administrators Pension Act, or a benefit under these Administrative Instructions, and providing the employee is also not entitled to any additional benefit by virtue of another arrangement or payment discharge for a Superannuation Guarantee Charge liability, an additional benefit amount will be determined and payable after seeking independent advice. 10. Amendments to the Administrative Instructions The Commissioner of Superannuation, and approved by the Minister, may at any time amend the Administrative Instructions in the manner set out under section 6 of the Superannuation Guarantee (Safety Net) Act. 10