APSS - Register of Relevant Interests and Duties
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1 APSS - Register of Relevant Interests and Duties APRA's Prudential Standard SPS 521 (Conflicts of Interest) provides the following definitions for Relevant Duty and Relevant Interest : Relevant Duty Refers to any duty owed by the RSE (Registrable Superannuation Entity) licensee, or Responsible Persons of the RSE licensee, to beneficiaries or to any other person (including organisations) that the RSE licensee has determined is relevant because it might reasonably have potential to have a significant impact in regards to acting in the best interests of members. Relevant Interest An interest of the RSE (Registrable Superannuation Entity) licensee, an associate of the RSE licensee or a Responsible Person of the RSE licensee refers to any interest, gift, emolument or benefit, whether pecuniary or nonpecuniary, directly or indirectly held by the RSE licensee, the associate or the Responsible Person that the RSE licensee has determined is relevant because it might reasonably have potential to have a significant impact in regards to acting in the best interests of members. The tables on the following pages show relevant duties and interests held by the Responsible Persons of the RSE licensee. NOTE: Conflict Management: The Board requests that Directors be excluded from voting on matters if a direct conflict arises in relation to those positions. The following notes reference the top row of the tables on pages 2 to 5: 1 Position means the position involving duties to beneficiaries of the Fund. 2 Other Positions are any positions involving duties to other persons or organisations. 3 Shareholdings or Associations refers to shareholdings in (or associations with) relevant service providers to and major shareholdings (shares and securities that exceed 10% of the total amount on issue, direct or indirect). 4 APSS Member refers to whether the Responsible Person currently has in the Australia Post Superannuation Scheme (APSS) and/or associated funds. 5 etc. only applies to gifts, hospitality, benefits provided by persons in connection with, its service providers and associates. Factors to take into account in determining whether the gift, hospitality, payment or other benefit is required to be disclosed include: (a) whether it is a one-off occurrence or is ongoing; (b) the extent to which the role of the person giving the benefit influences the duties owed by the RSE licensee to beneficiaries; and (c) the dollar value of the interest (an indicative threshold is $250 per person). June 2018 Page 1
2 Register of relevant interests and duties of Responsible Persons Trustee Directors Mark Birrell (ACN ) Non-Executive Director, Transurban International Limited Director, Victorian Chamber of Commerce and Industry Chairman, Regis Healthcare Limited Trustee of personal superannuation fund, Mark Birrell Superannuation Fund Chairman, Australian Payments Council James Marshall Director and Vice Chairman, Sai Cheng Logistics International Co Ltd Director, Westmarsh Contractor, Janelle Hopkins Group CFO, Director, Finance Executives Institute (FEI) Director, Aramex Global Solutions Director, Australia Post Services Director, Australia Post Transaction Services Director, Decipha Director, Mail Call Couriers Director, POLI Payments Director, SecurePay Director, StarTrack Express Director, StarTrack Retail Director, STI CO (Aust) Membership June 2018 Page 2
3 Register of relevant interests and duties of Responsible Persons Trustee Directors Michael Tull Pty Ltd (ACN ) Assistant National Secretary, Community and Public Sector Union Director, Centre for Australian Progress Limited Director, Shared Advantage Ltd Gregory Rayner National President, Communications Electrical and Plumbing Union of Australia (CEPU) Divisional Secretary, CEPU Communications Division National President & Chairman, National Council CEPU Bryan Watkins Branch President CWU (WA) - A Division of the CEPU Christopher Blake Executive General Manager, Corporate Services, Chairman, Brain Australia Chairman, Foundation for Imaging Research Director, APost Innovation Ambassador, The 100% Project Pricewaterhousecoopers Unfunded Partner Pension June 2018 Page 3
4 Register of relevant interests and duties of Responsible Persons Executive Officers Stephen Milburn-Pyle General Manager, Australia Post Superannuation Scheme, Chief Executive Officer, PostSuper Director and Chairman, Private Syndicate Director, President, Treasurer & Secretary, Private Syndicate (US) Inc. Member, Walter & Eliza Hall Institute of Medical Research Investment Committee Catherine Elmes Head of APSS Member Services, Vanguard units trusts (various) Neale Sturt Head of APSS Governance & Operations, Director, Private Syndicate Director, Private Syndicate (US) Inc. Alister Wong Head of APSS Investments, Membership June 2018 Page 4
5 Register of relevant interests and duties of Responsible Persons External Service Providers Matthew Burgess Scheme Actuary, Australia Post Superannuation Scheme Senior Consultant, Towers Watson Australia Actuary to: - Telstra Superannuation Scheme - ANZ Australian Staff Superannuation Fund - Local Authorities Superannuation Fund (Vision Super) - New Zealand Government Superannuation Fund (May also provide actuarial advice to other clients of Towers Watson Australia ) Maria Pallisco Approved Auditor, Australia Post Superannuation Scheme Partner, Ernst & Young Approved Auditor/Auditor to: - REI Super - TWU Super - Guild Retirement Fund - Maritime Super - Linfox Super - Prime Super - Nulis Nominees - Copia Investments - Clover - PostSuper - Private Syndicate - UniSuper - Contango Asset Management - Switzer Asset Management - MAV Insurance - Coinvest - Bendigo Super Director, Marlilu June 2018 Page 5
6 Register of interests of RSE licensee and associates The table below shows relevant interests held by PostSuper, the RSE licensee of the Australia Post Superannuation Scheme (APSS), and associates of the RSE licensee: Owner of relevant interest Details of relevant interest Additional details RSE licence PostSuper PostSuper, in its capacity as trustee of, owns (directly or indirectly) all of the issued share capital in Private Syndicate and Private Syndicate (US) Inc. Both Private Syndicate and Private Syndicate (US) Inc. are solely used as wholly-owned investment vehicles of the Fund. Associates of RSE licensee Private Syndicate Private Syndicate (US) Inc. June 2018 Page 6
APSS - Register of Relevant Interests and Duties
APSS - Register of Relevant Interests and Duties APRA's Prudential Standard SPS 521 (Conflicts of Interest) provides the following definitions for Relevant Duty and Relevant Interest : Relevant Duty Refers
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